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

Growing Pains

I remember feeling extremely honoured when I was invited four years ago to write this column. It seemed to me to be a great opportunity.

Will an Algorithm Replace Me?

I was presenting at a multi-asset investing conference recently and during the Q&A was asked, “Will you be replaced by an ‘algo’?” My...

Is a Computer Going to Steal my Job as a Fund Manager?

Question: what is significant about the dates February 1996, October 2015 and January 2017? Answer: these were the dates on which, for...

Active Management and the Problem with “Passive”

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...

Why There’s No Market Turmoil on Vulcan

It is hard to think of something to say about the recent upheaval in world financial markets that hasn't already been said either this...

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