May 24, 2020

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts...

May 20, 2020

In this video I take you through a presentation called Making Sense of Macro (when nothing seems to make sense).  It provides a good overview of some of the key issues on the global macroeconomic outlook and implications for multi-asset investing.

The presentation was o...

May 20, 2020

In this video I take you through our monthly Market Cycle Guidebook report. 

The monthly Market Cycle Guidebook is designed to be a key resource for global multi-asset investors. It focuses on illuminating the key drivers of risk and return across a global multi-asset u...

May 17, 2020

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts...

May 14, 2020

It can be risky to talk about or even spend any time on this sort of thing because so many times they are just meaningless babble that no one cares about and no one ever even reads or reviews. 

“Vision and Mission” are up there when it comes to corporate fluff talk.

But...

May 12, 2020

The forward PE ratio is broken.  It has the rona.  Stop using it.

And the PEG ratio is worse than broken, it never worked in the first place.

As an investment research professional I spend much of my time working on analytical tools and frameworks to help understand...

May 10, 2020

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts...

May 7, 2020

UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting, and partly because one of my followers on Twitter remembered the old article and mentioned it to me the other day!

Basically, in the o...

May 6, 2020

Investing across the cycle requires a firm grasp of the fundamentals, and perhaps nothing is more fundamental than the flow of money and credit.

Indeed, the current economic shock facing the world can be boiled down to a simple one-liner: we are currently in the middle...

May 4, 2020

We just published the recently revamped and re-branded "Market Cycle Guidebook" for April, which is part of our institutional service.

​​The monthly Market Cycle Guidebook is designed to be a key resource for global multi-asset investors.  It focuses on illuminating the...

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