What’s Hot? What's Not? - Through the looking glass | Fri 30 Aug 2019 Posted by Brian Dennehy on Fri 30 Aug 2019 Membership Free Topic: Sector analysis Alice: This is impossible. The Mad Hatter: Only if you believe it is. [read more]
What's Hot? What's Not? Gold rocks, UK emerging value? | Fri 02 Aug 2019 Posted by Brian Dennehy on Fri 02 Aug 2019 Membership Free Topic: Sector analysis A big performance from gold funds this month. UK funds most prominent amongst the duds. [read more]
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]