Our Blogs

• 04Jun2021

  Barings ASEAN – Very Hidden Value

  04Jun2021

  Inspired by our friends at Barings, this blog explores ASEAN from an investment perspective. Wondering what the ASEAN is? Or how ASEAN might present you with a great investment opportunity? Then do read on…

  By Ben Debney

  Access Level | member

  Investment research

• 04Jun2021

  10 Funds for The Bounce – FINAL REVIEW

  04Jun2021

  After the positive announcement of Pfizer vaccine trials on 9th November, “Pfizer Monday”, we updated this portfolio to reflect the new state of play.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 04Jun2021

  Global – Dynamic Portfolio Review

  04Jun2021

  This week we review our Dynamic Global Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 28May2021

  What’s Hot, What’s Not: Gold Hot (again), North America Not

  28May2021

  Gold continues to rise from its low in March 2021, and a couple of Indian funds have bounced back following a rough ride last month. On the flipside several North American funds have taken a tumble, both small and larger cap.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 28May2021

  Guest Blog – Wildcat Money: Just How Bad Is The Crypto Crisis?

  28May2021

  Like many financial scams Bitcoin purports to offer something complex and sophisticated. The initial concept set out by “Satoshi Nakamoto” in 2008 suggested a digital currency that would enable peer to peer financial transactions, cutting out financial intermediaries extracting exorbitant economic rents. Owing to its self-imposed ceiling on the amount of Bitcoin outstanding it would also act as a superior “store of value” to conventional fiat currencies. Neither of these claims stands scrutiny: the notion of scarcity value of cryptocurrency is derisory; the real world non-criminal use case is so far unproven.

  By

  Access Level | public

  Fund analysis

• 28May2021

  Challenging Orthodoxy

  28May2021

  The death of David Swensen a couple of weeks ago highlighted the importance of challenging lazy orthodoxy. Here I want to explore just that, what we can learn from David, and how his track record stands up.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 28May2021

  Europe Under the Spotlight – 97% Chance of Out-Performance (Part 2)

  28May2021

  we highlighted that despite European Growth funds massively outperforming European Value funds for many years, the tide has turned – as we bang on about almost every week! But has this changing of the tide translated into the top performing in Europe?

  By

  Access Level | member

  Sector analysis

• 21May2021

  Investment Trust Sector Research (2021 Update)

  21May2021

  In this piece we update our sector-by-sector research on investment trusts, including the latest key performance and risk numbers. There are some interesting results coming out, and some fantastic returns, but it’s certainly not a black and white picture.

  By Brian Dennehy

  Access Level | member

  Sector analysis

• 21May2021

  Your Questions Answered - May 2021 Teleconference Q&A

  21May2021

  Questions and Answers for the May 2021 Gold Members' Teleconference

  By Brian Dennehy

  Access Level | member

  Q&A

• 21May2021

  Japan 3-Month – Dynamic Portfolio Review

  21May2021

  Japan has been one of the cheapest stock markets in the developed world for a number of years and has, typically, been overlooked by Western investors. This month we review our Dynamic Japan 3-Month Portfolio, a tweaked version of our normal Dynamic Portfolios.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

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