Our Blogs

• 13Nov2020

  Inflexion Point: The UK Really Is World Beating!

  13Nov2020

  Joe Biden said “we stand at an inflexion point”. This week we might have seen an inflexion point, a fundamental turning point, which will release the considerable potential of Value funds. Here we look at which funds were hot in recent days.

  By

  Access Level | member

  Fund analysis

• 13Nov2020

  World Toilet Day 2020 - Shining a light on investment opportunities

  13Nov2020

  World Toilet Day is on 19th November. Despite the strange name, this is no laughing matter for the 4.2 billion people worldwide living without access to safely managed sanitation. Counter-intuitively, it also sheds some light on a fantastic long-term investment opportunity.

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  Fund analysis

• 13Nov2020

  Pfizer Day – Just Fizz Or Something More?

  13Nov2020

  Last Friday we finished a draft note to go to some advisory clients of Dennehy Weller & Co, who were due a review this week – well, we thought we had finished it!

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 06Nov2020

  GUEST BLOG – Dividends part 2: the search for sustainable income

  06Nov2020

  A high-profile fund failure, widespread dividend cuts in the wake of coronavirus, high-yielding companies underperforming. Income investors are feeling the heat. But it shouldn’t be about chasing yields. Charles Luke, Senior Investment Director UK Equities, explains why – now more than ever – an approach centred on quality is the key to unlocking sustainable income.

  By Guest Blog

  Access Level | member

  Fund analysis

• 06Nov2020

  GUEST BLOG – Dividends and the pandemic part 1: where are we seven months on?

  06Nov2020

  Covid-19’s widespread financial damage includes an unparalleled hit to company dividends. Meaning more tough times for income investors. But the situation varies across sectors. It’s not all bad news. Charles Luke, Senior Investment Director, UK Equities, shares the latest on dividends – including signs of stability and renewed activity.

  By Guest Blog

  Access Level | public

  Fund analysis

• 06Nov2020

  Japan 3-month - Dynamic Portfolio Review

  06Nov2020

  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. This month we review our Dynamic Japan 3-month momentum portfolio, a tweaked version of our normal Dynamic Portfolios.

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  Dynamic Portfolios

• 06Nov2020

  Emotional markets, Biden, and UK update

  06Nov2020

  Markets have been wild this week intra-day, and are highly emotional. Here I try and make sense of some of what has happened, what a Biden presidency might mean for investors, and look at how the UK market has reacted, updating the recent teleconference analysis.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 30Oct2020

  UK stock market – How Low Can It Go? A Lot Lower

  30Oct2020

  Last week I looked at the “worst case” for the pivotal US stock market. Today I look at the same for the UK, as well as a more optimistic central case.

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  Market commentary

• 30Oct2020

  Scary funds? Only If You Don’t Have A Plan

  30Oct2020

  There have been plenty of frightening times for investors in recent years, no more so than 2020. But panic will only sets in if you are investing without a clear rationale, a clear plan. Here we look at the scariest funds of 2020 and how you can avoid getting stuck in funds like these in the future.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 30Oct2020

  What’s Hot, What’s Not: China booms; Europe swoons [Funds Edition]

  30Oct2020

  China, Asia generally, and Global Emerging Market funds are the standout performers this month. Europe however, not so great, and US gains in October were wiped out over the last week.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

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