Our Blogs

• 29Nov2019

  Superstar investors – fact and factors and the next decade

  29Nov2019

  Everyone wants to know the magic formula to make a big stash of money, quickly. It is why “The secrets of Soros” and “How to invest like Buffett” are regular headline fodder. In a more serious, but similar, vein investment firm AQR also crunched the numbers through the prism of “factors”. Here I look at what is meant by “factors” and what can be learnt, of practical value to your success, from the AQR research.
  
  

  By Brian Dennehy

  Access Level | member

  Investment research

• 22Nov2019

  Should you buy Emerging Markets?

  22Nov2019

  In our recent teleconference we looked at where investors may see the best returns in the coming years. Here we look at one “locomotive” that might drive returns for investors after 2020 and dig into the detail to find the best funds.

  By Sam Lees

  Access Level | member

  Sector analysis

• 22Nov2019

  I culled the FT subscription - Curiosity Killed Your Investment

  22Nov2019

  I recently cancelled my subscription with the FT. You might think that should be essential reading for someone doing my job. Perhaps not. This isn’t about whether the FT is a good read – no rant on that count. It is about having an effective investment strategy, less stress, and more time.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 22Nov2019

  Nick Train and Value vs. Growth

  22Nov2019

  In the teleconference this week we touched on how Growth-style funds, those which have dominated for a number of years, began to falter from September. In contrast, Value-style funds began to outperform the indices – this occurred both within the UK and globally.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 22Nov2019

  Market update: Did the bell just ring? Are you ready?

  22Nov2019

  In the teleconference earlier this week I suggested that the US stock market was within 1% of another significant peak, with falls of 25% to follow. During the course of this week a number of other interesting charts have come our way, highlighting the same risk – which I will share with you in a moment.
  
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 19Nov2019

  Gold Members' Teleconference - November 2019

  19Nov2019

  Markets since Jan 2018 - Bonds vs Equities - What can we Learn? - Trump Trade War - Fallen Hero: who or what next? - Global Funds - Nick Train: Concentration risk - UK General Election - Where will Growth come from? - The Growing shopping list

  By Brian Dennehy

  Access Level | member

  Teleconference

• 15Nov2019

  Investment opportunities and the UK election cycle

  15Nov2019

  Are stock market returns linked to the election cycle? Does it matter who is in power? Where are the opportunities? Should you act now?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 15Nov2019

  What's going on in Russia?

  15Nov2019

  The Russian Stock Market is the Best Performer in the World in 2019, according to the Moscow Times this week.
  
  Since the turn of the year, investors in Russia’s stock market would have profited over 40%. Over the past month the Russian Trading System Index (RTSI) is up 12.6%, and over 3 months is up almost 16%.

  By

  Access Level | member

  Market commentary

• 15Nov2019

  World Toilet Day & Why You Should Invest in India

  15Nov2019

  World Toilet Day is on 19th November. This is no laughing matter for 4.2 billion people worldwide and that alone makes it worth highlighting. Counter-intuitively, it also sheds some light on a fantastic long-term investment opportunity.

  By Sam Lees

  Access Level | public

  Fund analysis

• 15Nov2019

  Guest blog: Know what you know

  15Nov2019

  Japan has been one of the cheapest stock markets in the developed world for a number of years and has, typically, been overlooked by Western investors.

  By

  Access Level | member

  Market commentary

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