investment strategy

The first chart I featured in the "10 Charts to Watch in 2021" earlier this year was a somewhat unusual, and perhaps even confusing one... Basically, I decided to...

There are multiple ways in which one can look at progress and events. One angle, popular among economists, is through the following lens: that economies are still so...

I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank...

2020 was a year of extremes. The COVID crisis took the world’s economic, financial and social infrastructure to the limit. Economies fell into a deep recession....

As every battle-hardened investor knows: achieving investment return comes with acceptance of risk. In the short term, taking on a lot of risk can be extremely...

Earlier this year I wrote a story titled "The Bear Market That Changes The World". In it, I predicted further unprecedented central bank market support measures and...

Nothing lasts forever, in particular not in financial markets, or as I like to put it: this too shall pass, eventually. With “this” I am referring to the relentless,...

The tremendous performance of the U.S. equity market over the past six months has confounded many investors. Yet, look under the surface and it might make more sense....

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...

For Marcus Padley and his investors, it’s been a remarkably good six months during a year in which markets are straddling the boundaries of health, economic and...