Our Blogs

• 12Apr2019

  A closer look at Dynamic Global

  12Apr2019

  We have reviewed the great long-term performance of the Dynamic Global portfolio this month (see here). But we often get questions from Gold Members asking which 6-month review cycle is better. In this blog we look at how the portfolio is made, the performance and risk numbers and ask: is one better than the other?

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 12Apr2019

  Dynamic Global Portfolio Review (Apr/Oct)

  12Apr2019

  The Dynamic Global Portfolio moves investors into the sectors around the world with the most momentum. Here we look at the portfolio with review dates falling in April and October, and look at the great potential the Dynamic Global Portfolio creates for investors over the long-term.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 05Apr2019

  Quick market update – new US market high ahead

  05Apr2019

  This is a quick adjustment to our analysis of the US stock market, and a larger analysis will feature in the next teleconference.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 04Apr2019

  India: The democratic giant goes to the polls

  04Apr2019

  The greatest exercise in global democracy lies just ahead. It is the Indian general election, as 900 million people have the opportunity to decide the next steps for the fastest growing major economy in the world.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 04Apr2019

  Guest blog: Inherent risk - The human mind has not evolved to make the best investment decisions

  04Apr2019

  The human brain is a funny thing and works in ways that are not always sensible and rarely easy to understand. As a way of addressing this point, the Nobel Prize-winning behavioural theorist Daniel Kahneman has written about ‘System One’ and ‘System Two’ – what we might effectively think of as the subconscious and conscious parts of the human mind.

  By The Value Perspective, Schroders

  Access Level | public

  Market commentary

• 04Apr2019

  2019: Sector winners and losers to date

  04Apr2019

  At the end of this first quarter, we look at the indices and sectors that have performed well over the first quarter as well as the duds.

  By Sam Lees

  Access Level | public

  Market commentary

• 04Apr2019

  2019: Fund winners and losers to date

  04Apr2019

  At the end of this first quarter, here we look at the funds that have performed particularly well, as well as those which have performed badly.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 04Apr2019

  Small is (still) beautiful

  04Apr2019

  We are reviewing another fantastic, straightforward portfolio this month: the Dynamic UK Smallcap portfolio. We look at the Dynamic portfolio’s outstanding performance over both shorter and longer periods.

  By Sam Lees

  Access Level | member

  Portfolio building

• 29Mar2019

  Loony downturn followed by barmy bounce

  29Mar2019

  Last Autumn I highlighted the magic date for markets, 21st September, and the S&P 500 obliged by peaking on that exact day, the Autumn equinox. What about the Spring equinox? This stuff is weird, but you can’t easily ignore it.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 29Mar2019

  Biotech roller-coaster - hang on!

  29Mar2019

  Biotech has been exciting investors for decades. Sometimes the rewards are huge, but on other occasions the risks are also stark – the last week has been one of the latter times.

  By Brian Dennehy

  Access Level | member

  Market commentary

• <<
• <
• 86
• 87
• 88
• 89
• 90
• 91
• 92
• 93
• 94
• 95
• >
• >>