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

I'm off for the next two weeks. I had lined up a hundred chimps, each with their own laptop, in the hope that they could continue...

It is important that governments are honest about what is causing inflation

Winter of '69 I see little sign of such honesty and humility today which is concerning to say the least.

There is little consensus currently about how weak the UK economy will get in the next year or two as a result of the prevailing high...

Signs point to the start of a bond bear market Since their peak on 4 August 2020, long duration Treasuries are down 40% in real terms....

Next week I will post my latest What Investment magazine column in which I wrote about the difference between cyclical and structural...

There is a widespread misunderstanding about inflation-linked bonds, namely that they protect against inflation. They don't. At least not...

There are two effects of high inflation. The first is one that we have in recent weeks and months become brutally aware of, namely its...

There is no correct answer to this question - other than that before 1973, none of it! - as it is impossible to separate out effects of...

In this post I set out a classification scheme for publicly available investment funds. It is hoped this can provide those readers who ...

I remember with amusement a presentation some years ago by a technical analyst, a so-called chartist.

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

I remember feeling extremely honoured when I was invited four years ago to write this column. It seemed to me to be a great opportunity.

At the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...

In my Last Word column in May this year I wrote about investment fund blow-ups, with a focus on the debacle of Allianz’s Structured Alpha...

There is no bigger question for investors currently than where UK consumer price inflation is headed in the medium term.

How can young people be helped to reach this epiphany sooner?

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

Speculative bubbles – famous examples of which are tulips in the 17th century, the South Sea Company in the 18th, British railways in the...

Inflation has been on the rise recently in the UK and around the world. Is this rise transitory, as central bankers are saying it is, or...