We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close

Chris Dillow

The pound puzzle Sterling says the UK's growth prospects have worsened. The stock market says they haven't. They might both be right ...

17 January 2017

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Moderate gains

    Moderate gains

    19 January 2017

    The best leading indicators we have point to only around average rises in UK share prices this year

    Historic error margins on leading indicators imply that there's around a one-in-four chance of the index falling this year

  2. Next week's economics: 23-27 Jan

    19 January 2017

    The UK economy is doing better than expected, thanks in part to decent overseas growth - but this isn't yet improving the public finances

    The CBI should report that business confidence, output expectations and export orders are all doing well but that investment intentions are subdued

  3. Horror stories

    Horror stories

    17 January 2017

    Everyone loves a good story, which is a shame as they can be dangerously misleading for investors

    If you want a guide to the future, the statement 'shares will rise a little because they usually do' is a better guide than most. But it's a lousy story

  4. Low-risk outperformance

    Low-risk outperformance

    11 January 2017

    Momentum and defensive stocks beat the market while taking surprisingly little risk.

    The fact that it is relatively lightly exposed to market risk, tail risk and cyclical risk suggests that momentum should be attractive to many investors.

  5. Inflation's winners & losers

    Inflation's winners & losers

    10 January 2017

    A few sectors are affected by rising inflation - and they might not be the ones you'd expect

    Stock-pickers might want to have a slight bias towards exporters and against construction if they fear rising inflation

IC columnists

Simon Thompson

Simon Thompson

Winning stock and trading ideas from the creator of the Bargain Portfolio

The Trader

The Trader

Technical analysis and market calls from our in-house charting expert

Mr Bearbull

Mr Bearbull

Sound ideas on running portfolios from an experienced commentator

Smart Money

Smart Money

Practical ideas to help you plan your future

Property Matters

Property Matters

Comment on the ups and downs of property investments, with a particular focus on the perennially popular world of buy to let

The Editor

The Editor

Commentary on markets, world affairs and everything to do with investing

Chronic Investor Blog

Chronic Investor Blog

Our light-hearted take on the world of investing

Register today and get...

Register today and get...
Please note terms & conditions apply