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

Mar 31, 20165 min read

The Relevance of Multi-Asset Investing

We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...

Jan 1, 201612 min read

2016 Investment Outlook

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. This investment...

Sep 1, 20155 min read

Strategic Asset Allocation

As is the case with many things in the financial world, there is no one clear definition of the term ‘strategic asset allocation.’ While...

Aug 1, 20154 min read

When will Commodities Prices Recover?

Unlike equities, bonds or property, commodities cannot be valued on the basis of the income they generate. This makes it hard to feel...

May 31, 20153 min read

Asset Allocation and Unemployment

I am a big believer in keeping tactical asset allocation simple. The more complicated you make it – either by considering too many...

Nov 1, 20143 min read

Inflation is Key to Gauging Business Cycles

Inflation is to investment strategy what location is to property: everything. Inflation drives many things that influence financial...

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

INVESTMENT BLOG