Our Blogs

• 12Jun2020

  European Value – the opportunity and the risks

  12Jun2020

  Last week we looked at an opportunity in UK Value funds (The Value Opportunity). This week we broaden this out to look at how Growth and Value has fared in Europe. Are things different there, are there opportunities for investors and what should you buy? Or is Europe an accident waiting to happen?

  By Sam Lees

  Access Level | member

  Market commentary

• 12Jun2020

  A Crazy Week – this is how it ends

  12Jun2020

  It began last Friday when markets went on a tear upwards, and finished yesterday with a collapse. If the Grand Old Duke of York had been on some nutty illegal substance, his progress would have been a bit like the US stock market over the last week. This is how stock market manias end. Here is the week, day by day.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 11Jun2020

  Investing Under 30? You Will Want Some Of This

  11Jun2020

  Are you aged under 30? You go to work day after day to make money. How about using that money to make more money? That’s investing. Possibly in a way which could transform your life, or at the very least your financial well-being.

  By Brian Dennehy

  Access Level | public

  Generating growth

• 11Jun2020

  Guest blog: U.S. and China: A World of Two Asset Classes?

  11Jun2020

  We have covered China in detail in recent blogs (linked to at the end).

  By

  Access Level | member

  Market commentary

• 05Jun2020

  The Value Opportunity

  05Jun2020

  Last week (An Alternative View) I mentioned that on 14th May something stirred – Value investing stirred. This week I explore that in more detail, because it could have very (profitable) significance for years to come.

  By Brian Dennehy

  Access Level | member

  Sector analysis

• 05Jun2020

  Income Opportunities Overseas (US, Global, Europe and Japan)

  05Jun2020

  The need for income is still great and that need is increasing thanks to the continued fall in bond yields and aging populations around the world.

  By Sam Lees

  Access Level | member

  Generating income

• 05Jun2020

  Global - Dynamic Portfolio Review

  05Jun2020

  The Dynamic Global Portfolio moves investors into the sectors with the most momentum. Here we review the portfolio and with review dates in December and June. Read on to find out about the great potential the Dynamic Global Portfolio creates for investors over the long-term.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 29May2020

  What’s Hot What’s Not: America Great Again; Absolute Returns? Not really…

  29May2020

  A similar set of tables to last month. The US has continued to press on up while property and absolute return struggle. Overall, it’s a more positive showing this month, with the worst fund down “just” 4.5%.

  By Sam Lees

  Access Level | public

  What's Hot What's Not

• 29May2020

  An Alternative View – And What To Buy

  29May2020

  In last week’s blog (Embrace your mistakes – the ultimate measure of success) I missed one important factor as your investing skills grow – being prepared to address views different from your own, in a constructive way. Today I want to consider an alternative view from one of the M&G fund managers, who is positive in the short term. Taking on their mantle, I then pursue their argument to its logical conclusion – analysing what fund or funds you might buy.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 29May2020

  UK Income Funds – Looking Beyond The Big Dividend Hit

  29May2020

  The need for income is still great and that need is increasing thanks to the continued fall in bond yields and aging populations around the world. Recently, the focus of many headline writers has been the hit to income investors as dividends are slashed as a result of the pandemic.

  By Sam Lees

  Access Level | member

  Generating income

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