Investment momentum: myth or money-maker?
The momentum effect is well documented in investment returns, but how is momentum best incorporated into a sensible, well diversified portfolio?
Read moreJargon-busting: Return
This series of short notes aims to clear up some often used terms and concepts in the investing world.
Read moreJargon-busting: Volatility
This series of short notes aims to clear up some often used terms and concepts in the investing world.
Read moreBond prices: 'Six of one...'
'... and half a dozen of the other'. Elegant symmetry of bond maths means there is no free lunch when it comes to changing market yields.
Read moreThe temptation of higher interest rates
Interest rate rises are tempting, but the opportunity costs can be large for locking away cash
Read moreInvesting principle 5: Be disciplined
On a daily basis it is near enough a toss of a coin for whether your portfolio is up or down. Better chances come with time.
Read moreInvesting principle 4: Be patient - think long term
One of the great challenges that all investors face is that there is no easy or quick way to investment success.
Read moreInvesting principle 3: Let markets do the heavy lifting
Empirical evidence suggests that trying to beat the market – through either market timing or stock picking - is a tough game, with very few long-term winners.
Read moreInvesting principle 2: Accept that risk and return go hand in hand
One of the inescapable truths of investing is that to achieve higher returns, you have to take on more risk
Read moreInvesting principle 1: Have faith in capitalism and confidence in the markets
Accepting that capitalism is a powerful wealth creation mechanism, and capital markets are an effective means to access its rewards.
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