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INVESTMENT BLOG

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

No Such Thing as a Free Lunch

Dec 1, 20214 min read

No Such Thing as a Free Lunch

In my Last Word column in May this year I wrote about investment fund blow-ups, with a focus on the debacle of Allianz’s Structured Alpha...

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...

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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