It’s not an easy time to make money in mainstream stock markets. Yet the returns from frontier emerging markets have been positive over the last 6 months, in contrast to…
In a break from tradition (i.e. an investment theme) here is a personal note from Brian Dennehy on his travels, as requested by one client – though we’re still not…
For a small number of years it has been clear to us that the Government was laying the ground for an effective abolishing of pension plans as now understood, with…
Doubts are growing as to the ability of central banks to maintain the stability of the world economy and investment markets. Does it matter? Regular readers might recall that a…
The Opportunities growing as markets have fallen sharply, they might fall more sharply than they already have (5,000 is an obvious target for FTSE 100), and there are swirling geopolitical…
Though the headlines screamed “China”, they mostly missed the reality of what is driving (and will continue to drive) markets. Here we explore that bigger picture. As we said would…
Volatility in financial markets is growing. Here are pointers on where there is still value or a strong supporting trend. P.S. The latest TopFunds Guide is available shortly, and has…
The EU is the world’s biggest economic block, so their problems are our problems in the UK – even if the UK leaves the EU. Here we explore some unsettling…
The first quarter of 2015 was fascinating. In stock market terms Japan was the star, closely followed by Europe. In contrast real world economic indicators out of the US are…
Stock market investors have had a lot a volatility to deal with already this year, which we explore here. But there are still opportunities (which we consider in the latest…
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