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INVESTMENT BLOG

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

Why we are Focusing on Good Value UK Mid-Caps

Mar 1, 20172 min read

Why we are Focusing on Good Value UK Mid-Caps

I must warn readers upfront that we at Seneca are value investors, and are thus naturally sceptical about growth investing in its...

Value versus growth – A misleading binary

Jan 1, 20165 min read

Value versus growth – A misleading binary

The analytical framework set out by Benjamin Graham and David Dodd in 1934 was very intricate, whereas the constituents of value indices...

Contrarian Opportunities

Nov 1, 20153 min read

Contrarian Opportunities

Thanks to Canaccord’s Alan Brierley for his slides highlighting some interesting contrarian opportunities. The four he presented were...

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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