Investing

An update on where I think we are in the business cycle with respect to growth, inflation and markets

The effort to improve financial literacy in this country itself needs to be improved

The passive fund behemoth refuses to consider possibility that inflation will remain high

Persistent high inflation will make a mockery of balanced and risk rated funds

We are now in an environment in which bonds are riskier than equities, spelling trouble for risk rated funds

Blue Whale's Steven Yiu may come to regret his decision to call publicly for 'most active managers to quit'

For those who know what the normal/Gaussian distribution looks like but are not quite sure what it is

It's easy to make predictions but making them useful is another thing all together

Data is too often presented in an unfair, unclear and misleading way

Grey is the new gold! There will be as many opinions about what makes a good investor as there are investors. Here's mine.

Some thoughts on this most important of issues following participation in a Citywire debate

Bayes' Theorem can be used to make better decisions, whether in the courtroom or the stock market

If you enjoy reading this blog, please leave a star rating on WealthTender. Thank you! The ramifications of the big fall in Gilts will be...

Until recently, central banks had been seen as heroes for the best part of four decades

Bonds and equities exhibit fundamentally different patterns

An appraisal of the fundamental reasons for buying gold

Liontrust's John Husselbee's arguments in support of balanced funds are lame

Now is the time for a truly bold asset allocation

The manager of the huge passive balanced fund range is clearly conflicted

My latest piece, published in Citywire, takes aim at balanced and risk-rated funds

GMO's Jeremy Grantham has caused a stir with his latest missive

Patterns in financial markets relate to human behaviour, the business cycle, and longer inflation cycles

A reminder about what empirical research tells us about business cycle phases and asset class returns

The outlook for gold in the context of its long-term price trend