Our Blogs

• 08Mar2019

  Market update: Unmoved by global gloom

  08Mar2019

  This week there was gloomy news from Chinese politicians, and the economic stats were no better. In Europe, the ECB is clearly worried, with a U-turn this week much as we saw from the Federal Reserve in the US last month. And in the US consumer sentiment has “crashed” according to one report.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 08Mar2019

  The sniff test – a fund industry problem? Or something bigger?

  08Mar2019

  An awkward week or so for the fund industry.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 08Mar2019

  What’s Hot What’s Not – UK and tech tick along, Absolute return stinker

  08Mar2019

  There are some similarities between this month and last month’s What’s Hot What’s Not. UK funds remain in the top table, joined by funds with a big US focus. Absolute Return remains in the bottom table, along with Japan, Emerging Markets and a European property fund.

  By Brian Dennehy

  Access Level | member

  What's Hot What's Not

• 01Mar2019

  Maths, losses, trust and ego

  01Mar2019

  The markets change all the time but there is one big thing which doesn’t change, the people and their emotions. Once you accept this your investing success is assured.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 01Mar2019

  Outrageous fortune (Guest blog from Tim Price)

  01Mar2019

  “Isn’t it funny when you walk into an investment firm and you see all of the financial advisers watching CNBC ? That gives me the same feeling of confidence I would have if I walked into the Mayo clinic or Sloan Kettering and all the medical staff were watching General Hospital.”
  (A senior portfolio manager)

  By

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  Market commentary

• 01Mar2019

  Saints & Sinners 2019 (Global)

  01Mar2019

  Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or charges. In the Global part of our unique equity income research we look at the overseas income funds available to investors. It’s a diverse bunch of funds, with some stars.

  By Brian Dennehy

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  Generating income

• 01Mar2019

  Dynamic Portfolios: Bonkers (March 2019)

  01Mar2019

  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.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 22Feb2019

  Market update: bonds, liquidity, and the fog

  22Feb2019

  Before looking at stock markets - the hunting ground for most of you - and quick recap on issues in the bond market, those of my peers who regularly crunch the numbers on bonds seem to have been “inspired” by the stock market falls of the Autumn to remind everyone yet again that corporate bonds are the elephant in the room. It is hard to disagree and I for one am glad that they keep prodding me.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 22Feb2019

  China, momentum and Dynamic Fund Ratings in small sectors [video]

  22Feb2019

  An extract from the February 2019 teleconference looking at China, momentum funds and Dynamic Fund Ratings in smaller sectors.

  By Brian Dennehy

  Access Level | member

  Video

• 22Feb2019

  How to use the Income Tool [video]

  22Feb2019

  An extract from our February 2019 teleconference looking at how to use the Income Tool.

  By Brian Dennehy

  Access Level | public

  Video

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