Our Blogs

• 14May2021

  Buffett Junkies and Fund Manager Worship

  14May2021

  Fund manager worship is a huge problem. Surely, we all know that from the recent Woodford episode? Today I am looking at Buffett worshippers, Buffett’s dwindling returns, and how these can be reconciled.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 07May2021

  UK Blended – Dynamic Portfolio Review

  07May2021

  This week we review our Dynamic UK Blended 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

• 07May2021

  GUEST BLOG – India’s Second Wave by Avinash Vazirani

  07May2021

  India’s second wave of Covid cases is a tragic situation that may take months to fully resolve, but there is light at the end of the tunnel, says Jupiter fund manager Avinash Vazirani in this guest blog.

  By Ben Debney

  Access Level | public

  Sector analysis

• 07May2021

  Chart of the Week: India funds since pandemic low

  07May2021

  In last week’s blog we explored India’s stock market reaction to the COVID-19 pandemic. In particular, we showed the rise of the MSCI India index since its April 2020 low – up 66% to date. Here we show how India funds have performed from that same low.

  By Ben Debney

  Access Level | member

  Fund analysis

• 07May2021

  Inflated Risk of Global Shock

  07May2021

  This blog was triggered by a flurry of articles last weekend on the risk of China invading Taiwan. While I believe that risk is very small, it does serve to shine a light on a number of interconnected strands which could trigger the next shock which takes down markets and economies alike.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 30Apr2021

  What’s Hot, What’s Not: Gold Hot, India and Japan Not

  30Apr2021

  Gold has been declining since its peak in the summer of 2020, but this trend has reversed over the last two months.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 30Apr2021

  Asia Research (2021 Update)

  30Apr2021

  We’ve said many times that this is the “Asian Century”. We’re two decades in and so far it has been rather good for Asia. Looking forward over the long term we envisage continued progress; the rise of Asian middle classes is still at an early stage, populations in several countries are relatively young and debt levels are mostly relatively low.

  By Ben Debney

  Access Level | member

  Portfolio building

• 30Apr2021

  Indian stock market reaction to the Covid abyss. Buy or sell?

  30Apr2021

  For every 100 people in the world, 18 of them are in India (and only 4 in the United States). You do not have to invest in India, but you must not ignore it, and in particular its growing impact on the world in coming decades.
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 30Apr2021

  Common Investor Mistakes: The Top 19

  30Apr2021

  Your success isn’t all about investment selection. The biggest mistakes tend to be very personal ones.
  These are in no particular order. Some overlap, and some are alternates. But a good number will be recognised by most investors.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 23Apr2021

  NEW – Dynamic China Portfolio

  23Apr2021

  Over the last two decades the Chinese economy has grown healthily year-on-year, and it is expected to be the world’s biggest economy by 2028. Innovation and technology are key to their ongoing growth.

  By Brian Dennehy

  Access Level | member

  Dynamic Portfolios

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