Our Blogs

• 23Aug2024

  Vintage Funds Guide – Opportunities From Dollar Weakness – Peak Prepared?

  23Aug2024

  The latest Vintage Funds Guide kept demand on our web site buzzing this week. We put a number on the potential peak for the US stock market, and consider what it means if a US market peak is just ahead. If the US dollar weakness persists the list of winners is clear, as we show you. And Japan has reached a point where its potential might finally be unlocked. READ ON.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 23Aug2024

  Vintage Report 2024 – The Good, The Bad & The Ugly

  23Aug2024

  96% of investment funds are not good enough.
  
  OK, you’ve already seen that stat this week, and you may think that is an attempt at a headline grab, but year after year this number is alarmingly high, and ultimately highlights the inefficiencies of the majority of the fund management industry.
  

  By Ruairi Dennehy

  Access Level | public

  Investment research

• 16Aug2024

  The World Bounces – Highs Ahead - How’s Your Head? – Reflection Time

  16Aug2024

  Markets crashed last week, surged this week. We explore what this means for your investing, and what lessons can be learnt. It is also a great time to review your investment plan, ahead of the often (even more) volatile Autumn, and there is a check-list for you. Last and definitely not least, our projections for new peaks in many markets remain in place. READ ON.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 09Aug2024

  Japan Flash Crash – Not What You’ve Been Told – Did You Panic?

  09Aug2024

  It was a bad week for Japan, and we explain what happened, as most of the media coverage was incorrect. Some UK investors panicked on Monday, and it is a good time to reflect on this. The “carry trade” wasn’t the problem, but the huge sums borrowed in this way are still dotted around the globe, with unpredictable consequences in months ahead. READ ON.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 02Aug2024

  Japan Plunges – Dynamic Updates Hit Spot – 5x The Index Anyone?

  02Aug2024

  Just when we thought Japan was holding steady, along came growing US market doubts to upset the Apple cart and ripple around the globe. While some investors are well justified in running for the hills, others will sniff out opportunities. The UK had another good week, and also dominates in our Hot Funds analysis over the last month. Right on cue a Dynamic portfolio update for the UK, which has outperformed the index more than 4x since inception. READ ON.

  By

  Access Level | public

  Market commentary

• 02Aug2024

  What’s Hot, What’s Not: UK Smallers Soar, Tech and China Struggle [Fund Edition]

  02Aug2024

  Unprecedented in our memory. Hot funds dominated by the U.K., with tech and China struggling. A big gap between winners and losers this month.

  By Joe Richardson

  Access Level | public

  What's Hot What's Not

• 02Aug2024

  What’s Hot? What’s Not: UK Hot, Tech and Asia Not [Sector Edition]

  02Aug2024

  U.K. equities uniquely dominate the Hot sectors, whereas China has dragged three sectors into the dud list.

  By Joe Richardson

  Access Level | public

  What's Hot What's Not

• 02Aug2024

  Dynamic Portfolio Review: August 2024

  02Aug2024

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

  By Joe Richardson

  Access Level | public

  Dynamic Portfolios