Portfolio Thinking

 

Portfolio Thinking

Adios Mexico – for now

Now that the investment case has played out, I've caught up with an economist, a strategist and a fund manager as they say adiós to Mexican assets.

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Portfolio Thinking

US inflation – vlogging a dead horse?

With US inflation picking up much more slowly than expected in recent years, markets seem to be ignoring the cyclical risks. We think that's a mistake and one that could come back to bite investors. Here's a chance to find out why and what we're doing about it...

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Portfolio Thinking

Is it time to retire the 4% rule?

Short-cuts have their place. If you can avoid complexity and effort, it makes absolute sense to do so. It gives you time to work on other projects, or in my case re-watch The Treble (1999), reliving the good ol’ days. However, when it comes to retirement income, short cuts may be counter-productive and nowhere is this more apparent than with the 4% rule.

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Portfolio Thinking

How market frictions can live in harmony with persistent factor premia

 As we continue our voyage on the factor premium drivers, our next destination is 'market structure'.

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Portfolio Thinking

Risky or not? The currency hedging debate for equities

Some investors propose hedging all currency exposure while others see no benefit to hedging at all, so is currency exposure a risk?

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Portfolio Thinking

What the Stone Age can teach investors

Evolutionary psychology highlights a Stone Age mentality hardwired into our brains and reflected in our behaviour and habits. For example, we tend to organise ourselves into groups in order to adapt more easily to different environments: behaviourally it is far less dangerous to be wrong in a group than to be right on our own. This explains the desire and impulse of an individual investor to follow the crowd.

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Portfolio Thinking

Will higher fees make your retirement pot go up in smoke?

This blog comes with a health warning: Higher fee pots die younger. And the UK government is taking notice.

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