Category Archives: Investing

Minding the Chastity Belts: Fiduciary Duties and 900 Pound Lemmings

“Today investors herd around short-term investment strategies adopted by other prudent experts who manage similar funds. This has unleashed a flock of 900-pound lemmings into the economy.” Back to the Future of Pension Fund Trust Fiduciary Duties, Keith Johnson Crusading Fiduciaries If … Read More

Posted in Behavioural finance, Investing, Psychology | Leave a comment

Unrealistic Optimism and the Impoverished Investor

Hope is the thing with feathers that perches in my soul – Emily Dickinson Eternal Optimists Humanity is unrelentingly optimistic in the face of contradictory evidence.  Our ability to demonstrate unrealistic optimism bridges cultures, races, genders and societies.  We simply … Read More

Posted in Behavioural finance, Investing, Psychology | Leave a comment

Dubai: a leading global financial centre?

The global financial crisis which has become almost pandemic in the last few years has led to a lack of confidence in not only the banking and economic systems which currently operate, but in the financial centres and governments that … Read More

Posted in Financial crisis, Investing, Islamic Finance | Leave a comment

End of US hegemony brings need for fresh economic thinking

As global economic power ebbs from the West to the more solvent emerging economies of the East, conventional economic wisdom is being turned on its head. In a research note published last month (“The End of the Post-war Era — Sauve qui … Read More

Posted in Financial crisis, General Economics, Investing | Leave a comment

Financial Services should ignore Social Media at their peril

In this era of the consumer and instant information and communication, Financial Services really needs to up its game if the traditional names aren’t to be overtaken by the big consumer brands. In the UK, regulation and a lack of … Read More

Posted in Investing, Social media, Trust | Leave a comment

Things Investors Should Hate 5/5: Themselves

We can blame many things for the state of our retirement savings plans – economists, bankers, politicians, the Chinese, globalization, sunspots, socialists, capitalists, journalists, investment analysts, financial advisors or even just bad luck.  But in the end the only person … Read More

Posted in Behavioural finance, Investing, Psychology | Leave a comment

The shocking truth about growth investors

Growth investing and growth investors are dirty words to many value investors.  A focus on growth is often called the Greater Fool Theory, and study after study shows that growth investing performs badly when compared to value investing. As a … Read More

Posted in Growth, Investing, Value Investing | Leave a comment

Things Investors Should Hate 4/5: Observation

No human being can resist trying to draw general conclusions from personal observation.  It’s not purely a matter of wilful ignorance, but is an in-built evolutionary trait necessary for our ancestors’ survival. After all, on the primeval savannah if you … Read More

Posted in Behavioural finance, Investing, Psychology | Leave a comment

Things Investors Should Hate 3/5: Innovation

I love innovation.  My entire career has been spent in technical innovation.  Even now I’m trying to replace the need for cash and credit cards by putting them on a cellphone.  But as an investor, innovation sucks. Unfortunately we’re attracted to … Read More

Posted in Behavioural finance, Investing, Psychology | Leave a comment

Things investors should hate 2/5: Gurus

I”m not entirely sure what constitutes the entry qualification to be an investment guru. Intense self-belief and a complete lack of introspection, perhaps? The best analysts tend to be self-effacing, are often cautious in the face of uncertainty and usually … Read More

Posted in Behavioural finance, Investing, Psychology | Leave a comment
Page 4 of 2212345678910...20...Last »