Our Blogs

• 20Sep2019

  Gold versus Oil – place your bets

  20Sep2019

  Though I always say that buying into either oil or gold is a punt, nothing more, there are nonetheless important lessons which both can teach us, and both give the opportunity for improving our “art” of investing. First, how do numbers stack up.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 20Sep2019

  How many funds in the “perfect” portfolio?

  20Sep2019

  Of course, it is not just how many funds, but how many holdings overall if you also have individual stocks.

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 19Sep2019

  Gold Members' Teleconference - September 2019

  19Sep2019

  The New Stop-Loss Tool - Ethical Funds - Markets Update

  By Brian Dennehy

  Access Level | member

  Teleconference

• 17Sep2019

  The extraordinary cost of ethical funds

  17Sep2019

  There is a growing supply of ethically focussed funds, so here we assess whether their performance merits your attention. Should you indulge in ethical investing? Here we show the cost to you.

  By Brian Dennehy

  Access Level | member

  Investment research

• 16Sep2019

  ALERT - Oil After Drone Strike

  16Sep2019

  Our recent wide-ranging bubble analysis (Bubble X-Ray) highlighted a possible opportunity in oil and oil stocks. Following the weekend’s drone attack on a major Saudi refinery, here we quickly update that opportunity.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 13Sep2019

  Asia & EM Opportunities (Dynamic Portfolio update)

  13Sep2019

  We have reviewed Bonkers and the “steady Eddy” Cautious Portfolios for this month. Here we look at a great long-term performer: the Dynamic Asia & Emerging Markets portfolio with its review points falling in March and September.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 13Sep2019

  Walk softly... (Dynamic Portfolio update)

  13Sep2019

  Feeling cautious? We have already reviewed the great numbers for the Bonkers Portfolio this month. Here we review the Dynamic Cautious Portfolio – a great option for momentum investors seeking a lower risk solution. We look at what’s in the Dynamic Cautious Portfolio and how it has done over the last 6 months.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 13Sep2019

  Value investing - Once upon a time…

  13Sep2019

  In the last couple of weeks we have reviewed the upcoming opportunity in Value-style funds (see links at end). Below is a more graphical perspective.

  By Sam Lees

  Access Level | member

  Fund analysis

• 12Sep2019

  For whom should companies be run?

  12Sep2019

  For whom should companies be run?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 06Sep2019

  The value in Value

  06Sep2019

  Last week I highlighted an upcoming opportunity in Value-focussed funds at the end of a blog on the alternatives to, now neutered, interest rate cuts. This week I am building on that, with some background and eloquent input from Nick Kirrage from The Value Perspective team at Schroders.

  By Schroders Investment Team

  Access Level | public

  Generating growth

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