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

Jun 30, 20174 min read

Preparing for the Next Downturn

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The whole point...

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