Our Blogs

• 27Oct2017

  What’s Hot? What’s Not? Asia re-emerges, China keeps motoring [Fund Edition]

  27Oct2017

  It feels as if normal service has resumed, with India and China, plus Asia and emerging markets generally, reclaiming the Top 10 which they have dominated for much of this year. Gold, energy, biotech and infrastructure feature at the bottom.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 27Oct2017

  Emerging markets - prepare for a roller-coaster

  27Oct2017

  Emerging markets have had a great year. History suggests that this uptrend could be at an early stage, revealed here. And valuations remain attractive. But you shouldn't relax too much, as we explain.

  By Brian Dennehy

  Access Level | public

  Sector analysis

• 27Oct2017

  The Overnight Test (and contingency planning)

  27Oct2017

  After some great gains in recent years, and notable outperformance versus markets, investors should be planning what to do in a downturn. Do you have a plan to sell? If you haven't thought about it, try "The Overnight Test".

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 20Oct2017

  Best China Growth Funds

  20Oct2017

  In the blog with which this one is paired, we set out the upside for China. It is not a short-term story, and it is an uptrend that has been in place for at least 30 years. Here we look at what did well over the last 30 years and which funds to consider for the future.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 20Oct2017

  China - the Long March Upwards

  20Oct2017

  Interestingly, the best fund since 1987 is Henderson China Opportunities. This is also the week of China’s 19th Party Congress, a meeting of their movers and shakers held every 5 years, and President Xi is coming under unusual media attention in the West. It has been a great year for China growth funds – have you missed the boat?
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 20Oct2017

  The 5 Essential Lessons from the 1987 Crash

  20Oct2017

  If you don’t get to grips with these you are destined to make a raft of errors in the months and years ahead. Do make an effort to learn from history – it will pay off handsomely.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 16Oct2017

  Best & Worst investments since 1987

  16Oct2017

  There aren’t a vast number of funds which survive intact from 1987, as many have been closed, or merged since ’87. Nonetheless the analysis here is interesting as a look back at what's done well and what hasn't since the Great Crash of 1987.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 13Oct2017

  How far down for the stock market? Are you prepared?

  13Oct2017

  The Autumn air and the 30th anniversary of The Great Crash of 1987 is accompanying increasingly negative rumblings from the investment industry's chattering classes.
  
  If the stock market does head lower, it is a good time to consider how far down might be the most significant stopping point.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 13Oct2017

  NEW PORTFOLIO. The profit opportunity in Japan

  13Oct2017

  There is an intriguing mix of elections just ahead with Japan of most interest to us here. Social mood throughout the West has self-evidently turned negative, and the political risk to markets rises with every election. In upcoming elections, the east/west division will be stark.
  
  Here we focus on the positive opportunity to the East, Japan. And consider a new portfolio.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 06Oct2017

  1987 vs 2017 - The Worrying Comparison

  06Oct2017

  The market vulnerability now is quite different to 1987, and is derived from the most expensive US stock market ever. This is accompanied by widespread investor irrationality (evidenced by the scale of ETF buying with a focus on price, and a reckless disregard of value). Together these two elements are the foundation for a classic investment bubble.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 1
• 2
• >
• >>