Our Blogs

• 24Aug2018

  Don’t be blind-sided by historic week

  24Aug2018

  It was a historic week. The US stock market has now just enjoyed the longest bull market in history. Does that matter? Shouldn’t I be worrying about Trump and Turkey?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 23Aug2018

  Don't mind the steamroller - grab the pennies?

  23Aug2018

  Volume and quality of debt, easy money, executive greed, extreme investor behaviour…
  
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 22Aug2018

  How do you judge a good income fund?

  22Aug2018

  Sanlam Private Wealth have recently published their take on the best income funds (a link to the study is included at the bottom of this blog). As always, we take great interest in any research on income generation. There’s lots of information around but how should you judge a good equity income fund?

  By Brian Dennehy

  Access Level | member

  Generating income

• 17Aug2018

  M&G Global Macro Bond

  17Aug2018

  M&G Global Macro Bond, an exceptional bond fund summarised

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 17Aug2018

  Gold bug? This one's for you

  17Aug2018

  Many investors will allocate a permanent position in their portfolios for gold. Is there evidence that this is a good approach for the long term? We investigate.

  By Brian Dennehy

  Access Level | public

  Sector analysis

• 17Aug2018

  Dollar or gold?

  17Aug2018

  Currency collapses and currency wars are almost in the news as much as Donald Trump. Mostly this is entertainment, and no more than background noise for your portfolio. But here I want to focus on the one currency that matters every day, the US dollar, and gold, which is getting a bad press.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 10Aug2018

  "My fund’s rating is falling, what should I do?"

  10Aug2018

  The short answer is don’t worry, because it doesn’t matter (except at your 6 monthly review point).

  By Brian Dennehy

  Access Level | member

  Portfolio building

• 10Aug2018

  Dynamic Portfolio Review: UK Portfolio (August 2018)

  10Aug2018

  The portfolio review for this week is the Dynamic UK Portfolio, which is made up of the 3 main UK sectors. This portfolio is also part of the Dynamic 50/50 Portfolio. Here we look at the Dynamic UK Portfolio’s outstanding performance over shorter and longer periods.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 09Aug2018

  Summer Book Reco: Investing Through the Looking Glass

  09Aug2018

  Yes, at the moment I'm reading more fascinating insights from Tim Price, this time it's his book "Investing through the Looking Glass: a rational guide to irrational financial markets". Tim has kindly allowed us to reproduce the introduction for you here.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 02Aug2018

  What’s Hot? Biotech hot, Gold goes cold

  02Aug2018

  An eclectic list this month, with some surprises.
  
  The Top 10 has gone Brazilian (the dominant Latin American market), enjoying a sharp bounce this month. Whether it is of the “dead cat” variety only time will tell. It feels right just to watch from the sidelines.
  

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

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