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

An Open and Shut Case

Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...

Why Value Investors Don’t Have to Restrict Themselves to Cheap Stocks

I’m thinking about launching a smart beta ETF called the “Smart Alpha Smart Beta ETF”. It would invest only in shares that go up. At the...

Value Investing is Not the Same Thing as Value Indices

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I’m thinking...

Is Multi-Asset a Gimmick?

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...

10 Golden Rules of Equity Investing

"A balance sheet is like a backbone" Treatment of minority shareholders When considering a company, the first question you need answered...

INVESTMENT BLOG