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

Now is the time for a truly bold asset allocation

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

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

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

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....

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

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...

Risks generally come in two forms, those that can be borne by the individual and those that should be pooled. Longevity risk and the risk...

I have noted in my investment letters that in the multi-asset space, funds tend to do better in relation to their passive equivalents...

Take a look at the equity weight over time of some multi-asset funds and you’d have thought that the manager was at best flipping coins...

I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...

The three funds my team manage are all multi-asset, investing in equities, bonds, and specialist investment trusts that themselves invest...

I know I bang on about this, but value investing is about so much more than buying low price-to-earnings or low price-to-book stocks....

As I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...

For savers, the combination of lower investment returns and rising longevity is a toxic combination. In days gone by one may have only...

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...