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

Whether because of covid-19 or otherwise, the quest for yield has in recent times been strewn with casualties. Where and how can...

In general, stocks that pay out as dividends either nothing or a low portion of profits have, in recent years, been outperforming those...

Income continues to be the principal concern for many investors in the UK - both in the run-up to and throughout retirement. Reinvested...

As the current global business cycle matures, I thought it might be an opportune moment to revisit one of the basic but counterintuitive...

This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...

In his 1992 Chairman’s Letter, Warren Buffett wrote that the investment approaches ‘value’ and ‘growth’ are “joined at the hip”. In many...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Much has been...

So far in this series of quarterly blog posts on the subject of investment risk, I have covered risk in general, the risks of equities...

I have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...

In my last blog I made a very simple point, namely that the low or negative real interest rates that prevail currently across the...