Our Blogs

• 10Mar2023

  The Trend Is Your Friend?

  10Mar2023

  A trend is a move in a certain direction which persists. At any one time it is important for your investing success to understand which trends are in place, and whether they are working in your favour.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 10Mar2023

  Need to act now? New Capital Gains Tax rules

  10Mar2023

  Getting to grips with Capital Gains Tax (CGT) is particularly important right now, as the rules are changing quite dramatically from April.

  By Tara Dennehy

  Access Level | member

  Market commentary

• 03Mar2023

  Chart Of The Week: UK Value continues to outperform

  03Mar2023

  Value funds, represented here by Schroder Recovery and JOHCM UK Equity Income, are continuing to outperform the UK indices.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 03Mar2023

  What’s Hot, What’s Not: Absolute Return Hot, China Not [Fund Edition]

  03Mar2023

  This month the funds that dominate our top spots are those which have the potential to buck the larger trends, in the form of Absolute Return and UK Value. On the other hand, Gold and China sink, read on to find out why!

  By James Newstead

  Access Level | public

  What's Hot What's Not

• 03Mar2023

  What’s Hot, What’s Not: Europe Hot, Asia and Linkers Not [Sector Edition]

  03Mar2023

  Europe and the UK were the positive highlights over the last month, with steady progress. Asia dominated the strugglers.

  By James Newstead

  Access Level | public

  What's Hot What's Not

• 03Mar2023

  Dynamic Portfolio Review: March 2023

  03Mar2023

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables and graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By James Newstead

  Access Level | member

  Dynamic Portfolios

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