Financial Times Columns


2017 Columns

NOTE: The following articles require a paid Financial Times subscription to read in full.

12.29.17 – ‘Fear Of Missing Out’ Will Spur On Investors Next Year
11.21.17 – How to Allocate Your Portfolio Now
10.18.17 – US Banks Abandon Crisis-Era Taboo Of Growth
10.17.17 – A Taxing Question For Investors
09.12.17 – Should Markets Be More Worried About North Korea?
08.09.17 – Markets Don’t Share Draghi’s Taper Terror
07.03.17 – Don’t Get Bitten by Fang Fears
05.31.17 – The Argument For Owning European Equities
04.24.17 – Take A Global View To Stock Buying As Political Fears Subside
03.22.17 – Stocks Aren’t Overvalued — So Keep Buying
02.22.17 – Trump’s Rabbit Season And The Howling Hounds
01.10.17 – Trump Will Struggle — But Global Stocks Will Boom

2016 Columns

NOTE: The following articles require a paid Financial Times subscription to read in full.

12.12.16 – All I Want For Christmas Is A Fed Rate Rise
11.01.16 – Clinton Or Trump? It Shouldn't Matter To Investors
10.05.16 – History's Most Joyless Bull Market Has Longer To Run
09.07.16 – In A Global Economy, Who Cares About Central Banks?
07.07.16 – Bull Market Charges On Regardless Of A Growing Revolt
05.27.16 – Brexit Uncertainty Is A Buy Signal For Investors
04.15.16 – The Magic Of Do-Nothing Central Bankers
03.11.16 – US Election Is Nothing To Worry About For Investors
02.12.16 – Passive Investors, The Loch Ness Monster, And Other Myths
01.14.16 – Pick Stocks When It's Bad For Stockpickers

2015 Columns

NOTE: The following articles require a paid Financial Times subscription to read in full.

12.17.15 – Tell Fed Fears To Take A Hike
11.27.15 – The Strong Pound Won’t Pound Stocks
10.23.15 – Economically, It Feels Like 1997 All Over Again
09.18.15 – Timing This Market Is A Fool's Errand
08.14.15 – Grow Your Own Dividends
07.10.15 – Britain Doesn't Need Surpluses
06.12.15 – Bull Market Could Rage For Years
05.07.15 – Worry About Bankers, Not Politicians
04.10.15 – Buy Europe As Draghi Gets It All Wrong
03.13.15 – Hung Up On Parliaments
02.13.15 – Just How Negative Are You?
01.16.15 – Get Above The Curve In 2015


2014 Columns

NOTE: The following articles require a paid Financial Times subscription to read in full.

11.28.14 – What Investors Should Make Of The US Midterms
10.31.14 – The Price Of Active Management Is About Right
10.03.14 – There will be a price to pay for banker-bashing
09.05.14 – Stand by for the great midterm market anomaly
08.08.14 – Annuity providers have lobbied and are laying their trap
07.11.14 – Carney needs to learn the value of mumbling
06.13.14 – The myth of small-cap outperformance
05.16.14 – Back to the future as we rerun the 1990s
04.17.14 – How to tell a Cassandra from an Oracle
03.21.14 – Your adviser should sometimes say ‘no’
02.21.14 – The Magic Of Collision And Capitalism
01.10.14 – Why Britain lucked out with Carney

2013 Columns

NOTE: The following articles require a paid Financial Times subscription to read in full.

11.29.13 – I can’t wait for monetary stimulus to end
11.01.13 – Of birds and central bankers
10.04.13 – How the US shutdown could settle a debate
08.30.13 – Take advantage of false fears, they create future demand
08.02.13 – Blasts from the past blow away QE fears
06.28.13 – The US isn’t Greece, and neither is the UK
05.24.13 – US political gridlock is good for shares
04.26.13 – The vastly overrated impact of QE