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

Dec 1, 20184 min read

Krippner Revisited

In January 2016, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the...

Nov 1, 20164 min read

As I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...

Sep 30, 20163 min read

At Seneca we have a five-year investment time horizon so our views don’t tend to change very often. I have little doubt that when I write...

Jul 31, 20163 min read

One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...

Jun 30, 20166 min read

There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...

Aug 1, 20085 min read

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

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