Searching for explanation where it really matters
Amongst all the “sky fell already” comments I read ubiquitously, I wondered is today a welcome timeout for reflection? Perhaps even thanks might be appropriate. So in this short note we try to give some perspective on the “collapse”, and with it draw a deep breath on what might go right in the next few …
Continue reading "Shock horror! – Stocks have gone nowhere (slowly) this year."
Investors are disillusioned with active investment. Once the staple of institutional and retail investment practice, active now has an awful image – one of high cost mediocre offerings. While the rot was initially confined to equity, it has started to seep into fixed income. Here we try to understand why, and offer a simple solution, …
Continue reading "Get Active – why Active is in such disarray and how to save it"
Inflated Opinions 