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INVESTMENT BLOG

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

Is Gold Still Gold?

Jul 25, 20227 min read

Is Gold Still Gold?

An appraisal of the fundamental reasons for buying gold

Is Gold Still Precious?

Jul 22, 20225 min read

Is Gold Still Precious?

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

The New Economy: Flexibility is Key

Sep 30, 20136 min read

The New Economy: Flexibility is Key

Real returns from equities since 2000 have been very disappointing. Looking forward, we are more likely to see the potential for poor...

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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