World ex-UK – Dynamic Portfolio Review | Fri 19 Feb 2021 Posted by Brian Dennehy on Fri 19 Feb 2021 Membership Gold Topic: Sector analysis This week we review the Dynamic World ex-UK portfolio, which focusses on the main stock market sectors excluding the UK. Here we look at how the portfolio is made and its great performance numbers. [read more]
China New Year – New Opportunity | Fri 29 Jan 2021 Posted by Brian Dennehy on Fri 29 Jan 2021 Membership Gold Topic: Sector analysis We keep saying it. This is “The Asian Century”. This week, with the Chinese New Year upon us, we provide an update on China. In the next few weeks, we will return to Japan and Asian smaller companies. [read more]
Sustainably Profitable? The Opportunities for Cleaner Energy | Fri 15 Jan 2021 Posted by Ruairi Dennehy on Fri 15 Jan 2021 Membership Gold Topic: Sector analysis The world is always changing, and the pandemic has accelerated some huge trend changes. One which will increasingly impact all of our lives over the next decade is the move to cleaner and sustainable energy. But is it a trend from which you can make money? That is todays focus. [read more]
The Best and Worst Sectors in 2020 | Fri 18 Dec 2020 Posted by Brian Dennehy on Fri 18 Dec 2020 Membership Gold Topic: Sector analysis In this blog we look at the winning sectors in 2020, and also those at the bottom of the pile. [read more]
What’s Hot, What’s Not: Energy and Value soar; Gold hits the floor | Fri 27 Nov 2020 Posted by Brian Dennehy on Fri 27 Nov 2020 Membership Gold Topic: Sector analysis A flurry of encouraging vaccine announcements mean that Energy and Value funds take the spotlight this month, while Gold has taken a tumble. [read more]