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

Apr 30, 20103 min read

Don’t Tar All Actives With the Same Brush

The active versus passive management debate is intensifying. In FTfm the two sides have traded increasingly hostile blows, with the most...

Jul 31, 20094 min read

Growing up in Britain as I did in the 60s and 70s, one remembers only too well the unhappiness and upheaval that resulted from the demise...

Mar 31, 20094 min read

Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...

Mar 31, 20074 min read

It lacks the hype that surrounds the release of a new Harry Potter novel, but as a free source of investment insight, Berkshire...

An update on where I think we are in the business cycle with respect to growth, inflation and markets

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

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