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

Nov 1, 20174 min read

Keeping it Simple – How to Add Value Effectively Through Tactical Asset Allocation

Take a look at the equity weight over time of some multi-asset funds and you’d have thought that the manager was at best flipping coins...

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