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

Jun 21, 20224 min read

Do Trends Exist?

It's not about cycles and trends, but pattern and randomness

Mar 1, 20223 min read

The Mother of All Themes

Understanding the basic science behind man-made climate change can give investors an edge. However, for the non-expert.

Aug 31, 20203 min read

What is a Technology Business?

Our ancestor who made the first stone tool, perhaps as long as three million years ago, set in motion one of the most enduring of...

Jul 31, 20203 min read

Pick Out Persistent Themes

To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...

Feb 1, 20193 min read

The Road Ahead

Last month’s column was about predicting financial markets over the medium term. This month I thought it would be fun to look much...

Nov 1, 20154 min read

Healthcare Stocks are Sniffing, but They will Get Better

Healthcare stocks have certainly caught a nasty cold recently. Investors have fled as if they fear an infection. But as with humans, so...

Jun 30, 20156 min read

For the Love of Charts

I like charts. This month I take a look at MSCI’s major global sectors and see if there is anything that can be learned from what has...

Jan 1, 20108 min read

8 Myths of Global Investing

At Aberdeen we believe there is enormous scope to enhance returns through global investment. To some, this has meant allocating funds...

Oct 1, 20095 min read

Emerging Markets are our Future

What will the world look like in 2050? Any credible answer to this question must, of course, be as complex as the question itself is...

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