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Investing

Are renewable infrastructure trusts cheap for a reason?

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Why you can’t trust the CAPE ratio

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

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Yes, you can eat risk adjusted returns [Members]

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

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

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

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Pensions are more exciting than they should be these days

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What to do about extreme US market valuations [Members]

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 [...]

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Where to find and how to use global CAPE data

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It’s easy to berate ourselves for falling short of our ideals but passive investors have plenty of reasons to feel good about themselves.

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To panic or not to panic, that should NOT be the question…

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Are private investments ready to come out in public again?

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Are you watching Donald Trump?

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Crypto ETNs: what you need to know

How to be a more educated kind of gainz-chasing YOLO-crying crypto ETN investor

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How to use expected investment returns to build or sanity check your financial plans

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Our fictional OAPs are racing ahead thanks to their dynamic withdrawal strategy and punchier asset allocation

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The case for (and against) individual retail bonds

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