Be wary of simple narratives: on stagnation and ‘animal spirits’

Episode 30/09/2016  

On Tuesday I touched on how charts can be used to tell overly simplistic stories, and how whether we choose to accept them at face value or dig into the… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


FOLLOW US

Wedge-onomics: Does reading (and writing) finance blogs impair our decision making?

Episode 27/09/2016  

As believers in behavioural finance, we always try to consider how forces that we are not aware of can influence the decisions we make. Often the ways in which information… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


FOLLOW US

Strange sentiments – Why are equities at all-time highs despite negative attitudes?

Episode 23/09/2016  

The S&P500 index has risen to near record levels, but it seems that this has happened without any apparent rise in optimism about future corporate prospects. If anything, judging by… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


FOLLOW US

Some perspectives on risk & correlation

Episode 20/09/2016  

At our recent quarterly investment offsite, an interesting debate arose on the correlation between bonds and equities. One participant suggested bonds and equities in the US had… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


FOLLOW US

It’s all gone quiet: does this mean we are due a crash?

Episode 05/09/2016  

In the world of finance, the insatiable demand for content means that even when not much is happening, it becomes a topic of conversation. Several people have noted that even… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


FOLLOW US