All articles

Bond investors: want more yield? Buy gold!
August 2019: What is gold telling us about the topsy-turvy reality of negative yielding debt?
Playing chicken with a crocodile
July 2019: Low rates and quantitative easing (QE) have created another asset bubble
Investment Review
July 2019: When the Governor of the Bank of England speaks, it is always worth listening to, and he is on to something when he writes about market liquidity; he is surely right to flag the dangers of the narrow exit doors in a crowded investment room.
A 21st century fairy tale: the venture capitalist and the unicorn
June 2019: The percentage of unprofitable companies listing on public markets has never been higher
Heads you win… tails you win?
May 2019: Can you have your cake and eat it with index-linked bonds?
Infini-QE: helicopter money
April 2019: Central bank policies have favoured the ‘haves’ and the ‘have yachts’. Quantitative easing in the next crisis might look very different
Investment Review
April 2019: ‘Timing is everything’ runs the investment cliché – actually it’s not: being right is better. In any event, spare a thought for the writer of this investment review who has been told that it must be in final form by 27 March.
Corporate governance in Japan
2018 saw both another major corporate governance scandal and the revision of the corporate governance code in Japan. We discuss the areas in which significant change has been achieved, and those in which there is still more work to be done.
Investor Chronicle podcast with Duncan MacInnes
Duncan MacInnes, co-manager of the investment trust, explains how they seek to mitigate downside and how they are protecting against the downside risks they are most concerned about at the moment.
Safe as houses?
March 2019: Over almost 30 years UK house price gains have outperformed the best of British businesses. What next?
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