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INVESTMENT BLOG

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

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...

The Liquid Illiquid Solution

Dec 1, 20193 min read

The Liquid Illiquid Solution

There is little doubt that low interest rates have been causing savers and investors difficulties in recent years. In decades past, not...

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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