Our Blogs

• 12Aug2022

  Potential Unlocked – The Investment Opportunities

  12Aug2022

  Last week I looked at how the UK's huge economic potential can be unlocked with political leadership. This week it’s time to consider the investment opportunities which, given that direction, would also blossom.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 05Aug2022

  Massive Untapped Potential Seeking Leadership

  05Aug2022

  Today I want to look at how the pandemic and the Tory leadership contest have together revealed the weakness of conventional economics, and, much more importantly, shone a light on huge untapped potential. Next week I look at the investment potential this could unlock.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 05Aug2022

  World ex-UK – Dynamic Portfolio Review

  05Aug2022

  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

  Access Level | member

  Dynamic Portfolios

• 29Jul2022

  China Gradually Returning To Pragmatism

  29Jul2022

  US-based Andy Rothman, investment strategist at Matthews Asia, outlines reasons for longer term optimism, and explains that the key short-term risk is the degree of pragmatism in China’s response to the BA.5 variant of Omicron.

  By Guest Blog

  Access Level | member

  Guest Blog

• 29Jul2022

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

  29Jul2022

  July’s top and bottom performing sectors almost perfectly mirror the best and worst funds throughout the month. The tech and innovation focussed sectors dominate the top spots, while China and a mix of global bonds had a tough July.

  By Ruairi Dennehy

  Access Level | public

  What's Hot What's Not

• 29Jul2022

  What’s Hot, What’s Not: Fund Edition [Fund edition]

  29Jul2022

  An eclectic mix of funds make up the top performers in July, including a Commodities and a Japan fund. Nonetheless, Tech seems to be the underlying theme of most hot funds for July. On the flipside, a complete reversal from June’s commentary where China dominates the laggards.

  By Ruairi Dennehy

  Access Level | member

  What's Hot What's Not

• 29Jul2022

  Cautious – Dynamic Portfolio Review

  29Jul2022

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

  By Ruairi Dennehy

  Access Level | member

  Dynamic Portfolios

• 22Jul2022

  China Turning?

  22Jul2022

  72% of you said you would not invest into China in response to their inaction over the Ukraine invasion.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 22Jul2022

  Bonkers 6-Month – Dynamic Portfolio Review

  22Jul2022

  This week we review our Bonkers 6-Month Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ruairi Dennehy

  Access Level | member

  Dynamic Portfolios

• 22Jul2022

  Dud Funds Report 2022 – The Mismanaged £66bn

  22Jul2022

  After last week's Vintage Funds Report, this week we issue our Dud Funds Report.

  By Ruairi Dennehy

  Access Level | public

  Fund analysis

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