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

Active Management and the Predictability of Markets Redux: Robert Shiller

This is the second in a series of four posts dedicated to active management, focussing on some of the key figures involved in the study...

Sep 1, 20195 min read

Behaviour is everything. Our collective behaviour determines whether we as societies or as a race are creating or destroying. From time...

Sep 1, 20183 min read

This is my fourth and final piece on value investing. Next year’s four will be on the topic of behavioural investing. In light of Richard...

Nov 1, 20174 min read

In this second post on 'market predictability' I look at some of Prof Robert Shiller's work. Shiller was a co-winner of this year's...

Feb 1, 20145 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