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

Jan 1, 20203 min read

Humility and Hubris

A few years ago, I attended a talk by a professional sports bettor. The aim of the talk was to explain the differencebetween professional...

Mar 1, 20185 min read

Behave Yourself!

I’ve been writing quarterly articles for Trustnet over the last couple of years. The first four were on the subject of ‘investment risk’,...

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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