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INVESTMENT BLOG

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

Asia is for Long-Term Investors

Nov 1, 20203 min read

Asia is for Long-Term Investors

Asia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...

China Olympics Provides the Perfect Distraction

Jun 1, 20084 min read

China Olympics Provides the Perfect Distraction

China means Central Country and it has certainly been living up to its name whether as an economic powerhouse or as host for the...

Where's My Cycle?

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?

Correlation or causation?

Data is too often presented in an unfair, unclear and misleading way

Dear John

Dear John

Liontrust's John Husselbee's arguments in support of balanced funds are lame

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