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Our Blogs

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06Nov2026

Trump Loss Not Good News – China And India Shine – Oil Opportunity?

06Nov2026

Trump was smashed, but that might not be great news for investors, as we explain. Oil is interesting, gold isn’t, at least not yet, and crypto is for the birds. Notably strong performance, against the US and tech trends, from India and China, and the UK is holding steady. READ ON...

By Brian Dennehy

Access Level | public

Market commentary
05Nov2026

Dynamic Portfolio Review: November 2026

05Nov2026

In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

By Joe Richardson

Access Level | public

Dynamic Portfolios
30Oct2026

Biotech And UK Shine - France Wobbles – Tax Help

30Oct2026

John Healey's first Budget was reassuringly dull, but it did little to answer the bigger questions about government over-spending or long-term growth. France offers a rather uncomfortable glimpse of what can happen when those questions are avoided for too long. Meanwhile, the headline US stock market still looks remarkably resilient, but beneath it the average share has already taken a considerable beating, while the financial strain underlying the AI spending boom is becoming much easier to see. We still cannot predict the turn. We can, however, have a decent idea where we are. READ ON...

By Brian Dennehy

Access Level | public

Market commentary
30Oct2026

What’s Hot? What’s Not: Biotech Bounce, Asia Off [Sector Edition]

30Oct2026

The most interesting positives were the bounce in Biotech and signs of life in UK sectors. China and Asia are the disappointments.

By Brian Dennehy

Access Level | public

What's Hot What's Not
30Oct2026

What’s Hot, What’s Not: UK Stirs, Korea Slumps [Fund Edition]

30Oct2026

Signs of life in the UK are welcome, though still limited, while the collapse in Korea feels like a dress rehearsal for US tech.

By Brian Dennehy

Access Level | public

What's Hot What's Not
16Oct2026

Beneath The Headlines – China Builds – India’s Borrowed Boom – Japan’s Small-Cap Cull

16Oct2026

With Brian currently travelling between India and China, we thought it would be an appropriate time to take a look at where investors should be looking in Asia, and it’s rarely where the headlines point. We delve into China’s shift from copying to inventing, why India’s growth doesn’t always reach shareholders, and what Japan’s brutal small-cap cull could mean for those prepared to dig. READ ON

By Joe Richardson

Access Level | public

Market commentary
09Oct2026

US Cracks – Europe Riots – Tech Rides Higher

09Oct2026

The cracks are widening in the US stock market, in ways which are increasingly visible, and coloured by uncomfortable precedents. Europe is also going through a tough time, and another euro crisis could be in the making. Even our Bonkers Portfolio had a tough time! READ ON…

By Brian Dennehy

Access Level | public

Market commentary
09Oct2026

What’s Hot? What’s Not: Tech leads US up, India struggling [Sector Edition]

09Oct2026

Gains were not great across sectors, with the sole exception of tech, while the Asian giants struggled, along with commodities.

By Brian Dennehy

Access Level | public

What's Hot What's Not
09Oct2026

What’s Hot, What’s Not: Tech Dominates, Commodities Flop [Fund Edition]

09Oct2026

A handful of giant tech stocks have driven tech funds to dominate the month, whereas a range of commodity funds flopped.

By Brian Dennehy

Access Level | public

What's Hot What's Not
09Oct2026

Dynamic Portfolio Review - October 2026

09Oct2026

In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

By Joe Richardson

Access Level | public

Dynamic Portfolios

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