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INVESTMENT BLOG

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

Is Forex Hedging Just a Mug's Game?

Apr 30, 20152 min read

Is Forex Hedging Just a Mug's Game?

The expected return on forex exposure is very low. If your base currency is pound sterling and you invest, say, 10% of the portfolio in...

Multi-Asset Funds: The Great All-Rounders

Sep 1, 20138 min read

Multi-Asset Funds: The Great All-Rounders

In this article I take us a step further and show how to choose a multi-asset fund, explain the importance of asset allocation, and look...

Where's My Cycle?

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?

Correlation or causation?

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

Dear John

Dear John

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

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