Category Archives: Investing

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

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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

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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

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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

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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

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Things investors should hate 1/5: Models

I don’t hate all models. I’m quite keen on the tall, leggy ones.  It’s the mathematical ones that come trailing clouds of false precision that are the subject of my ire.  Yet the world is a complicated place, too complex … Read More

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Investing in Europe

Andy Parsons highlights the potential benefit of investing in Europe. Investing in funds that are exposed to countries that form part of the European Union psychologically provides UK investors with a natural progression into overseas markets. This is partly due … Read More

Posted in Eurozone, Investing | 1 Comment

Mindless Money 5/5: Avoid Overspecification

The paradox of investing is that the best investors have a system, but that this system, mindlessly applied, exposes them to the very risks that they’re trying to avoid.  Markets go through phases, and systems and concepts developed during one … Read More

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