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INVESTMENT BLOG

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

When 'Bets' Go Wrong

Apr 30, 20213 min read

When 'Bets' Go Wrong

Readers of this column will know I am an advocate for better protection of amateur investors. But what about the professionals who either...

Theories Can’t Count Cost of Risk

Nov 1, 20065 min read

Theories Can’t Count Cost of Risk

Risk. It's a word thrown around so frequently in the investment world there's risk-adjusted, systematic risk, specific risk, and we all...

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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