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

The Price of Safety

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

Was 2018 the Start of the Next Bear Market?

2018 was looking all fine and dandy up until the beginning of October. Equity markets, though having been driven by a small number of...

2019 Investment Outlook

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...

Am I Right to Worry About Higher Inflation?

Am I right to worry about higher inflation? Followers of our funds and my writing will know that we have been reducing risk in...

Inflation Watch

Core inflation rates in the developed world have been fairly stable in recent months at around the 1.3% per annum level (see Chart 1)....

Inflation Watch

There are very tentative signs of improvement in inflation numbers around the world (improvement could mean it either rising if it is too...

Inflation Watch

Overall, inflation pressures in the developed world and in key emerging markets remain very weak. This means that monetary policy will...

Investors Should not Ignore the Deflation Threat

The spectre of deflation is once again looming, with Bank of England governor Mark Carney refusing to rule it out in the UK in the coming...

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