Chris Dillow

Talk of stagflation is too optimistic in one sense, and too pessimistic in another.

We need to diversify across equities not to reduce the risk of a loss, but to ensure getting into the tiny fraction of shares that do really well.

The UK's workforce is shrinking, but this is not having the effects one would expect.

Higher interest rates are not good for equities – and worse for US ones than UK ones.

Economists are optimistic for economic growth. More persuasively, so too is the wisdom of crowds