November Market Commentary
While valuation is not a timing signal or an effective indicator of short-term performance, over longer periods it is absolutely the most important...
14 December, 2015
Blog
Five Things Successful Diets Teach us About Budgeting
Dieting and budgeting have a lot in common. They are both usually high on the New Years' resolutions list, and they are both...
17 November, 2015
October Market Commentary
A rebound in prices during October was relatively widespread in investment markets around the world, which has the effect of reducing future expected...
11 November, 2015
The residential housing bubble to cause a recession?
It happened in the US, Spain and Ireland, too - a bursting of the residential...
19 October, 2015
September Market Commentary
All other things being equal, lower prices lead to higher future expected returns. That is clearly reflected below in the relative movements since...
16 October, 2015
Selective Amnesia
I had an interesting meeting the other day with some new clients. We previously had spoken on the phone a few years back...
15 October, 2015