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

May 31, 20193 min read

An Unwelcome Comeback

In last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...

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

INVESTMENT BLOG