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

Jul 31, 20203 min read

Pick Out Persistent Themes

To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...

May 31, 20204 min read

As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...

Aug 31, 20193 min read

I feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...

Dec 1, 20153 min read

Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...

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