Our Blogs

• 11Feb2022

  The Year of the Tiger – Does China have the teeth for 2022?

  11Feb2022

  The Chinese or “Lunar” New Year got underway on 1st February, and many global investors will be hoping for a far more prosperous 2022, after a tricky 2021. Here we look at threats and opportunities, and identify some of the better funds.

  By Ruairi Dennehy

  Access Level | member

  Market commentary

• 11Feb2022

  World ex-UK – Dynamic Portfolio Review

  11Feb2022

  This week we review our Dynamic World ex-UK Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 04Feb2022

  What Is A Superbubble? Be Afraid.

  04Feb2022

  I have been observing, researching and writing about bubbles and crashes for decades. Jeremy Grantham has passionately added to this in recent days, and introduced and defined a scary new category – the superbubble. Here I look at his analysis, what might happen next, but more importantly what is already happening right now.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 04Feb2022

  UK Blended – Dynamic Portfolio Review

  04Feb2022

  This week we review our Dynamic UK Blended Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 04Feb2022

  What’s Hot, What’s Not: Energy Hot, US Not [Fund Edition]

  04Feb2022

  A mix of Targeted Absolute Return and Energy funds dominate the top performers in January. On the flipside, a common theme among many of the straggler funds is a notable exposure to Tech and the US, just like in December’s review, link below.

  By Ruairi Dennehy

  Access Level | member

  What's Hot What's Not

• 04Feb2022

  What’s Hot, What’s Not: Commodities Hot, US Not [Sector Edition]

  04Feb2022

  January’s top and bottom performing sectors almost perfectly mirror the best and worst funds throughout the month, which you can read in the link below. Energy and raw material focused sectors dominate the top spots, whilst the US-heavy sectors continue to struggle.

  By Ruairi Dennehy

  Access Level | public

  What's Hot What's Not

• 28Jan2022

  Value Funds Universe – Updated (January 2022)

  28Jan2022

  Momentum has clearly been with Value-style funds over the last couple of months, so here we update our universe of Value funds.

  By Ben Debney

  Access Level | member

  Fund analysis

• 28Jan2022

  UK All Companies – Dynamic Portfolio Review

  28Jan2022

  This week we review our Dynamic UK All Companies Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 28Jan2022

  Our Vintage Ratings vs AJ Bell, How Do They Stack Up?

  28Jan2022

  In November 2021 AJ Bell published a list of top quartile funds within their sector over one, three, five and ten year periods.

  By Ruairi Dennehy

  Access Level | public

  Market commentary

• 21Jan2022

  Your Questions Answered - January 2022 Teleconference Q&A

  21Jan2022

  Questions and Answers for the January 2022 Gold Members' Teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

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