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

Apr 30, 20185 min read

Secular Stagnation? Or the Optimistic View?

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Since the Great...

Aug 31, 20174 min read

The Big Issues with 'Absolute Return Funds'

The three funds my team manage are all multi-asset, investing in equities, bonds, and specialist investment trusts that themselves invest...

Jul 31, 20174 min read

An Attack on Poor Active Management

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I abhor poor...

Mar 1, 20176 min read

Fund Objectives and the Search for Harmony

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. We think that...

May 31, 20162 min read

Strategic Asset Allocation (SAA) Review

We have just concluded our annual review of our funds’ strategic asset allocations. We have made some small changes to the underlying...

Apr 30, 20169 min read

Introduction of New Investment Process – One Year On

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...

Mar 31, 20165 min read

Is Multi-Asset a Gimmick?

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...

Sep 1, 20153 min read

Response to FT Adviser Article

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...

Jul 1, 20134 min read

The Evolution of Multi-Asset Funds

To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...

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