News: 03 June 2024
I have never been given much credit for the investment decision I am most pleased with, mainly because almost no one knows I did it. In the mid-2000s I kept a former employer out of Sportingbet.
News: 20 May 2024
A few Innovations ago Robert talked about equity and bond correlations, and the importance of alternative investments to increase diversification and produce better risk adjusted returns within a portfolio. Alternatives can take a few forms, one particular area which sits within real assets and has been exciting this year has been commodities, with a number having gone up significantly.
News: 13 May 2024
News: 29 April 2024
I was shown a chart during the week with these correlations going back to 1900. Throughout the twentieth century bonds and equities correlations were mostly positive, but have been negative almost the entire time since 2000.
News: 22 April 2024
News: 15 April 2024
The potential of the next wave of AI is extraordinary. Think about what it can do for scientific research. Part of the reason many drugs are so expensive is that pharmaceutical companies need to cover their costly and risky R&D projects.
News: 08 April 2024
My first job in financial services was as a graduate analyst at PwC in 2000, and the first thing I was asked to do was some work for the World Gold Council about whether there was any future for gold as an investment. I’m not sure how seriously everyone was taking it when they came and asked me.
News: 02 April 2024
Budgeting. Not the most fun thing to do in life, but needs must if you want to afford basics plus a few treats. The UK budget for 2024/25 came out the other week, and it made me realise that governments, like me, will put something in a budget and when it doesn’t work you just try to not mention it again. If you ignore it, it didn’t happen right?
News: 25 March 2024
If you had been doing the same thing every day since 2007 and it suddenly came good in a small way last week, would you feel it was a success? Is it a triumph of patience, fortitude and stoicism, or is there something else you could have done? I’m undecided.
News: 18 March 2024
BNY conducted a study in 2021 which showed if women invested at the same rate as men there would be an “extra $3.22 trillion of assets under management from private individuals globally” which would be a massive change to markets
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