Pig out on China? | Fri 08 Feb 2019 Posted by Brian Dennehy on Fri 08 Feb 2019 Membership Free Topic: Fund analysis For the last 40 years the West has been mostly negative on prospects for China – and been proved wrong. That is my long-held view, and was also the view expressed by one Anglo-Saxon fund manager. As the Year Of The Pig dawns, might the negativity be right this time? [read more]
Should you buy Value funds in 2019? | Fri 04 Jan 2019 Posted by Brian Dennehy on Fri 04 Jan 2019 Membership Gold Topic: Fund analysis Since 2016 we have been excited about the potential in Value funds but the results have been mixed as Growth has dominated. There are once again some more positive signals coming from Value funds as we head into 2019. Should you take a look? And if you are interested, what should you consider? Here we look at what Value is, why it’s exciting and what investors should do. [read more]
China – cheap – focussed – determined - BUY | Fri 12 Oct 2018 Posted by Brian Dennehy on Fri 12 Oct 2018 Membership Gold Topic: Fund analysis In yesterday’s teleconference we highlighted the investment opportunity in China. Here is that overview plus more detailed comment from a number of fund managers of China funds, plus a review of your fund choices. [read more]
The Four Waves of AI (Guest blog) | Fri 21 Sep 2018 Posted by on Fri 21 Sep 2018 Membership Gold Topic: Fund analysis A new book, AI Superpowers by Kai-Fu Lee, is a must-read assessment of Artificial Intelligence, or AI, which is the new Space Race, and which will rapidly change the shape of our world. [read more]
An exceptional bond fund – M&G Global Macro Bond | Fri 17 Aug 2018 Posted by Brian Dennehy on Fri 17 Aug 2018 Membership Free Topic: Fund analysis This week we painted an ugly picture for bonds in our teleconference. One listener asked “do you personally hold any bond funds?”. Here we focus on M&G Global Macro Bond fund, a fund that has worked well for a prolonged period, and which has the flexibility to do so looking ahead. [read more]