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Nov 1, 20213 min read

Boiling Frogs

There is no bigger question for investors currently than where UK consumer price inflation is headed in the medium term.

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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