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

Mar 1, 20223 min read

The Mother of All Themes

Understanding the basic science behind man-made climate change can give investors an edge. However, for the non-expert.

Aug 31, 20214 min read

Heavy Weather

In November, the UK will host the 26th UN Climate Change Conference of the Parties (COP26). Considering this, and the recent extreme weather

Nov 1, 20194 min read

Active Management and the Predictability of Markets Redux: Corporate Governance

This post is the final of four in a mini-series on the subject of active management and the predictability of markets. The first three...

Mar 31, 20151 min read

A Top Alternative Investment Idea

The main problem with bonds and equities is they perform poorly when inflation is high or rising, so the best thing an alternative asset...

Aug 1, 20085 min read

Trouble in Asia

Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...

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