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INVESTMENT BLOG

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

Navigating a Low Growth World

Jul 30, 20164 min read

Navigating a Low Growth World

While it is far from clear what its long term impact will be, Britain’s vote to leave the EU has shone a light on the growth problems in...

Key Questions in the Aftermath of the Brexit Vote to Leave

Jun 30, 20166 min read

Key Questions in the Aftermath of the Brexit Vote to Leave

There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...

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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