Our Blogs

• 07Aug2020

  Gold – let me tell you a story – Part 1

  07Aug2020

  Some gold myths need exploding, and I will do that here in Part 1. I will also show you my extraordinary timing in buying gold – and then how I blew it! Plus, the extent of the opportunity that still lies ahead. That’s all in Part 2. But please do read this blog first…

  By Brian Dennehy

  Access Level | member

  Investment research

• 06Aug2020

  UK Blended – Dynamic Portfolio Review

  06Aug2020

  This month we kick off with a review of one of our popular portfolios: the Dynamic UK Portfolio. It focusses on the three UK sectors. Like the Dynamic UK All Companies portfolio reviewed last month, it has a superb track record. Here we review how the portfolio is made and its great performance numbers.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 06Aug2020

  Vintage highlights – Global review

  06Aug2020

  Our Vintage Ratings offer a straightforward means to identify funds. It requires less work from you but the results can give more than 2x the return of the sector average. In the third part of our Vintage funds update we look overseas at the Global sector – fund selection could not be simpler than this if you want something better than mediocrity.

  By Sam Lees

  Access Level | member

  Generating growth

• 06Aug2020

  A momentum portfolio for “tech”? One to keep an eye on…

  06Aug2020

  Tech has been the darling of the last few years. The Nasdaq index has returned over 233% since 2015. Can a momentum approach beat that? You asked, so we took a look and applied our Dynamic Fund Ratings to a bucket of tech funds. Here is what we found…

  By Sam Lees

  Access Level | member

  Portfolio building

• 31Jul2020

  Guest blog: Tips to counter the despair of volatile markets

  31Jul2020

  The marvellous Value Perspective team at Schroders have contributed this week’s guest blog. Do you invest like the person with their nose on the windscreen, driving at 90mph, 6 inches behind the person in front of you? If not, what best describes how you feel right now?

  By Schroders Investment Team

  Access Level | public

  Market commentary

• 31Jul2020

  What’s Hot, What’s Not: Gold on the rise; UK and Property struggle [Fund Edition]

  31Jul2020

  Gold is again topping the tables along with Asian funds. The UK and property shares struggled, along with a couple of Absolute Return funds.

  By Sam Lees

  Access Level | public

  What's Hot What's Not

• 31Jul2020

  Vintage highlights – UK review

  31Jul2020

  Fancy a straightforward means to identify funds giving you more than 2x the return of the average UK growth fund and equivalent index trackers? It’s part two of our Vintage funds update – fund selection could not be simpler than this if you want something better than mediocrity.

  By Sam Lees

  Access Level | member

  Generating growth

• 31Jul2020

  Home or Away? Are you biased?

  31Jul2020

  UK-based investors have nearly 9x as much in the UK stock market than seems sensible. On the other hand, many UK investors have much more invested in the US stock market than they might realise. Does this matter? And how do you know when to switch between such polarised positions?

  By Sam Lees

  Access Level | member

  Portfolio building

• 24Jul2020

  (Lots of) money to be made when the worm turns…

  24Jul2020

  Valuation difference between the US and The Rest Of The World has never been bigger, driven by big tech. When the leadership changes there will be a big opportunity for those on the right side of the cycle. In this blog, extracted from the July teleconference, we look at how we got here and the opportunity.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 24Jul2020

  Vintage highlights – Europe ex-UK

  24Jul2020

  We are starting off our latest Vintage review with a look at Europe. This is ahead of our full Vintage update, which will be published later. Here is a preview of the European results, as Europe is a current theme, showing the great performance over time, and how the methodology compares with Dynamic Fund Ratings.

  By Sam Lees

  Access Level | public

  Generating growth

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