The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

Existential Crisis

Is the sustainable investing industry sustainable?

Jun 30, 20224 min read

Understanding the basic science behind man-made climate change can give investors an edge. However, for the non-expert.

Mar 1, 20223 min read

In November, the UK will host the 26th UN Climate Change Conference of the Parties (COP26). Considering this, and the recent extreme weather

Sep 1, 20214 min read

To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...

Aug 1, 20203 min read

The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...

Apr 1, 20203 min read

This post is the final of four in a mini-series on the subject of active management and the predictability of markets. The first three...

Nov 1, 20194 min read

An update on where I think we are in the business cycle with respect to growth, inflation and markets

Data is too often presented in an unfair, unclear and misleading way

Liontrust's John Husselbee's arguments in support of balanced funds are lame