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Opinion

  • May 09, 2022

    Expecting falling inflation

    The gilt market expects inflation to fall sharply, and it has often been correct in the past
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  • May 05, 2022

    Putting your money where your heart is

    How to safely 'green' your portfolio
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  • May 05, 2022

    The key trends in executive pay

    What is driving the direction of executive pay?
    Author Image
  • May 05, 2022

    Defying high valuations

    In recent years US equities have risen despite being highly valued. The reasons for this might now be disappearing.
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  • May 04, 2022

    Long-term uncertainties

    We cannot know what long-term equity returns will be, which means that optimum asset allocation is impossible.
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  • May 04, 2022

    What's left of 2020's lockdown fund gains?

    The big uplift from the lockdown era has not entirely evaporated
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  • April 28, 2022

    Crushed Brics

    Panic over China exposes a fallacy about the Bric nations
    Author Image
  • April 28, 2022

    The barometer is stuck on bearish

    Should investors be alarmed by the pressures weighing on the economy?
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  • April 28, 2022

    Index-linked gilts as protection

    Index-linked gilts don't necessarily protect us from inflation – but they might protect us from persistent economic stagnation.
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  • April 27, 2022

    Renewable infrastructure trusts: not too pricey just yet?

    Strong performance revives a familiar question
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