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

Feb 1, 20213 min read

Buy Young, Sell Old

How and when should you buy in and sell out of the stock market? My natural response to this age old question is to suggest that one...

Feb 1, 20166 min read

Outlook for Equities

It is possible that we are now in an environment in which the falls in markets since last summer, particularly those in early December...

Jan 1, 20144 min read

Active Management and the Predictability of Markets – Eugene Fama

That it is possible to add substantially more value to customers' portfolios than is subtracted from them in fees is the basis of the...

Jan 1, 20134 min read

Skilled Managers do Exist

John Authers asserts (“Quest for test of investment skill persists”, January 11) that nobody can tell which “investors are more skilled...

Dec 1, 20093 min read

The Long-Term Benefits of Equities

It makes sense to me that stocks should produce good real returns over time. A corporation is a clever mix of all the factors of...

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

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