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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.

Feb 1, 20223 min read

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...

Nov 1, 20183 min read

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

Apr 1, 20176 min read

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

Jun 1, 20165 min read

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...

Aug 1, 20074 min read

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

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

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