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

Jun 1, 20224 min read

Winter of '69

Winter of '69 I see little sign of such honesty and humility today which is concerning to say the least.

Sep 30, 20183 min read

Reducing Equity Targets

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...

Jul 31, 20184 min read

Review and Outlook

Equity markets were generally strong in July, as investors appeared to shrug off fears of a global trade war. US and Eurozone equities...

Apr 30, 20183 min read

Review and Outlook

Although April saw equity markets look a little perkier, following a period of weakness that began in mid-January, it also saw safe haven...

Jan 1, 20174 min read

A Closer Look at the Relationship Between Return and Volatility

It is generally agreed and understood that to enjoy higher returns over the longer term one must accept higher levels of volatility in...

Aug 1, 20154 min read

When will Commodities Prices Recover?

Unlike equities, bonds or property, commodities cannot be valued on the basis of the income they generate. This makes it hard to feel...

Apr 30, 20153 min read

Whither the Oil Price?

Despite some proclaiming that the price fall was a sign of a weakening global economy, I suspect that increased supply has been mostly to...

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?

Data is too often presented in an unfair, unclear and misleading way

Dear John

Liontrust's John Husselbee's arguments in support of balanced funds are lame

INVESTMENT BLOG