Our Blogs

• 21Jul2023

  Gold Members' Teleconference - July 2023

  21Jul2023

  Highlights - Market overview - Extremes and Anxiety - Hidden Value - Porfolio outline

  By Brian Dennehy

  Access Level | member

  Teleconference

• 20Jul2023

  How Many Funds Should I Invest In?

  20Jul2023

  How many funds should I invest in to get the 'perfect' Portfolio

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 14Jul2023

  Hidden Value Revisited – A Growing Role?

  14Jul2023

  A successful investment process works in most conditions for financial markets. But occasionally market conditions undermine even the most robust process. What should you do?

  By Brian Dennehy

  Access Level | member

  Market commentary

• 07Jul2023

  Personal Insights; Failing To Predict; Learning To Win

  07Jul2023

  Investing is a revelatory experience. Your personality is exposed with a great degree of clarity, sometimes cruelly. You need to learn from this experience, and honestly decide if investing is for you.

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 07Jul2023

  Dynamic Portfolio Review: July 2023

  07Jul2023

  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 Brian Dennehy

  Access Level | member

  Dynamic Portfolios

• 30Jun2023

  What’s Hot? Linkers Hot, UK Not [fund edition]

  30Jun2023

  UK index-linked gilt funds had a good month, plus three US-focussed. Both of these features could be a distraction, as we will cover in the next teleconference.
  

  By Brian Dennehy

  Access Level | member

  What's Hot What's Not

• 30Jun2023

  What’s Hot? Small Caps Mixed, Emerging Markets Emerge [sector edition]

  30Jun2023

  The bounce in US small caps which has excited the stale bulls. Much more interesting is the appearance of both emerging market equities and bonds.
  

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 23Jun2023

  The Japan Opportunity, And The Role Of Currency

  23Jun2023

  The recent excitement over Japan (in the absence of excitement anywhere else!) has prompted a number of teleconference questions and that merited a blog on its own.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 23Jun2023

  Your Questions Answered - June 2023 Teleconference Q&A

  23Jun2023

  Your questions and answers for the June Gold Members Teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

• 16Jun2023

  Gold Members' Teleconference - June 2023

  16Jun2023

  Intro - Highlights - Big Tech and AI - Valuations Matter - China vs US - Japan (and Asia) - US Bull?

  By Brian Dennehy

  Access Level | member

  Teleconference

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