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

Now is the time for a truly bold asset allocation

Lazy advisers who put clients into bonds should face the music in court

In my Last Word column in May this year I wrote about investment fund blow-ups, with a focus on the debacle of Allianz’s Structured Alpha...

Whether because of covid-19 or otherwise, the quest for yield has in recent times been strewn with casualties. Where and how can...

While it is essential that we protect the integrity of health services, it is equally important that we stop what will undoubtedly be...

The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...

For such a simple word, risk is quite hard to define. It is generally agreed that it pertains to danger of some sort, but that is where...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Recently I was...

The issue of closet tracker funds charging high fees for poor performance has been a recent gripe of the Financial Conduct Authority. It...

Am I right to worry about higher inflation? Followers of our funds and my writing will know that we have been reducing risk in...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. It is well...

My note: this piece was written by Julian Marr and captures nicely many of my beliefs about multi-asset investing and investing more...

In the spirit of Christmas, I present in this final letter of the year some truly psychedelic charts! "I guess he’d never heard of Warren...

I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Much has been...

This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...

It is generally agreed and understood that to enjoy higher returns over the longer term one must accept higher levels of volatility in...

So far in this series of quarterly blog posts on the subject of investment risk, I have covered risk in general, the risks of equities...

While it is far from clear what its long term impact will be, Britain’s vote to leave the EU has shone a light on the growth problems in...

It is a tricky question, because safe-haven assets such as developed market government bonds are expensive, so owning them relies on them...