Bad news is good news?

When is bad news good news? Apparently when investors have spent the best part of a decade getting overly comfortable with the idea of Central Banks artificially pumping unprecedented levels of liquidity into financial markets. Markets remain extremely sensitive to even the slightest bit of news that feeds the… Read the article

Unexpected returns


Asking simple questions often provides a useful means of highlighting how perceptions can differ from reality when talking about financial markets. For example – over the past 30-years, would it have been better to be an equity investor or a bond investor? Considering the massive tail-winds bonds have had, it… Read the article