Why it is not a question of if, but when, and what we are going to do about it. If something has gone up a lot, there is the possibility...

Why we could all do well to capture exponential growth. It is funny how we have come to define “emerging markets” when it comes to...

Why calculating the performance of our investments is as much art as it is science. Not surprisingly, buying a fund to manage our...

Why nobody knows where it goes when it comes to quantitative easing. The study of economics basically comes down to supply and demand....

Why there is a fine line between genius and insanity when it comes to rising prices. Few of us will remember what it was like when you...

Why the trend is not always your friend. If there is one thing that came out of COVID-19, it is that we got used to huge price swings in...

Why it is all about the football in the end. Clearly, we need to do everything possible to prevent the destruction of our environment. By...

Why equities are resisting temptation. The temperatures are starting to rise, Spring is in the air, and it is time for that question we...

Why there can be only one number to rule them all. There comes a point in every relationship when things are not so nice. Couples argue,...

Why we should all wish we were quants. The thing about advanced mathematics is that it can get very complicated. Once you add computer...

What are the big takeaways from a very strange year in the markets? It has been more than a year now that COVID-19 has taken over the...

Why you should never risk thy whole wad. People seem to always confuse trading and investing. Ultimately, it comes down to the same thing...

Why we all need a bit of fun. As we have often said, our investment philosophy is not mired in the prediction game. That is because...

Why good things come to those that wait. When looking at long dated government bonds, I am reminded of that most infamous soundbite from...

Why we can’t time tail risk. No one likes uncertainty. It interferes with our basic needs to plan and think ahead. Not knowing what is...

Why the trend is our friend, but we must still cut our losses. There are views, there is thematic investing and there are so called...

Why machines have taken over investment management. There is long, there is short, things either go up or down and you really have to...

Why the world better get busy living soon. The markets are in a weird place and have been for a very long time. Lest we forget that the...

How Reddit and Robinhood became like a swarm of locusts. The whole idea of speculating on prices falling seems wrong from the outset....

Why I will never win Wimbledon. It seems we have all turned into avid armchair traders during our time in lockdown. Online trading...