Investing

With my brain struggling to admit that it’s 2026, now seems like an ideal time to dive back under the duvet of 2025. (Still warm from the glow of double-digit equity returns or the world being on fire – I’m not sure which!) Somehow it never appears to be a good time to invest. And [...]

With gold on a tear, the Permanent Portfolio is suddenly popular again. But that’s not really the point…

What if it all goes wrong?

Investigating the pay-off from being prudent ahead of retirement

How do you put a price on known unknowns?

Confronting the danger of going down before you’re out

How long does it take to recover your losses from a bear market? Longer than we’d like

Do you feel lucky, punter?

Are renewable infrastructure trusts cheap for a reason?

CAPE is up so markets will go down? Shock horror: it’s not so simple…

Financial nerds may not get all the girls, but they can get superior risk-adjusted returns…

Ideas for your defensive asset allocation. What to use and why

A selection of rules of thumb that can help you devise your asset allocation strategy.

Pensions are more exciting than they should be these days

Many Monevator readers tell us they’re feeling nervous about the markets. Me too. The perils on my personal Venn diagram of risks seem to overlap like unattended coffee rings. Notable brow-furrowers include: Vaulting US stock market valuations Big tech betting the farm on AI UK economic stagnation Government debt piles swaying like Jenga towers The [...]