Reading Time: < 1 minute I’m starting a newsletter … Your Thursday Investment Fix Yeah I get it. Your inbox is already overflowing with thought-pieces , thunk-pieces, dunk pieces and puff pieces. But here’s the deal – this will be 3 minutes to read that will actually be useful. Every 2 weeks on a Thursday I will bring you: 3 … More Launching YTIF
Reading Time: 5 minutes Getting comfortable with failure leads to better goals, helps you learn what works and moves away from a fixed mindset. I love new year’s. At a pinch I might even choose New Year over Christmas and all its forced consumerism. New Year is a chance to reset, refresh, reflect – looking both backwards and forwards. … More Why it’s great to fail your new year’s resolutions
Reading Time: < 1 minute Thank you all for following along during this most strangest of years! One that brought us meme-stonks, the meaning of transitory and more pledges, commitments and targets than you could shake a stick at. I’ve posted less articles than usual this year but I’ll put that down to some big events: Leo turning one and … More Most read of 2021
Reading Time: 3 minutes how valuable is performance meaurement in investing, really? … More The Value of Measures
Reading Time: 7 minutes The best investment podcasts of 2021 … More A dozen podcasts that will help you think better about 2021
Reading Time: 7 minutes Over the last 20 years, one of the biggest trends I think we’ve seen during my career is the fundamental quantum unit of the portfolio shift from being stocks (usually domestic) to funds (global). This is true for large, institutional investors but it’s also true for individuals. As just one example of this, UK individuals … More From portfolios of stocks to portfolios of funds
Reading Time: 4 minutes First published in Vista Autumn 2021 Markets are hard to interpret at the best of times, and these are not the best of times. Some things you can explain, some you can’t, and some are just weird. Fans of clean narrative and clear cause and effect ought to stick to physics or engineering. Today’s markets … More Meaning from Mixed Messages
Reading Time: 5 minutes Do we stop to question received wisdoms as often as we should? The stories, words, metaphors and concepts we use to describe things do matter. They define the cast of characters on (or off) the economic stage, perhaps implicitly relegating important areas to marginal or non-existent roles, without even thinking about it . Adjectives and … More What if everything you were taught about economics & finance was wrong?
Reading Time: 4 minutes Recently joined the investment industry? Congrats and welcome, you’re going to love it here! And your timing is impeccable, you’ve joined the industry right at the start of a once in a generation scale capital flow in infrastructure and decarbonisation . I have to warn you not everything’s clear cut: we could be looking at … More New to the investment industry? Eight things you must follow
Reading Time: 7 minutes Is inflation coming? How will my portfolio do, what assets help against inflation? … More Asking the wrong question on inflation
