Our Blogs

• 17Jul2020

  Chart of the Week: A (very expensive) silver lining?

  17Jul2020

  The Great Financial Crisis (GFC) of 2007/8 triggered a huge government spending spree to prop up economies. However, the scale of that support is dwarfed by the unprecedented spend in response to the coronavirus crisis.

  By Sam Lees

  Access Level | member

  Market commentary

• 17Jul2020

  European Renaissance? (Part 1)

  17Jul2020

  The combined market values of Apple and Microsoft are now larger than that of the entire German stock market. Does this mean that these two companies are massively overvalued, or that the German stock market, and European stock markets generally, are massively undervalued? That is what I explore here. I want to see if you are missing a huge opportunity in Europe.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 14Jul2020

  UK All Companies - Dynamic Portfolio Review

  14Jul2020

  This week we update the Dynamic UK All Companies Portfolio, which focusses on a single UK stock market sector – UK All Companies - the largest and most popular one. It has a great track record. Here we review how the portfolio is made and its performance numbers.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 10Jul2020

  Forensic Look At Bonds, Debt, and Bankruptcy Trends (GUEST BLOG)

  10Jul2020

  The volume of company debts, and corporate bonds in particular, is a prominent risk for markets, and bankruptcies are rising apace. This week one of the more forensic and readable global analysts, Grant Williams, has kindly given me permission to reprint a section of his fortnightly newsletter on just that subject.

  By

  Access Level | member

  Fund analysis

• 10Jul2020

  India (part 2): Indian Funds Under The Spotlight

  10Jul2020

  Last week we wrote in detail about the effects of COVID-19 on India's economy and wider society. Today will be a deep dive on which funds investors should be keeping an eye on, and why investing in India can pose different challenges to other international markets.

  By

  Access Level | member

  Fund analysis

• 03Jul2020

  Cautious - Dynamic Portfolio Review

  03Jul2020

  This month we’ve already reviewed the Bonkers Portfolio, which has some great long-term performance. Here we review the Dynamic Cautious Portfolio. While the Bonkers Portfolio is simple to explain, the Cautious Portfolio is, perhaps ironically, more challenging to define and construct. We take a look at what’s in it and how it has done over the last 6 months.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 03Jul2020

  HL Wealth Shortlist - An Objective Review

  03Jul2020

  Hargreaves Lansdown (HL) have updated their Wealth 50 fund list. The latest version is called the Wealth Shortlist and features 70 funds. As we have our own ratings systems with strong track records – Dynamic Fund Ratings and Vintage Fund Ratings – using objective criteria, we wanted to test the new list against an objective benchmark.

  By Sam Lees

  Access Level | public

  Market commentary

• 03Jul2020

  What’s Hot What’s Not: China Hot, UK Not

  03Jul2020

  This month Asia and emerging markets were the best performers. A range of UK funds fill the Not Hot list, along with Japan and some other bits and pieces.

  By Sam Lees

  Access Level | member

  What's Hot What's Not

• 03Jul2020

  The Rise and Rise Of Tech

  03Jul2020

  Despite all the social, economic, and political storms brewing around the globe in recent months, the technology sector is one that still regarded by many as an exciting long-term buy for investors.
  
  Here we look at the excitement around self-driving cars, the growing range of funds in robotics and artificial intelligence (including ETFs), starting with a quick overview of tech funds mid the pandemic.

  By

  Access Level | member

  Investment research

• 03Jul2020

  India (part 1): Lives or Livelihoods?

  03Jul2020

  As many countries around the world attempt to resume ‘normal’ pre-COVID life, there aren’t many countries, if any, that are in the same boat as India, for better and worse.

  By

  Access Level | public

  Market commentary

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