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INVESTMENT BLOG

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

Employment Watch

Apr 30, 20162 min read

Employment Watch

Unemployment rates across the developed world have continued to improve (see chart 3). There seems to have been some fall in the rate of...

Employment Watch

Nov 1, 20151 min read

Employment Watch

Most if not all central banks are tasked with maintaining price stability and full employment. Employment Watch looks at recent...

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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