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

Aug 31, 20163 min read

How Risky are Specialist Funds?

So far in this series of quarterly blog posts on the subject of investment risk, I have covered risk in general, the risks of equities...

Jul 31, 20163 min read

A Proposal for the British Government

I have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...

Jul 30, 20164 min read

Navigating a Low Growth World

While it is far from clear what its long term impact will be, Britain’s vote to leave the EU has shone a light on the growth problems in...

Apr 30, 20164 min read

Just How Risky Are Equities?

In my last blog I made a very simple point, namely that the low or negative real interest rates that prevail currently across the...

Where's My Cycle?

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

Correlation or causation?

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

Dear John

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

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