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INVESTMENT BLOG

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

What are Betting Markets Telling Us About the UK Referendum?

May 31, 20164 min read

What are Betting Markets Telling Us About the UK Referendum?

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

Mutual Funds: Watch out for Flapping Feet

Aug 1, 20063 min read

Mutual Funds: Watch out for Flapping Feet

Most of us know of the proverbial swan, sailing seemingly serenely across the surface of a lake, while obscured by the water its legs...

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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