Our Blogs

Poor Week – Decent Year – Christmas Recommendations

20Dec2024

It wasn’t a great end to the year, though it was far from a terrible year overall. There are some very positive possibilities for 2025, though don’t be surprised by a little more stock market weakness just ahead. Interest rate cuts around the world did sow some confusion, and stagflation has reared its head again. There are also some Christmas book and audio ideas on subjects which will surely be prominent in the years ahead – gold, China, Trump. Read On.

By Brian Dennehy

Access Level | public

Market commentary

2025 – Exceptional Opportunities? – Asian Century 25 Years Old

13Dec2024

It is 25 years since the start of The Asian Century, and the numbers will surprise you. Confidence is growing within the Chinese leadership, and there is a huge opportunity for Trump and Xi. Fingers crossed on that one. But even with the more predictable stimulus which will be emerging around the globe, notably the heavyweights of the US, EU, and China, 2025 could be rather exciting for investors, as we explore. Read On.

By Brian Dennehy

Access Level | public

Market commentary

Small Caps Shine - Europe Surprises - 1,291% Return

06Dec2024

While global markets have seen their share of surprises this week, the DAX hitting record highs and even France managing a 2.5% gain despite political chaos, our focus turns to UK smaller companies. Quietly but effectively, they’ve delivered a 30% rally since September 2022, outpacing the FTSE 250 and FTSE 100 this year. Meanwhile, Japanese small caps, a long-standing favourite, are picking up speed rising 7% since October. What’s driving these moves, and where are the best opportunities for your portfolio? READ ON

By Joe Richardson

Access Level | public

Market commentary

Dynamic Portfolio Review - December 2024

05Dec2024

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

By Joe Richardson

Access Level | public

Dynamic Portfolios

Trump's Tariff Gamble - Insiders Exit - France On The Brink

29Nov2024

As global markets show signs of strain, this week’s we explore a few key developments - Trump’s tariff proposals, record insider selling in the US, and France’s economic crisis. With the US market at record highs and the “TINA” (There Is No Alternative) mentality taking hold, the question is: Is it time to reassess? What does history tell us? READ ON.

By Joe Richardson

Access Level | public

Market commentary

What’s Hot? What’s Not: US Tech Reigns Supreme, Global Ex-US Equities Still Dull? [Sector Edition]

28Nov2024

By Ruairi Dennehy

Access Level | public

What's Hot What's Not

What's Hot, What's Not: Trump Ignites US Flame, Commodities Take A Breather [Fund Edition]

28Nov2024

By Ruairi Dennehy

Access Level | public

What's Hot What's Not

Markets Dither – The Trap – Trump’s Opportunity

22Nov2024

In spite of the spectre of nuclear war being raised this week, markets mostly dithered about. Gold picked up, but nothing too exciting. Our focus this week is the US mis-management of Chinese relations for years past, and the huge opportunity for everyone if this is righted by the Trump-Musk duo. The alternative is an increased risk of war. Read On.

By Brian Dennehy

Access Level | public

Market commentary

Tesla Herding – Only Valuations Matter – Your Plan

15Nov2024

Don’t predict. Prepare. This is particularly important right now, as we highlight the emotional cracks in the US stock market. At this stage a rational investment plan is vital, and this is set out for you. We also unravel the real reason for Elon Musk sidling up to Donald Trump, a pot boiler which will run for a while yet. Read On.

By Brian Dennehy

Access Level | public

Market commentary

Volatility Assured – US Soars, Gold Slumps – Death And Taxes

08Nov2024

For much of the world it was not a great week. The exceptions were US equities, 50% of US voters, and one or two particularly unpleasant world leaders. Gold and China struggled, UK financial markets are mixed, and many bonds are suffering from renewed inflation concerns. Action to take in the wake of the UK Budget is also coming into focus, as discussed below. Read On.

By Brian Dennehy

Access Level | public

Market commentary