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

Mar 31, 20213 min read

An Open and Shut Case

Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...

Dec 1, 20164 min read

I’m thinking about launching a smart beta ETF called the “Smart Alpha Smart Beta ETF”. It would invest only in shares that go up. At the...

Dec 1, 20164 min read

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I’m thinking...

Mar 31, 20165 min read

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

May 1, 20135 min read

"A balance sheet is like a backbone" Treatment of minority shareholders When considering a company, the first question you need answered...

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