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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
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Mar 1, 20193 min read
Gold Is Not What You Think It Is
The term “gold bug” has been popularised in recent decades as a reference to ardent fans of gold investment. The almost imperceptible...
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Feb 1, 20198 min read
Is a Recession Imminent?
This month, I write about our funds’ current (tactical) asset allocation positioning in the context of my macro outlook and market views....
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Mar 1, 20095 min read
The Benefits of a Monthly Investment Plan
With stock markets plummeting over the last year and a half and the fear of losing our job hanging over us, how is it possible to think...
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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?
Data is too often presented in an unfair, unclear and misleading way
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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