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25Nov2022

On the Path to Pragmatism [Matthews Asia Guest Blog]

25Nov2022

US-based Andy Rothman, Investment Strategist at Matthews Asia, outlines reasons for investors to be optimistic regarding China, who he says have potentially turned a corner and finally shown a return to the remarkable pragmatism that allowed them such growth and development.

By Guest Blog

Access Level | public

Guest Blog
25Nov2022

Gold Member Portfolio Ideas

25Nov2022

Thank you all for your personal portfolio feedback after the last teleconference, you are a fantastic bunch, and I have set out the spread of your approaches below.

By Brian Dennehy

Access Level | member

Market commentary
25Nov2022

Global Smaller Companies – Does Momentum Work?

25Nov2022

It certainly isn’t an idle question. For longer-term investors, smaller companies around the globe have proven pedigree e.g. our Dynamic UK Smaller Companies portfolio is a real star.

By Ruairi Dennehy

Access Level | member

Investment research
18Nov2022

Investment Trusts - Safer Income In Choppy Markets

18Nov2022

Income investors are primarily concerned with income growth, for obvious reasons, but what about just maintaining the income payout as the UK and most of the world head into recession?

By James Newstead

Access Level | member

Investment research
18Nov2022

Your Questions Answered - November 2022 Teleconference Q&A

18Nov2022

Questions and Answers for the November Gold Members' Teleconference Q&A

By Brian Dennehy

Access Level | member

Q&A
17Nov2022

Gold Members' Teleconference - November 2022

17Nov2022

Recap - Bear Facts - Pivot - Short List - Markets Update

By Brian Dennehy

Access Level | member

Teleconference
11Nov2022

Stuck in Cash? Alternative Fund Ideas

11Nov2022

Right now there are generally two camps of investors. Camp one consists of the investors who are sitting tight and staying invested, perhaps they are sitting on long-term gains made over the past decade or perhaps they are adventurous investors who are content with the heightened volatility in markets at the moment.

By Ruairi Dennehy

Access Level | member

Investment research
11Nov2022

Momentum and Inflation, A Perfect Match?

11Nov2022

Given a global background of high inflation, high debt and low growth, and with global stock markets extremely jittery, which investment approaches perform well, and which buckle?

By James Newstead

Access Level | member

Investment research
04Nov2022

Update on FTSE 100 bounce

04Nov2022

I have been asked to re-look at the FTSE 100 index, in particular as it has been a little bouncy in the last two weeks.

By Brian Dennehy

Access Level | member

Market commentary
04Nov2022

What’s Hot? Energy Hot, China Not [Fund Edition]

04Nov2022

The hot funds this month are overwhelmingly funds from the Commodity/Natural Resources sector, flying high after a dramatic spike in oil and gas prices this year, and fresh off the back of large earnings beats by oil majors like Exxon, Chevron and BP.

By James Newstead

Access Level | member

What's Hot What's Not

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