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20Jun2012

The impact of QE on commodities

20Jun2012

With the anticipation of more QE from central banks we expect a spike in commodity prices - but it won't last.

By Brian Dennehy

Membership Access | gold

Investment research
18Jun2012

Bust before boom for commodities?

18Jun2012

There’s been a lot of talk about ‘the end of the commodities boom’. With good reason we believe this is just a blip and the prices of natural resources will continue to rise.

By Ben Debney

Membership Access | gold

Fund analysis
15Jun2012

Boosting your income - what are the options?

15Jun2012

Investors looking to boost their income have several options depending on their objectives. Investment grade bond funds are the safest option for cautious investors. Those seeking a growing income that are comfortable with volatility should look at UK Equity Income funds and focus their attention on payouts. Despite high yields in Europe, we believe Asia is where the real income opportunities lie.

By Brian Dennehy

Membership Access | gold

Generating income
11Jun2012

Asia - the income opportunity investors are missing

11Jun2012

We believe the greatest income opportunities for UK investors lie in Asia. Our research suggests that Asian companies are significantly better placed to grow dividends than their UK counterparts.

By Brian Dennehy

Membership Access | gold

Sector analysis
08Jun2012

Emerging Market Bonds - what's the point?

08Jun2012

We want to consider if there is still a case for investing in EMD, or indeed was there ever one. A year ago we explored whether Emerging Markets Debt (EMD) could provide a safe haven from a broader stock market correction. Markets are now correcting.

By Brian Dennehy

Membership Access | gold

Bond Analysis
08Jun2012

Gravity defying corporate bonds?

08Jun2012

Bonds appear to have been resilient in a difficult month or two. But look past the headline numbers and there’s evidence that gravity is starting to catch up with the corporate bond market rally.

By Brian Dennehy

Membership Access | gold

Bond Analysis
01Jun2012

UK Smaller Companies - Exploding myths

01Jun2012

With the Diamond Jubilee in mind we are celebrating and showcasing the best of British smaller companies. The sector represents a rich vein of UK potential in this time of economic gloom, and there are several myths about smaller companies that need exploding.

By Brian Dennehy

Membership Access | gold

Fund analysis
18May2012

A Short History of Technology Funds, Part 6

18May2012

TECH FUNDS SINCE DOT.COM BUST.
Very few funds have survived intact! In fact only four funds that we can identify, whereas there were twenty eight funds at the peak at the beginning of the last decade. Yet good profits are being made now by these funds, and the outlook is positive.

By

Membership Access | gold

Sector analysis
18May2012

A Short History of Technology Funds, Part 5

18May2012

IS THERE A TECH BUBBLE NOW?
Is there evidence of a bubble now? In Apple or Facebook or tech stocks more generally?

By

Membership Access | gold

Sector analysis
18May2012

A Short History of Technology Funds, Part 4

18May2012

WHAT CAN WE LEARN FROM THE DOT.COM BUBBLE?
Here we explore the Dot.Com bubble of the late 1990s, and draw some important lessons which can help us better understand current market conditions and opportunities, with Apple, Facebook and beyond.

By

Membership Access | gold

Sector analysis

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