Our Blogs

• 13Mar2020

  Bottom? Not in sight. Not close.

  13Mar2020

  A point will come when a number of indicators are flashing green, telling us to buy. I will go through these in the Teleconference on Tuesday. In the meantime, you must be clear that we do not appear to be anywhere near a meaningful bottom – on the contrary. For those of you tempted to dip a toe in now, I am now going to unashamedly try and dampen your enthusiasm.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 13Mar2020

  Dangerous myth – “Buy And Hold”

  13Mar2020

  Unfortunately, there is generational complacency (and some ignorance) about “risk investments”, which has been created by a 40-year bull market or uptrend. These are the sorts of investments which will typically populate your pension fund and ISAs.
  

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 13Mar2020

  Measuring investor mood – in Waves

  13Mar2020

  Warren Buffet is the world’s most successful investor, and his first rule of investing is not to lose money. Learn from him.

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 13Mar2020

  Your 10 Steps To Survive Market Meltdowns

  13Mar2020

  We talk a lot about ensuring you have a resilient investment plan that’s suitable for you. If you’ve been putting off writing that plan you might now be a bit shaken by recent market moves. But it is not too late to act.
  

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 13Mar2020

  Asia and Emerging Markets - Dynamic Portfolio Review

  13Mar2020

  We have already reviewed the great numbers for the volatile Bonkers portfolio. Here we look at another portfolio investing in some risky markets that can produce great returns: the Dynamic Asia & Emerging Markets portfolio.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 13Mar2020

  No financial remedy for a non-financial shock – only sticking plasters

  13Mar2020

  What kind of economic shock is this? People normally talk in terms of a “supply” shock or a “demand” shock, and each have certain types of solutions. But which do we now have? What are the solutions? The problems? And what are the implications for financial markets?

  By Brian Dennehy

  Access Level | member

  Market commentary

• 06Mar2020

  Fed panic? Gold junk? Helicopter money? Plus China and UK updates

  06Mar2020

  By the end of Friday 28th February stock markets endured their worst week since 2008 crisis, but the US and European central banks said it was too soon to think of emergency action.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 05Mar2020

  The best UK equity income funds (Saints and Sinners: Part 2)

  05Mar2020

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

  By Sam Lees

  Access Level | member

  Generating income

• 05Mar2020

  Fantastic returns with a bit more volatility.

  05Mar2020

  Here's the latest update for our massively successful, but volatile, Bonkers Portfolio. Even if it's not to your taste, there are two essential lessons for all investors, in funds or otherwise. These are crucial to your investing success, particularly in these uncertain times.

  By Sam Lees

  Access Level | member

  Generating growth

• 28Feb2020

  Market update: 30% down is the optimistic case

  28Feb2020

  Before turning to where markets are today, the downside risks, and how you should respond, I want to go back a couple of steps.

  By Brian Dennehy

  Access Level | member

  Market commentary

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