Our Blogs

• 25Apr2018

  Gold Members' Teleconference - April 2018

  25Apr2018

  Cyber Security and Your Investments - US/Russia Sanctions - History of Market Bubbles - Why no Sharp full to date? - "Elegant Maths" 1930s context

  By Brian Dennehy

  Access Level | member

  Teleconference

• 20Apr2018

  Should you Sell in May? The numbers

  20Apr2018

  The volatility earlier in the year, coupled with talk of trade wars (or real wars) might leave you fretting. If so, the “Sell In May” adage might have you thinking right now. Here we look at whether there is any basis for following the Sell in May process. The results are fascinating.
  

  By Sam Lees

  Access Level | public

  Investment research

• 20Apr2018

  Buffett Junkies Not So Daft

  20Apr2018

  Shane Parrish (who drives the thought-provoking Farnham Street blog) tells of his decade of attending Berkshire Hathaway’s annual conference. BH is the vehicle of Warren Buffett and Charlie Munger, and a remarkable 50,000 “Buffet junkies” attend. Is there any point? Are you really going to learn anything new, year after year?
  

  By Brian Dennehy

  Access Level | public

  Investment research

• 20Apr2018

  Russian Lessons

  20Apr2018

  Russia has taken a battering recently. We take a look at the Russian case, and more broadly why investors must think through investment choices whether using a rules-based process (such as Dynamic ratings) or otherwise.
  

  By Sam Lees

  Access Level | member

  Market commentary

• 13Apr2018

  Bizarre Bond Choices - what's going on?

  13Apr2018

  “Investors appear to be shunning UK Equity Income funds and buying Strategic Bond funds. Why so if interest rates are heading up?” so we were asked this week. “What about if you have an income priority? Would you recommend any bond funds?”

  By Brian Dennehy

  Access Level | public

  Market commentary

• 13Apr2018

  India: Reviewing The Fund Choices

  13Apr2018

  In a recent blog we reviewed the outlook for India, inspired by a recent field trip from the Goldman Sachs team, and remain enthusiastic for the long term. Here we review the various fund choices.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 06Apr2018

  NEW - research from London Business School

  06Apr2018

  London Business School, and Elroy Dimson in particular, have for many years been a great source of very detailed research on momentum investing, and much more besides. Their latest insights are more intriguing than ever.
  

  By Brian Dennehy

  Access Level | public

  Investment research

• 03Apr2018

  What’s Hot, What’s Not: Property dominates, India and Tech dive [Fund Edition]

  03Apr2018

  This month’s analysis features Japan funds in both the top and bottom funds over the last month, and Jupiter India is the worst fund of the last month.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 03Apr2018

  Should you use your ISA allowance?

  03Apr2018

  Yes. The tax advantages are huge. Here we look at the best it could have been (with the benefit of hindsight) as well as some great solutions for volatile markets – but you must act now.

  By Brian Dennehy

  Access Level | member

  Generating growth

• 29Mar2018

  Wobble Update – It Ain’t Over ‘Til The Canary Sings

  29Mar2018

  The story so far. In the February teleconference and subsequent blog (Trying To Know the Unknowable) we highlighted that, despite valuations suggesting poor stock market returns on a 7-10 year timescale, there could be some excitement, and decent profits, on a 18-24 month view.

  By Brian Dennehy

  Access Level | member

  Market commentary

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