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Chris Dillow

Preparing for recession It's easy to recession-proof your portfolio. What's impossible is to know whether it is necessary to do so ...

09 February 2016

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Next week's economics: 15-19 Feb

    10 February 2016

    Next week could see news of rising inflation and, more worryingly, of weak economies

    Wednesday's numbers could show that productivity fell in the fourth quarter. This will add to fears that the UK's long-term average growth rate has fallen

  2. Rational but wrong

    10 February 2016

    Monetary policy, and our asset allocation, must be based not just upon the most likely scenario but upon the whole range of possible outcomes

    High returns can be a sign that you've taken too much risk

  3. How defensives win

    10 February 2016

    High beta sectors tend do worse than they should; defensive ones do better

    Across the 28 main FTSE sectors in the last five years there has been a significant negative correlation (of minus 0.51) between beta and alpha

  4. Blue Monday

    10 February 2016

    Speculative stocks do well on Fridays but badly on Mondays

    Share prices are swayed not (just) by a sober assessment of 'fundamentals' but by sentiment

  5. Next week's economics: 8-12 Feb

    04 February 2016

    Next week's figures could show slow growth in both the UK and eurozone - but there might also be reasons for optimism

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