The Global Financial Crisis was awful. Which means it must have some amazing lessons to teach us. Perhaps about diversification!
2020
What caught my eye this week. The graph of this week’s GDP forecast from the Office for Budget Responsibility looks like something from a comic book: That’s not an economic projection – that’s the punchline to a three-panel cartoon. Of course the hope is that like a sack full of garden manure dropped onto a [...]
The rules of diversification sometimes seem too simple to believe. Well, believe them now because some your favourite out-of-favour asset classes are saving the day now.
What does the dividend drought mean for long-term investors, plus the rest of the week’s good reads…