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Owain Bennallack

Owain is a magpie of the investing world -- and not because he gets into a flap. Almost any style of investing might suit him, depending on the bigger picture, and he's held all sorts of companies. Paraphrasing Keynes, he says: “When the market changes, I change my mind -- what do you do?” That said, Owain is usually a buyer of equities, where he prefers lightly geared, modestly rated companies, and is increasingly on the lookout for Buffett-style intangible quality. He aspires to buy-and-hold: his best investment ideas are worth much more than he sold them for. Then again, his worst investment went bust due to management fraud!

Recent Articles

Investing Articles

You don’t have to buy the market

| Owain Bennallack

If you want to fine-tune your exposure to what happens next, we think stock picking will be more fruitful than…

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Investing Articles

5 straightforward reasons to pass on an investment

| Owain Bennallack

Don't invest in opportunities you don't believe in.

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Investing Articles

A tale of two retailers

| Owain Bennallack

Why Next could be a better recovery play than Marks and Spencer.

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Investing Articles

Online retailers’ wild ride sums up shopping for shares in 2020

| Owain Bennallack

Online retailers seem like natural beneficiaries from lockdown life.

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Investing Articles

Are you ready to wade into the stock market wreckage?

| Owain Bennallack

Going against the crowd should power your portfolio to future profits.

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Investing Articles

Competition watchdog’s bark will likely prove worse than bite

| Owain Bennallack

Most previous investigations have found little evidence of anti-competitive antics, suggesting shareholders have little to worry about.

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Investing Articles

Will 2020 be the year the banks bounce back?

| Owain Bennallack

Could UK banks finally experience the recovery enjoyed by their US peers?

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Investing Articles

5 ways to profit from the death of the high street

| Owain Bennallack

Shop properties are trading at a big discount, as the market wonders if the tills will ever ring again like…

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Investing Articles

Binary bets: Bargains or basket cases?

| Owain Bennallack

Three companies that could go either way...

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Investing Articles

How to react to the General Election result

| Owain Bennallack

History suggests the markets will work through most political turmoil.

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Investing Articles

Did you miss the Brexit bounce?

| Owain Bennallack

UK shares don't look quite as unloved as they did...

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Investing Articles

Five lessons from five great investors

| Owain Bennallack

Learning from the best.

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Investing Articles

In hindsight, you were a brilliant investor

| Owain Bennallack

Investors pay the price for uncertainty every day in the stock market.

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Investing Articles

Takeovers targeted

| Owain Bennallack

With the pound down, foreign investors have come shopping...

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Investing Articles

How will you bet on big oil?

| Owain Bennallack

Is there a trickier sector to assess than energy?

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Investing Articles

Are these fundamental factors past their sell-by date?

| Owain Bennallack

What if these 'fundamentals' have stopped working?

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Investing Articles

Everything matters but you don’t know how

| Owain Bennallack

Forget about guessing which shares will do best next month...

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Investing Articles

Many unhappy returns

| Owain Bennallack

Private investors often delude themselves about their performance.

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Investing Articles

After the stock market hangover…

| Owain Bennallack

Having crashed before Christmas, shares are back around all-time highs.

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Investing Articles

Are your companies living on borrowed time?

| Owain Bennallack

It's worth doing an audit...

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Investing Articles

3 companies in a crisis

| Owain Bennallack

Could this be a chance to back a recovery?

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Investing Articles

Does it matter when bond returns turn upside down?

| Owain Bennallack

The US yield curve has 'inverted' ahead of every US recession for decades.

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Investing Articles

Why Warren Buffett doesn’t do debt

| Owain Bennallack

Debt works brilliantly in investing – until it doesn't.

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Investing Articles

The man who gave us everything

| Owain Bennallack

43 years after Bogle launched the first index fund, the cheapest trackers charge you less than 0.1% a year to…

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Investing Articles

There are old investors and there are bold investors…

| Owain Bennallack

...but there are no old, bold investors

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Investing Articles

5 shares that could go either way in 2019

| Owain Bennallack

Here's to an interesting year ahead...

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Investing Articles

There are no rules in investing, actually

| Owain Bennallack

What do Love Actually and investing have in common?

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Investing Articles

What should you do if we’re in a bear market?

| Owain Bennallack

The key is to be thoughtful when others are fearful.

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Investing Articles

Three retailers thriving in the age of Amazon

| Owain Bennallack

Some UK retailers are succeeding even amidst the mega-disruption.

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Investing Articles

Time to bag a Brexit bargain?

| Owain Bennallack

Domestic shares look cheap, and may be a buy for the brave.

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Investing Articles

How becoming an investor is like learning a musical instrument

| Owain Bennallack

Why it pays to keep on praticising.

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Investing Articles

How to build an international income portfolio

| Owain Bennallack

Dividend payouts are rising strongly across the globe.

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Investing Articles

How to diversify Brexit risk

| Owain Bennallack

5 practical ways to help protect your wealth.

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Investing Articles

How can you stop Brexit blowing up your portfolio?

| Owain Bennallack

With a range of outcomes still possible, it's important to be diversified.

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Investing Articles

UK dividend investors can sleep easier

| Owain Bennallack

But remember that cash trumps profits when you're weighing up an investment.

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Investing Articles

Not everyone on the high street is down in the dumps

| Owain Bennallack

These five retailers look well positioned for the long haul.

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Investing Articles

Trade War, what was it good for?

| Owain Bennallack

For investors, absolutely nothing

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Investing Articles

Why smart investors choose to make fewer decisions

| Owain Bennallack

Don’t just do something, sit there!

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Investing Articles

How inflation has eaten away at the value of cash

| Owain Bennallack

Holding too much cash can cost you dearly.

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Investing Articles

Rates are rising faster, but slowly

| Owain Bennallack

Will Mr. Unreliable let us down again?

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