long term investing

Tom Stevenson

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when he sneered ‘there’s something going on here, but you don’t know what it is, do you, Mr Jones’. Both point to the investor’s greatest... Show More

Scott Shuttleworth

As Peter Lynch once famously said “You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets”. Today I’m going to discuss some ways in which investors can protect their portfolios from downside risk. Show More

Opinion
Alvise Peggion

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World Cup. The Japanese Football Federation had just sacked coach Vahid Halilhodžić. Show More

Livewire Exclusive

Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets at VGI Partners. Managing Partner, Robert Luciano, identifies lubricants manufacturer, WD-40 as an example of a superior long-term growth opportunity. Show More

Paul Hennessy

Populism hit the headlines a year ago when the UK voted to leave the European Union (EU), and it has cast a shadow over many political events since then. My colleague, political economist Talha Khan, discusses what could be in store for Europe, considers the effects on the US with... Show More

Mugunthan Siva

Travis Kalanick, co-founder of Uber Technologies took the decision to step down despite many commending him for ignoring typical corporate management convention. However, investors were unhappy and subsequently pressured him to resign. So as a shareholder, in any business, who would you prefer, the Founder or CEO? Show More

Marcus Padley

Black swan events are events that come as a surprise, have a major impact or consequence and are only rationalised with the benefit of hindsight. They are rare, beyond the realm of expectation and therefore not predictable or predicted. Despite what the sales people tell you, the stock market is... Show More

David Bassanese

There’s no doubt oil prices have dropped a long way in recent months. Of course, that begs the question of whether oil prices are near their bottom and worth buying from a medium or long-term investment perspective. Although picking exact market bottoms is fraught with difficulty, from an historical perspective... Show More

David Bassanese

Let us put the recent share market performance into a longer-run perspective. Equity returns over the short-run can be uncomfortably volatile. However, according to our research, based on some longer-run valuation measures, the market is not particularly expensive at current levels. Together with recent modest returns, this suggests scope for... Show More