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

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

The effort to improve financial literacy in this country itself needs to be improved

Grey is the new gold! There will be as many opinions about what makes a good investor as there are investors. Here's mine.

Now is the time for a truly bold asset allocation

The passive fund behemoth refuses to consider possibility that inflation will remain high

Some thoughts on this most important of issues following participation in a Citywire debate

The manager of the huge passive balanced fund range is clearly conflicted

Persistent high inflation will make a mockery of balanced and risk rated funds

Bayes' Theorem can be used to make better decisions, whether in the courtroom or the stock market

My latest piece, published in Citywire, takes aim at balanced and risk-rated funds

We are now in an environment in which bonds are riskier than equities, spelling trouble for risk rated funds

If you enjoy reading this blog, please leave a star rating on WealthTender. Thank you! The ramifications of the big fall in Gilts will be...

GMO's Jeremy Grantham has caused a stir with his latest missive

Blue Whale's Steven Yiu may come to regret his decision to call publicly for 'most active managers to quit'

Until recently, central banks had been seen as heroes for the best part of four decades

Patterns in financial markets relate to human behaviour, the business cycle, and longer inflation cycles

For those who know what the normal/Gaussian distribution looks like but are not quite sure what it is

Bonds and equities exhibit fundamentally different patterns