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INVESTMENT BLOG

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

The Big Issues with 'Absolute Return Funds'

Aug 31, 20174 min read

The Big Issues with 'Absolute Return Funds'

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

Fund Objectives and the Search for Harmony

Mar 1, 20176 min read

Fund Objectives and the Search for Harmony

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. We think that...

Unconvinced by the Dismal Science

Mar 31, 20094 min read

Unconvinced by the Dismal Science

Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...

Where's My Cycle?

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?

Correlation or causation?

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

Dear John

Dear John

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

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