Curious Investor Behaviour - Number 11 Representativeness Many of us react to the daily avalanche of data by adopting shortcuts - we tend to generalise from a small sample, creating stereotypes and false patterns. An example of this may be the assumption that Chinese shares have participated in...
We are pleased to advise that First Class Magazine has recently published an article written by Reuben Zelwer in its Winter edition. A copy of the article can be found by clicking the button below: Click here to read the article ...
We often speak of the impact of prices on future returns, and specifically that higher prices lead to lower future returns. In our approach to forecasting this is reflected in two elements, a higher price means a lower rate of income and also a reduced...
Quarterly Asset Allocation Update November 2012 The Asset Allocation and Investment Committee met in November in the aftermath of the US elections, and whilst the once in a decade leadership transition was being completed in Beijing. We have elected to maintain the current settings with respect to...