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

An Unwelcome Comeback

In last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...

Jun 1, 20193 min read

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Since the Great...

May 1, 20185 min read

One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...

Aug 1, 20163 min read

There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...

Jul 1, 20166 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