Our Blogs

• 23May2017

  Vanguard fans risk huge losses

  23May2017

  The low-cost giant Vanguard has attracted record sums from investors and has now launched its own platform. Are investors being lulled to sleep by the Siren-song of cheap trackers, or are those money flows the result of well-thought out, rational investment decisions?

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 23May2017

  Woodford 3 Year Anniversary: Losing Momentum

  23May2017

  The 3 year anniversary of the launch of Neil Woodford’s inaugural fund: Woodford Equity Income is coming up (2nd June). After a good start, the last year has been poor. These are the facts.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 23May2017

  Can Trump crash the market?

  23May2017

  It isn’t always possible to separate heat from light. Trump is a good example of the former, Indian PM Narendra Modi of the latter (more on that here). Investors seem to be preoccupied that a “Trump impeachment” will crash the US market. Should you be worried?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 19May2017

  Is it time to invest in Frontier Markets?

  19May2017

  Developed markets have been strangely calm of late. Money printing by central banks and artificially low interest rates in developed markets have boosted markets over the past few years. But those good times can't last forever. Is it time to consider alternatives like Frontier Markets? Here we lift the bonnet to try and answer that question.

  By Brian Dennehy

  Access Level | member

  Sector analysis