Our Blogs

• 31May2019

  3x the index over the long term (Dynamic Global review)

  31May2019

  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

• 31May2019

  What is helicopter money? (Part II)

  31May2019

  In Summer 2016 Japan announced a $45bn package of what is effectively “helicopter money”. Here’s how it might work nearer to home.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 31May2019

  What is helicopter money? (Part I)

  31May2019

  Helicopter money is coming – some might call it Modern Monetary Theory or “QE for the people”, but the effect is the same. This is a very significant change which will have a huge impact for years to come. Here we explain the background. For those in the UK over age 40 it is more familiar than you might think (see Part II).

  By Brian Dennehy

  Access Level | public

  Market commentary

• 31May2019

  Woodford 5th anniversary

  31May2019

  It is the 5th anniversary of the launch of Neil Woodford’s inaugural fund, Woodford Equity Income. He has struggled to avoid the headlines in recent months, for all the wrong reasons. Here we look at the fund’s record and what action investors should take.

  By Sam Lees

  Access Level | public

  Fund analysis

• 31May2019

  What’s Hot? What’s Not? Bonds climb, Woodford and China crack [Fund Edition]

  31May2019

  The likelihood of interest rates staying lower for longer, or even falling, has pushed bonds to the top of the pile, while Woodford and China dominate the duds, for well publicised reasons.

  By Brian Dennehy

  Access Level | member

  What's Hot What's Not

• 24May2019

  Is your Asia fund in Australia? Be wary

  24May2019

  The Australian election was another political surprise – perhaps surprises should not surprise us any more! As the spotlight turned on Australia it revealed important investment implications too, both for your Asian fund holdings, and for holders of passive parts, index trackers.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 24May2019

  Trade War latest – the result Trump didn’t want

  24May2019

  The technology cold war between the US and China has continued apace in recent weeks, in particular since our blog on Huawei. But as sanctions on Huawei have sharply increased, counter-intuitively the long-term attractions of China have increased – not what President Trump intended.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 24May2019

  Towering Mediocrity

  24May2019

  Last week I highlighted that if you wish to succeed in any field (beyond luck) you need a certain state of mind - you need to be prepared to read a lot, critically learn, and act decisively. This is the approach of Warren Buffett (he of a USD66 billion fortune and a towering IQ).

  By Brian Dennehy

  Access Level | public

  Market commentary

• 24May2019

  India - Modi's Resounding Victory

  24May2019

  India has just completed the world’s largest democratic exercise and delivered a resounding victory for Prime Minister Narendra Modi. Now all the votes have been counted, we take a step back to look at what Modi did in his first term, what he plans to do and what that means for investors.

  By Sam Lees

  Access Level | member

  Market commentary

• 17May2019

  Market Update - Events Unfolding In A Textbook Fashion

  17May2019

  An extract from the recent May teleconference for Gold Members covering the market update.

  By Brian Dennehy

  Access Level | member

  Market commentary

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