Our Blogs

• 02Mar2017

  New Woodford Launch: Once upon a time…

  02Mar2017

  Investors love a good story. And the investment fund industry loves to tell stories – in fact its very survival is dependent on the investing public buying into these stories.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 01Mar2017

  Parallels with 1987?

  01Mar2017

  On many previous occasions we have highlighted something called CAPE (cyclically adjusted price earnings ratio) as an indicator of stock market value. In particular highlighting that the US stock market is completely over-the-top.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 01Mar2017

  What’s Hot? What’s Not? US drives higher while commodities crumble? [Fund Edition]

  01Mar2017

  After dominating last month commodities have been sliding in February. Absolute Return, including those with a European focus, also makes an unwelcome appearance.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

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