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Treating AI stocks as sustainable is a bad joke
I’m a hypocrite for deriding stock pickers but choosing my own funds
I was calculating Sharpe ratios during my marriage vows
The share price returns of European lenders say it all, really
My hypothesis that yields are attractive has three flaws, apparently
The question is whether the risks in commercial property are discounted
How exchange rates affect portfolios is too complex to worry about
Sitting on cash was excruciating, but did I rush to buy?
As an investor it’s the thing that matters for bank shares
But am I willing to lose my shirt with a punt on interest rates?
It took a while, but I learnt long ago that negativity really doesn’t pay
Defaults always scare me — are yields worth the risk?
‘OK’ outcomes in my first quarter’s investment results
Tax rates make little difference to equity returns
Avoid thematic funds. And I should know, as ex-head of thematic research at a global bank
There is still value in equities, if you can find it
Switching into a Sipp offers much more in investment choice
Rates look like they are nearing a top and yields will ease next year
For too long investors have been neglected by businesses in the region, but times are changing
Our columnist has bought into US equities and is happy to ignore the doom-mongers
Our new columnist sets out his investment stall and reveals he still has faith in UK stocks
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