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Chris Dillow

The best vs the good In investing, the pursuit of the very best returns can be the enemy of good ones. ...

23 February 2015

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. House price doubts

    03 March 2015

    House prices are falling despite a strong economy. This might be a warning that affordability matters.

    Those younger people who have been priced out of the market perhaps shouldn’t complain too much: maybe housing is about to become a little more affordable in the next few years.

  2. A nasty & short retirement

    03 March 2015

    Low savings mean many of us will have to work longer and retire later.

    Even if you have the discipline and opportunity to save from an early age, you can’t foresee how your working life will change over 30 years.

  3. Commodities as insurance

    26 February 2015

    Commodities should be regarded as a form of insurance against economic risk, rather than as a speculative investment

    Commodities, despite being volatile in their own right, are in fact a safe investment

  4. Uses of human capital

    26 February 2015

    The concept of human capital is very useful for investors

    The case for investing in emerging market equities is not that they offer 'growth' but that they offer a chance of diversifying out of some of the long-term risks facing western economies.

  5. World economy to see 'good deflation'

    26 February 2015

    Western economies should see "good deflation" this year - falling consumer prices but stronger growth

    Equity markets are seriously overvalued

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Our light-hearted take on the world of investing

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