Our Blogs

• 10Mar2023

  ISA Millionaire? Only 2 Ingredients for massive success

  10Mar2023

  Would an extra £4,440,451 come in handy? How about being a bit less ambitious – just £1,000,000. You can do this. There are just two ingredients to becoming an ISA millionaire, and I will show you now. The potential is extraordinary if you get this right.

  By James Newstead

  Access Level | public

  Investment research

• 10Mar2023

  The Trend Is Your Friend?

  10Mar2023

  A trend is a move in a certain direction which persists. At any one time it is important for your investing success to understand which trends are in place, and whether they are working in your favour.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 10Mar2023

  Need to act now? New Capital Gains Tax rules

  10Mar2023

  Getting to grips with Capital Gains Tax (CGT) is particularly important right now, as the rules are changing quite dramatically from April.

  By Tara Dennehy

  Access Level | member

  Market commentary

• 03Mar2023

  Chart Of The Week: UK Value continues to outperform

  03Mar2023

  Value funds, represented here by Schroder Recovery and JOHCM UK Equity Income, are continuing to outperform the UK indices.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 03Mar2023

  [Fund Edition] What’s Hot, What’s Not: Absolute Return Hot, China Not

  03Mar2023

  This month the funds that dominate our top spots are those which have the potential to buck the larger trends, in the form of Absolute Return and UK Value. On the other hand, Gold and China sink, read on to find out why!

  By James Newstead

  Access Level | public

  What's Hot What's Not

• 03Mar2023

  [Sector Edition] What’s Hot, What’s Not: Europe Hot, Asia and Linkers Not

  03Mar2023

  Europe and the UK were the positive highlights over the last month, with steady progress. Asia dominated the strugglers.

  By James Newstead

  Access Level | public

  What's Hot What's Not

• 03Mar2023

  Dynamic Portfolio Review: March 2023

  03Mar2023

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables and graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By James Newstead

  Access Level | member

  Dynamic Portfolios

• 24Feb2023

  Your Questions Answered - February 2023 Teleconference Q&A

  24Feb2023

  Questions and answers for the February Gold Members' Teleconference

  By Brian Dennehy

  Access Level | member

  Q&A

• 24Feb2023

  Best Income Funds Beyond The UK (Income Saints and Sinners Part 3)

  24Feb2023

  Income investors (should) care most about one thing, sustainable income growth. With that in mind we explore how income funds beyond our shores have fared in this 2023 update.

  By James Newstead

  Access Level | member

  Investment research

• 24Feb2023

  Beware The Ides Of March?

  24Feb2023

  According to Shakespeare, 15th March, the Ides of March, is when Caesar was assassinated, and is a time which should be feared. Is the Ides of March a time when investors should be wary in 2023?

  By Brian Dennehy

  Access Level | public

  Market commentary

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