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

‘Investing in the future, not the past’ is the theme for this month’s magazine and sounds eminently sensible. Obvious even. Surely it...

Readers of this column will know I am an advocate for better protection of amateur investors. But what about the professionals who either...

Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...

Statistical analysis reveals truth about data. Academic papers based on experimental data normally require a formal, statistical analysis...

How and when should you buy in and sell out of the stock market? My natural response to this age old question is to suggest that one...

In a recent op-ed, IMF chief economist Gita Gopinath noted that: “For the first time, in 60% of the global economy – including 97% of...

Cricket often produces riveting five-day games, but in early November the US delivered its own epic struggle. I refer of course to the...

Asia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...

Whether because of covid-19 or otherwise, the quest for yield has in recent times been strewn with casualties. Where and how can...

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...

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

In general, stocks that pay out as dividends either nothing or a low portion of profits have, in recent years, been outperforming those...

As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...

While it is essential that we protect the integrity of health services, it is equally important that we stop what will undoubtedly be...

The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...

For some time now I have been expecting the current global business cycle to end in 2020, with the caveat that it was almost as likely to...

It always saddens me when I hear about small investors having lost, perhaps irretrievably, a sizeable portion of their net worth, in...

A few years ago, I attended a talk by a professional sports bettor. The aim of the talk was to explain the differencebetween professional...

There is little doubt that low interest rates have been causing savers and investors difficulties in recent years. In decades past, not...

Michael Burry, the doctor-turned-hedge fund manager who foresaw the bursting of both the tech and subprime bubbles, has just revealed...