Building a portfolio for the long term

Robert Swift

This week we look at the always important topic of portfolio construction. Achieving an optimally balanced and diverse portfolio is more important than ever when heading into increasingly uncertain times and certainly, we would argue, a wiser move than exiting the market completely. Show More

Prices, policy, Amazon, and Thomas Hobbes – how are they connected and why should I care?

Robert Swift

Capitalism works because companies are free to enter and leave businesses. Labour is also free to move from one activity to another. Returns on capital, human and physical, are then mean reverting in that more competition and capital enter attractive businesses and vice versa. The modern version involves government regulation... Show More

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