Global political risks one year on from Brexit – what have we learned?

Published: June 20, 2017

Introduction It's now 12 months since the British voted to leave the European Union, an event that some saw as setting off a domino effect of other European countries looking to do the same. This was also followed by a messy election result in Australia, Donald Trump's surprise victory in the US presidential election, increasing […]

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The perils of forecasting and the need for a disciplined investment process

Published: May 31, 2017

I am regularly called on to provide forecasts for economic and investment variables like growth, interest rates, currencies and the share market. These usually come in the form of point forecasts as to where the variable that is being forecast will be in, say, a year’s time or its rate of return. Such point forecasts […]

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A further 21 great investment quotes

Published: March 29, 2017

The basics of successful investing are timeless and some investors (often the best) have a knack of encapsulating these into a sentence or two that brings them to life in a way that’s easy to understand. Over the last few years I have written two insights on investment quotes I find useful (see “21 great […]

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