Commercial Property Funds – Seller Beware | Thu 11 Jul 2019 Posted by Sam Lees on Thu 11 Jul 2019 Membership Gold Topic: Sector analysis Do you hold commercial property funds? They might form the “boring” part of your portfolio but they might soon go through some interesting times. Here we look at the options for investors, clouds on the horizon, and what you should do if you hold (or are thinking of buying) commercial property funds. [read more]
Tech cracks, Eastern promise [Sector review] | Thu 27 Jun 2019 Posted by Sam Lees on Thu 27 Jun 2019 Membership Free Topic: Sector analysis It has been a good first half of the year with some very strong performances. This is a sharp turnaround from the second half of 2018, when the majority of sector averages were negative. [read more]
What’s Hot? What’s Not? Bonds climb, Woodford and China crack | Fri 31 May 2019 Posted by Brian Dennehy on Fri 31 May 2019 Membership Gold Topic: Sector analysis The likelihood of interest rates staying lower for longer, or even falling, has pushed bonds to the top of the pile, while Woodford and China dominate the duds, for well publicised reasons. [read more]
Tech still blowing bubbles | Fri 10 May 2019 Posted by Sam Lees on Fri 10 May 2019 Membership Gold Topic: Sector analysis It’s the 7th anniversary of Facebook going public. This is a great point at which to look at how Facebook and technology has done over the years since the Tech Bubble and what’s happened more recently. What are the risks and where are the opportunities? [read more]
Asian performance boost – NEW Investment Trust research | Thu 25 Apr 2019 Posted by Sam Lees on Thu 25 Apr 2019 Membership Gold Topic: Sector analysis As part of our much-anticipated new Investment Trusts (ITs) research here we look at a sector where this new research has had a powerful effect – Asia Pacific ex-Japan. [read more]