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Investing by reference to GDP is akin to attempting an accumulator at the racecourse.
There is plenty of evidence to suggest short-termism can lead to higher costs and lower returns.
An academic paper argues that “most claimed research findings in financial economics are likely false”.
The oil and gas companies may now be superficially attractive but they do not have what we actually care about – cash.
When people invest in lower-risk strategies, what they are really buying is the perception of lower risk.
Whenever a high-profile fund manager leaves their job, the chances are it will provoke a flurry of media comment on whether investors would do better to stick with the fund or follow the manager...
As investors, we should always be very careful about anything claiming to be ‘common wisdom’.
Over the next three to five years, banks will again be recognised for the good, solid, oligopolistic profit-generators they once were.
Investors should handle market indices with care and certainly not take them at face value.
Income inequality is by no means a new concern but it is one that seems to have become increasingly controversial and politicised in recent years.
AstraZeneca, Vodafone and survivorship bias.
Merger and acquisition (M&A) deals have a nasty tendency to work out poorly for the acquiring shareholder.
This January was a bad month for investors and, as an old stockmarket adage has it, “As goes January, so goes the year”. But just how much should we pay attention to such adages?
The Value Perspective won't be joining the crowds of investment professionals offering their take on the outlook for the coming year – at least not in any conventional sense.
Housing is currently affordable because interest rates are so low, but what happens when rates move up towards their longer-term average?
Was the decision by US policymakers to allow the stricken investment bank Lehman Brothers to fall into disorderly bankruptcy “one of the most expensive mistakes in financial history?”
The period from the start of May to the end of August saw US 10-year bond yields rise by some 120 basis points. This is hugely significant for investors.
The bank's businesses are broadly in good shape and it has responded strategically well to the regulator effectively moving the goalposts. But what does that all mean for investors in Barclays?
Why you shouldn't put your money in the Bitcoin-based exchange traded fund.
With global stockmarkets just 10% away from hitting Greenspan levels of irrational exuberance, Kevin Murphy wonders whether there will be any attempt to stop the boom.
Australia has had a 'good' global financial crisis, the last time it saw a decline in GDP was back in 1991. But are things really so rosy 'Down Under'?
US politicians have failed to grasp the debt issue for almost a century.
For about five years now, Greece has been giving the euro area authorities a test in economics and politics. The test must be retaken until the authorities produce the right answers.
Visiting Professor of International Economic Policy, Princeton University14 articles | View profile
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