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Apr 1, 2026
One thing I am certain of is that, in recent years, investors have talked a lot about “rising uncertainty”.
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Mar 25, 2026
Many investors seem to manage their portfolios from one risk to another, month by month, quarter by quarter. Suffice to say, this is probably not a strategy that can be successful...
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Mar 11, 2026
The path is unknowable but the destination is pretty sure.
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Mar 5, 2026
What we do and don't know about the Iran war.
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Feb 25, 2026
P.T. Barnum would have been a great market pundit.
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Feb 13, 2026
Will investors start to value real things more and ephemeral things less?
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Feb 5, 2026
How does extreme positive performance from any asset class or fund make us think and act, and why?
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Jan 30, 2026
Contrary to how these environments are likely to make us feel, a 2024 study showed that future equity market returns tend to be higher when coverage of war is more prominent in the...
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Jan 22, 2026
In 2025, I ran a prediction game for finance professionals. This year, to keep pace with current trends, I decided instead to pose ten questions about markets in 2026 to several AI...
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Jan 14, 2026
From a behavioural perspective, our ability to meet our long-term investment objectives is really about one thing: managing the conflict between our desire to save for the future and...
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Jan 8, 2026
Back in December of 2024, I ran a survey which was completed by 276 finance professionals. It asked them 10 questions on what would happen in markets in 2025. Let’s see how...
Apr 1, 2026One thing I am certain of is that, in recent years, investors have talked a lot about “rising uncertainty”. 
Mar 25, 2026Many investors seem to manage their portfolios from one risk to another, month by month, quarter by quarter. Suffice to say, this is probably not a strategy that can be successful...
Mar 11, 2026The path is unknowable but the destination is pretty sure.
Mar 5, 2026What we do and don't know about the Iran war.
Feb 25, 2026P.T. Barnum would have been a great market pundit.
Feb 13, 2026Will investors start to value real things more and ephemeral things less?
Feb 5, 2026How does extreme positive performance from any asset class or fund make us think and act, and why?
Jan 30, 2026Contrary to how these environments are likely to make us feel, a 2024 study showed that future equity market returns tend to be higher when coverage of war is more prominent in the...
Jan 22, 2026In 2025, I ran a prediction game for finance professionals. This year, to keep pace with current trends, I decided instead to pose ten questions about markets in 2026 to several AI...
Jan 14, 2026From a behavioural perspective, our ability to meet our long-term investment objectives is really about one thing: managing the conflict between our desire to save for the future and...
Jan 8, 2026Back in December of 2024, I ran a survey which was completed by 276 finance professionals. It asked them 10 questions on what would happen in markets in 2025. Let’s see how...