Our Blogs

• 13Oct2017

  NEW PORTFOLIO. The profit opportunity in Japan

  13Oct2017

  There is an intriguing mix of elections just ahead with Japan of most interest to us here. Social mood throughout the West has self-evidently turned negative, and the political risk to markets rises with every election. In upcoming elections, the east/west division will be stark.
  
  Here we focus on the positive opportunity to the East, Japan. And consider a new portfolio.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 06Oct2017

  1987 vs 2017 - The Worrying Comparison

  06Oct2017

  The market vulnerability now is quite different to 1987, and is derived from the most expensive US stock market ever. This is accompanied by widespread investor irrationality (evidenced by the scale of ETF buying with a focus on price, and a reckless disregard of value). Together these two elements are the foundation for a classic investment bubble.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 06Oct2017

  Big Brains, No Common (Part 2)

  06Oct2017

  Exclusively for Gold Members, the second part of the extract from Brian's forthcoming book.
  
  Once upon a time, investors (professional and otherwise) relied very heavily on gut feeling. Then the mathematicians moved centre stage. It all began when Napoleon laid siege to pretty German town. (Exclusively for Gold Members, an extract from Brian's up-coming book).

  By Brian Dennehy

  Access Level | member

  Investment research

• 06Oct2017

  Big Brains, No Common (Part 1)

  06Oct2017

  Exclusively for Gold Members, this is an extract from Brian's forthcoming book:
  
  Maths isn’t everyone’s cup of tea. In my experience even people who excel at maths are inclined to get sucked into investments for a variety of poor reasons (glossy brochures, fund manager worship, or a great marketing story).
  Yet if a mathematical formula could tell me how likely I am to make money, not lose money, and give me an idea of my profits and a timescale, I would be very interested.

  By Brian Dennehy

  Access Level | member

  Investment research

• 02Oct2017

  crack, Storm, CRASH

  02Oct2017

  As you saw in Part 2, there was a well-established mania by the Summer of 1987. But the cracks became much more visible as we entered October 1987.
  
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 29Sep2017

  Joining the robot party

  29Sep2017

  With all the talk of artificial intelligence, robotics, driverless cars and extraordinary medical advances, where do you go as investor to join the party?

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 29Sep2017

  Annuity alternatives – 7% yields for your income drawdown plan

  29Sep2017

  The Bank of England is hinting that interest rates will be going up sooner rather than later. This will quite possibly push up annuity rates, so here we look under the bonnet of annuity alternatives, in particular income generated by funds within a drawdown arrangement.

  By Sam Lees

  Access Level | public

  Generating income

• 29Sep2017

  What’s Hot, What’s Not: A “through the looking glass” month

  29Sep2017

  It was a strange and mysterious month, as if we stepped into another world. Where India is no longer emerging, The Asian Century was a dream, and Buffet is outperforming.

  By Brian Dennehy

  Access Level | member

  What's Hot What's Not

• 22Sep2017

  The story so far...Asia dominates

  22Sep2017

  As we approach the final quarter of 2017 we take a look back at the year to date. Some of our favourites (Asia and emerging markets) top the tables, while North America and energy have dragged.

  By Sam Lees

  Access Level | member

  Market commentary

• 22Sep2017

  Ugly or unfairly overlooked?

  22Sep2017

  Back in 2010 Japanese smaller companies were our Trade of the Decade (along with India). The case for Japan is still strong. Should you be buying?

  By Sam Lees

  Access Level | member

  Sector analysis

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