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

Jul 25, 20227 min read

Is Gold Still Gold?

An appraisal of the fundamental reasons for buying gold

Jul 22, 20225 min read

Is Gold Still Precious?

The outlook for gold in the context of its long-term price trend

Feb 1, 20223 min read

Growing Pains

I remember feeling extremely honoured when I was invited four years ago to write this column. It seemed to me to be a great opportunity.

May 31, 20204 min read

Gold is No Longer for Fools

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

Mar 1, 20193 min read

Gold Is Not What You Think It Is

The term “gold bug” has been popularised in recent decades as a reference to ardent fans of gold investment. The almost imperceptible...

Nov 1, 20154 min read

Why Gold is a Poor Investment and Doesn't Always Hold its Value

What role should gold play in a portfolio? Should it be considered an investment, a store of value (money), or as insurance? "Although...

Jul 1, 20137 min read

Back to Basics: The Foundations of Multi-Asset Investing

The concept of multi-asset investing is not new, based as it is on allocating across various asset classes, such as equities, fixed...

Nov 1, 20084 min read

Is Cash Really King?

On October 17 Warren Buffett wrote in The New York Times that “equities will almost certainly outperform cash over the next decade,...

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