Commentary

The grandfather of value investing, Ben Graham, famously said that “in the short run, the market is a voting machine but in the long run,

The performance of American public equities since the Global Financial Crisis has been exceptional, with the result that they account for more than 70% of

If you are anything like me you will have arrived in January willing yourself to be a better person, full of resolutions to eat less,

There has, of late, been a certain amount of punditry about “style rotation” within equity markets. Will last year’s outperformance of “value” over “growth” resume,

The collapse of Silicon Valley Bank has sent shockwaves through the financial markets, with many investors being blind-sided by the true state of their balance