rotation

After a strong 2021 markets have been hit by a significant bout of risk aversion in January. Concern around the path of global inflation and interest rates has been...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand-picked from around the web and post on Twitter. The purpose of this blog post is to add some extra...

Equity markets are currently at all-time highs. This has generated returns that, we believe, are unlikely to continue, so we need to think about where returns are...

Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after...

This article was first published in Money Management magazine 6 May 2021 issue. Epicormic buds lie dormant, hiding underneath tree bark waiting for the right...

Just when you thought enough records were broken in 2020, the greatest inflows to value vs. growth in history takes place. By now everyone’s likely to have read...