Sane investing in a crazy world

The financial markets would appear to have gone mad. One third of all government bonds now trade with a negative…

21 May 2016
Storm-tossed: how will our plucky portfolios fare in such choppy waters?

All at sea

Just two forces will determine how the ‘storm-tossed barque’ of your portfolio fares in the choppy waters ahead. One of…

14 Nov 2015
Missing man: Carney’s policies matter as much as Osborne’s

Like Christmas, but not in a good way

Well, few saw that coming. After a drearily overlong campaign, election night managed to surprise us after all. This election…

23 May 2015

Too big to prosper

A couple of years ago, a bookseller sent me ‘a little gem of a book’, namely The Making of the…

7 Mar 2015

The death of bonds

Bonds are meant to be boring. Yet lately the world’s most unexciting asset class has been anything but. At the…

8 Nov 2014