top of page

INVESTMENT BLOG

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

Why I'm Most Negative on US

May 31, 20193 min read

Why I'm Most Negative on US

The last two equity bear markets - in 2001/2 and 2008/9 - saw rolling three year returns from global equities at their trough hit -45 and...

Strategic Asset Allocation (SAA) Review

May 31, 20162 min read

Strategic Asset Allocation (SAA) Review

We have just concluded our annual review of our funds’ strategic asset allocations. We have made some small changes to the underlying...

Our Current Exposure to the US

Apr 30, 20161 min read

Our Current Exposure to the US

Our exposure to US equities has been fairly light for some time, a position that on the face of it hasn’t worked for us. US equities are...

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