investment strategy

Thematic investing takes advantage of correctly predicting future trends, and the significant capital flows they can subsequently generate. For example, if you...

Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared back in August last year. ...

There is Fundamental analysis and there is Technical analysis. A lot of investors think it ends there. But there is another body of analysis that is essential to the...

One of the lasting impacts 9 years after the global financial crisis is ultra-low interest rates. This is great if you are a borrower, but not great if you are a saver...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...

Recently a friend described investing over the past eight years since the GFC as investing for the journey. With the world economy currently enjoying a rare patch of...

Macro analysis often gets a bad rap these days. Fund managers often prefer to associate themselves with value investors like Warren Buffett, who famously deride the...

Sir John Templeton famously said; “bull markets are born on pessimism, grow on skepticism, peak on optimism and die on euphoria.” With the S&P 500 hitting new highs,...