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INVESTMENT BLOG

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

Review and Outlook

Apr 30, 20183 min read

Review and Outlook

Although April saw equity markets look a little perkier, following a period of weakness that began in mid-January, it also saw safe haven...

Review and Outlook

Mar 31, 20183 min read

Review and Outlook

If February was remembered for the somewhat inexplicable falls in equity markets – there was no obvious trigger – March will be...

What are OECD Leading Indicators Telling Us?

Apr 30, 20161 min read

What are OECD Leading Indicators Telling Us?

The OECD calculates leading indices every month for a large number of countries. Chart 5 below shows the year-on-year change in the...

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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