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

Apr 30, 20152 min read

Is Forex Hedging Just a Mug's Game?

The expected return on forex exposure is very low. If your base currency is pound sterling and you invest, say, 10% of the portfolio in...

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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