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Chris Dillow

Why I'm selling in May I'll be following the rule 'sell in May'. But it's quite rational for others not to do so ...

25 April 2017

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Next week's economics: 1-5 May

    27 April 2017

    The US economy is growing nicely, although long-term trend growth is lower than it was pre-crisis

    'Brexit-related uncertainty is making companies reluctant to invest in long-lived assets - although there are also several other longstanding reasons for weak capital spending'

  2. The digital paradox

    The digital paradox

    27 April 2017

    The IT revolution has not increased measured economic growth or wellbeing.

    "Living standards can be rising at a greater rate than is signalled by the growth rate of GDP"

  3. The elusive risk-return trade-off

    The elusive risk-return trade-off

    25 April 2017

    Common sense says risky assets should deliver higher returns. The facts, however, aren't so clear

    'We have plenty of evidence that risky assets do not earn high returns'

  4. The great defensive hunt

    The great defensive hunt

    21 April 2017

    Defensive stocks are a good investment, but they aren't always defensive

    'Even the most defensive sector is only probably defensive, not certainly so'

  5. Next week's economics: 24-28 April

    20 April 2017

    Next week could see slower growth in the UK and US - but only temporarily so in the US

    'US consumer confidence is close to a 17-year high, which should herald stronger consumer spending'

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