Our Blogs

• 25Nov2016

  Profit from a stronger dollar?

  25Nov2016

  The demise of the “House of Clinton” and the victory of Donald Trump saw investors flock from bonds to join an equity market rally in the hope that the Donald’s (detail-light) stimulus package would kick-start US growth. This has further supported the US dollar, which has been strong in recent times. But is this trend set to endure? And how can investors exploit it?

  By Brian Dennehy

  Access Level | member

  Generating growth

• 25Nov2016

  Trump - calmer reflection, and opportunities

  25Nov2016

  A large number of voters want change, and that is the Trump mandate – change. That is clearly a new political paradigm.
  
  But is there a new economic paradigm?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 18Nov2016

  Emerging Markets: In for the long haul

  18Nov2016

  Earlier in the year we said that a stronger dollar would put some emerging markets under pressure. The success of Trump’s populist campaign could add to those economies’ problems. These markets were already cheap (and weakness is normally an opportunity to accumulate). But are the risks now too great?

  By Sam Lees

  Access Level | member

  Market commentary

• 18Nov2016

  Trumpflation: the end for bonds?

  18Nov2016

  Following Donald Trump’s victory in the US Presidential election, investors started selling US government bonds en masse resulting in the biggest fall in prices for 5 years. Why? And should you be concerned?

  By Brian Dennehy

  Access Level | member

  Market commentary

• 11Nov2016

  President Trump: 6 opportunities for UK investors

  11Nov2016

  The US electorate have made a break with tradition, choosing a man with no prior political experience as the 45th President of the United States of America. Many talking heads promised volatility but the backlash from stock markets around the world hasn't materialised. What does this election mean for investors and where should they look for opportunities?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 11Nov2016

  Raise a Stink for World Toilet Day

  11Nov2016

  World Toilet Day on 19th November is no laughing matter for the 1 in 3 people on this planet who still don't have access to a clean and safe toilet; 1,000 children die each day due to poor sanitation. This is a key focus for Indian Prime Minister Narendra Modi, and a convenient way in which his success will be measured.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 09Nov2016

  Trump slump or boom? UK investor implications

  09Nov2016

  The “Brexit effect” has continued across the Atlantic. In the US, the alienated have again triumphed over the uninspired and the self-interested.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 15Jan2016

  Saints and Sinners: 2016 Income Fund Review

  15Jan2016

  Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or charges.
  
  

  By

  Access Level | public

  Fund analysis

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