Our Blogs

• 04Dec2020

  Does Inflation Drive The Stockmarket?

  04Dec2020

  A few questions came up in recent weeks on the outlook for inflation and how this would impact your investments, and your investment choices. My suggestion was that inflation is not a factor which you need to take into account, and I thought you would find it helpful to have a bit more detail on that point.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 27Nov2020

  Key Findings – Your Approach to Investing Survey

  27Nov2020

  There was a fantastic response to our survey from you all, thank you very much. You are definitely telling us things which the investment industry generally, and the fund industry specifically, would rather not hear. We will do our best to make them listen.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 27Nov2020

  What’s Hot, What’s Not: Energy and Value soar; Gold hits the floor [Fund Edition]

  27Nov2020

  A flurry of encouraging vaccine announcements mean that Energy and Value funds take the spotlight this month, while Gold has taken a tumble.

  By Brian Dennehy

  Access Level | member

  What's Hot What's Not

• 27Nov2020

  First Principles – cooking and investing

  27Nov2020

  If you know Julia Child it is probably as The French Chef. But she also had some interesting things to say about thinking, and I want to draw on what she said in an investment context, after all, great cooking and great investing aren’t so different.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 20Nov2020

  UK Stock Market UPSIDE Potential – 50%?

  20Nov2020

  For every investment you make you should have a sense of the downside, and prepare. In contrast, at turning points you also need a feel for the upside potential. My sense of the upside for the FTSE 100 index began 22 years ago. It remains valid now, and today I make important adjustments to that projection.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 20Nov2020

  Biotech and the battle to beat COVID-19

  20Nov2020

  By AXA IM Biotech strategy portfolio manager, Linden Thomson, and AXA IM healthcare strategies portfolio manager, Peter Hughes.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 20Nov2020

  World ex-UK – Dynamic Portfolio Review

  20Nov2020

  In this review we look at our Dynamic World ex-UK portfolio, which focusses on the main stock market sectors excluding the UK. We’ll cover how the portfolio is made and its great performance numbers.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 20Nov2020

  Your Questions Answered - November 2020 Teleconference Q&A

  20Nov2020

  Questions and Answers for the November 2020 Gold Members' Teleconference

  By Brian Dennehy

  Access Level | member

  Q&A

• 17Nov2020

  Gold Members' Teleconference November 2020

  17Nov2020

  The latest teleconference for Gold Members.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 13Nov2020

  UK Blended – Dynamic Portfolio Review

  13Nov2020

  This week we review our Dynamic UK Portfolio, which has a superb track record. It focusses on the three main UK sectors (UK All Companies, UK Equity Income and UK Smaller Companies). Below we show how the portfolio is made and its performance.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

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