Stuart Kirk | Financial Times

Friday, 22 September, 2023

Skin in the GameInvesting in funds

My performance is way better than most hedge funds

And that’s even after subtracting the cost of reading the FT

Friday, 15 September, 2023

Skin in the GameInvesting in funds

Why investors needn’t worry about oil prices

Sometimes they matter, sometimes they don’t — the evidence doesn’t give us a clue

Friday, 8 September, 2023

Skin in the GameFund management

My portfolio is slimmer and not a needle in sight

Flow and survey data are tempting but resist them if you can

Friday, 1 September, 2023

Skin in the GameSovereign bonds

I’m a bond casualty but I won’t die

In fact the latest data screams ‘more fixed income!’

Friday, 18 August, 2023

Skin in the GameAdvice & Comment

Investing in Japan: a triumph of hope over experience

Despite years of disappointment, I’m betting on Tokyo

Saturday, 5 August, 2023

ESG investing

Rebranding ESG won’t save it from its internal contradictions

The environmental, social and governance framework for investing is riven with inconsistencies

Friday, 28 July, 2023

Skin in the GameInvestments

Help me doctor, I’m selling the US and buying Asia

Wanting more risk means doing the opposite of what I’ve always been prescribed

Friday, 21 July, 2023

Skin in the GameInvesting in funds

Double or quits: valuing Wall Street (part 2)

I wanted to buy US stocks but I’ve talked myself into selling

Friday, 14 July, 2023

Skin in the GameAdvice & Comment

Double or quits: valuing Wall Street

US stocks always go up, but will they halve first?

Friday, 7 July, 2023

Office life

The Musk-Zuck ruck — why we need more white-collar rumbles

It’s good that office fisticuffs are vanishingly rare but the sight of business titans going toe to toe is fabulous entertainment

Friday, 30 June, 2023

Skin in the GameAdvice & Comment

Time to make waves in my portfolio

Slow and steady no longer does it for me — time for some fun

Friday, 23 June, 2023

Skin in the GameAdvice & Comment

What to say about house prices at a dinner party

The topic is back in the news and we haven’t a clue, as usual

Friday, 16 June, 2023

Skin in the GameAdvice & Comment

I don’t own green funds because I want to live

Treating AI stocks as sustainable is a bad joke

Friday, 9 June, 2023

Companies

Corporate hypocrisy doesn’t bother us too much. This is why

Modern economies are predicated on doing one thing, saying another and keeping a straight face throughout

Tuesday, 6 June, 2023

Money Clinic with Claer Barrett podcast27 min listen

Best of Money Clinic: Investment Masterclass: Stuart Kirk has ‘skin in the game’

The former asset manager on being radically open about his portfolio’s performance

Friday, 2 June, 2023

Skin in the GameAdvice & Comment

Active management is a sham — no wonder my returns are suspect

I’m a hypocrite for deriding stock pickers but choosing my own funds

Saturday, 27 May, 2023

Skin in the GameInvesting in funds

Weddings and divorce: the scourge of investment returns

I was calculating Sharpe ratios during my marriage vows

Friday, 5 May, 2023

Skin in the GameAdvice & Comment

I’m no wide-boy trader but I’m minded to flip my bank ETF

The share price returns of European lenders say it all, really

Friday, 28 April, 2023

Artificial intelligence

AI could learn a thing or two from Barry Humphries and Credit Suisse

The comedian’s intellectual rigour and deep research resulted in effortless delivery

Friday, 21 April, 2023

Skin in the GameAdvice & Comment

Why I got it wrong about offices, according to readers

My hypothesis that yields are attractive has three flaws, apparently

Friday, 14 April, 2023

Skin in the GameInvestments

Everyone hates offices — I want to buy them

The question is whether the risks in commercial property are discounted

Friday, 7 April, 2023

Skin in the GameAdvice & Comment

Why I won’t be pondering sterling’s rally down the pub

How exchange rates affect portfolios is too complex to worry about

Friday, 31 March, 2023

Skin in the GameAdvice & Comment

I’m fully invested . . . and now there’s no one else to blame

Sitting on cash was excruciating, but did I rush to buy?

Friday, 24 March, 2023

Financial services

Banks might behave responsibly if treated like adults

The failings of intrusive financial supervision have never been more obvious

Friday, 17 March, 2023

Skin in the GameAdvice & Comment

Time to cut banker pay once and for all

As an investor it’s the thing that matters for bank shares

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