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

Nov 1, 20213 min read

Boiling Frogs

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

Feb 1, 20213 min read

How and when should you buy in and sell out of the stock market? My natural response to this age old question is to suggest that one...

Mar 31, 20193 min read

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...

Jul 31, 20185 min read

Am I right to worry about higher inflation? Followers of our funds and my writing will know that we have been reducing risk in...

Sep 1, 20155 min read

As is the case with many things in the financial world, there is no one clear definition of the term ‘strategic asset allocation.’ While...

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