Our Blogs

• 13Jul2017

  Worth a Punt in Gold or Commodities?

  13Jul2017

  Commodities as a whole have been in a hole for more than a decade. And gold is at one of those (bargain basement?) levels again where a sharp rise would not be out of character. Worth a punt? Can we repeat the huge profits of 2016?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 07Jul2017

  Boom Bubble Bust: Part I

  07Jul2017

  What is an investment bubble? How can we characterise one? By definition, are we in one now, and with what consequences for you?
  
  Let’s begin to explore all of that now in part 1 of “Boom Bubble Bust”, aided and abetted by St. Alan Greenspan, a man called Kindleberger, and “The Big Short”.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 07Jul2017

  New extremes, ugly precedents

  07Jul2017

  As promised, following on from What does a correction look like? last week, we’re taking a quick look at how expensive markets were around previous crashes, and what that tells us about markets now.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 07Jul2017

  India - Trade of the Decade Update (Part 1)

  07Jul2017

  It is good to look at what you can achieve if you look beyond the short-term noise. Back in 2010 we set out two ‘Trade of the Decade’ ideas. Here is an update on the first of those: India. Exciting and profitable to date, and much more to come.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 28Jun2017

  What does a correction look like?

  28Jun2017

  Over the next weeks we’ll be looking at how expensive markets were around previous crashes (1987, 1999, 2008), a cautious portfolio for investors that want a bolt-hole and why we’re in the midst of a dangerous investment bubble. But first, a refresher on what twists and turns you can (and should) expect.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 23Jun2017

  Half-time Report: Smaller company canaries, Trump dumped

  23Jun2017

  The year so far has been profitable, despite some stocks being VERY expensive, and swirling political risks. Yet many did not participate in the chunkier returns.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 22Jun2017

  Huge hit taken by inert investors

  22Jun2017

  Inert investors are losing out on substantial profits, year after year. Here we set out the evidence, the long-term impact, and what can be done about it.

  By Brian Dennehy

  Access Level | public

  Generating growth

• 22Jun2017

  Truly simply bad funds

  22Jun2017

  Many investors think that all funds are more or less the same. This, of course, could not be further from the truth. While fund managers should aim high, some funds seem to consistently target poor performance. Here we look at some of those funds that are a warning to all investors!

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 16Jun2017

  Brexit Birthday: Global funds that just kept giving

  16Jun2017

  It’s a year since the surprise Brexit vote. In the third and final part of our series we look at what happened globally since the vote and what UK-based investors can learn from that.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 16Jun2017

  Brexit Birthday: Bond funds that boomed

  16Jun2017

  It’s a year since the surprise Brexit vote. In the second of three in our series, we look at what happened to bonds since the vote and what investors can learn (for part 1 have a look here). Was it as gloomy as many predicted?
  
  

  By Brian Dennehy

  Access Level | member

  Market commentary

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