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Opinion

  • April 06, 2022

    Hydrogen may be overhyped but big promises will have an impact

    Another big Twiggy Forrest goal is unrealistic but there is a positive from carbon capture-reliant blue hydrogen being skipped over due to economic realities
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  • April 05, 2022

    Cheap emerging markets

    Emerging markets are pricing in a lot of bad news: they are cheap for the braver investor
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  • April 04, 2022

    Big risks to equities

    Equities are resilient to high inflation – but fragile to other risks, none of which can be ruled out
    Author Image
  • March 31, 2022

    Investing in a risky world

    The goals of zero Covid, zero conflict, zero inequality, zero emissions and low inflation remain out of reach 
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  • March 31, 2022

    Ideas Farm: Ahead of the curve

    Ominous market signals abound. That’s a feature of investing, not an invitation to time the market
    Author Image
  • March 31, 2022

    Unilever: A lesson about when to buy and sell shares

    Look beyond the headlines, and your biases, when considering trading a share
    Author Image
  • March 30, 2022

    When momentum works

    Momentum investing is risky, but risk cannot explain all of the great performance of the strategy
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  • March 29, 2022

    Investing to leave a bequest

    If you are investing to leave a bequest, you should ignore some common financial advice
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  • March 24, 2022

    Tale of two crises

    Equities’ response to Cuba and Ukraine compared
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  • March 24, 2022

    The paradox of options

    How directors’ share sales can flag increased, rather than decreased, stakes
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