Five questions that investors will be asking themselves in 2021

Reading Time: 2 minutes I’m not one for predictions, especially when we’ve just lived through a year where many forecasts went out the window shortly after the ink on them had dried. However I feel I’m on fairly safe ground with the prediction that investors will find themselves asking at least THREE of the following FIVE questions at some … More Five questions that investors will be asking themselves in 2021

Good and bad answers to the biggest portfolio puzzle

Reading Time: 7 minutes The big question that every investor must be wrestling with right now as we go into 2021 is the prospect for future returns. Do we need to take more risk to earn decent returns in a world of zero interest rates? This could be biggest investing puzzle of our time (a question Josh Brown posed … More Good and bad answers to the biggest portfolio puzzle

Who allocates capital these days?

Reading Time: 4 minutes The Economist recently put out an epic on the future of asset management. Some of the conclusions were fairly obvious and well-known (albeit still important) but a couple of others struck me as under-appreciated. Who allocates capital? When you strip asset management back to its core societal purpose it’s about allocating investors’ capital to the … More Who allocates capital these days?