Recent Posts

We are reviewing a fantastic, straightforward portfolio this month: the Dynamic UK Smaller Companies Portfolio. Here we look at the performance numbers over both shorter and longer periods, and the latest fund holdings. [read more]

Commodity funds are getting a lot of attention at the moment, and their resurgence could last for years. This is the second of a two-part series in which we apply momentum to a universe of energy and commodity funds. In part 1 we focused solely on unit trusts, and here in part 2 we look at the impact of adding investment trusts. [read more]

Japan has typically been one of the cheapest stock markets in the developed world for a number of years and has tended to be overlooked by Western investors. But not by us [read more]

Commodity funds are getting a lot of attention at the moment, and their resurgence could last for years. This is the first of a two-part series in which we apply momentum to a universe of commodity funds. Here in part 1 we focus solely on unit trusts, and then in part 2 we’ll look at the impact of adding investment trusts. [read more]

China’s population is massive, almost 20% of the world’s total population. 71% of the Chinese population is between 15 and 65 years old, so the labour supply is still immense. [read more]