top of page

INVESTMENT BLOG

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

Tools of the Trade

Apr 30, 20224 min read

Tools of the Trade

In this post I set out a classiﬁcation scheme for publicly available investment funds. It is hoped this can provide those readers who ...

An Open and Shut Case

Mar 31, 20213 min read

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...

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

bottom of page