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INVESTMENT BLOG

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

Growing Pains

Feb 1, 20223 min read

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.

Boom and Bust

Jul 31, 20214 min read

Boom and Bust

Speculative bubbles – famous examples of which are tulips in the 17th century, the South Sea Company in the 18th, British railways in the...

Cryptocurrencies: the Ultimate Bubble

May 31, 20184 min read

Cryptocurrencies: the Ultimate Bubble

Remember cryptocurrencies? Actually, that is a little unfair as they are still popular and thus still have much further to fall. Bitcoin...

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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