InvestorsChronicle FarmInvestorsChronicle Farm: Portfolio diversityificationCan ESG investing expand into harder-to-measure fields?3 February 2022Save
InvestorsChronicle FarmInvestorsChronicle Farm: Corrections and clarificationsThoughts on an S&P sell-off27 January 2022Save
InvestorsChronicle FarmInvestorsChronicle Farm: Past performance is not a guide to... blah blah blahThe past shouldn’t inform our investment decisions. But it will anyway20 January 2022Save
InvestorsChronicle FarmInvestorsChronicle Farm: Separating ESG style from substanceWhen ESG flam trumps ESG fundamentals, and when it doesn't13 January 2022Save
InvestorsChronicle FarmInvestorsChronicle Farm: Value’s death knell?Traditional value investors have laid much blame for 15 years of underperformance at the door of low interest rates and quantitative easing. 2022 could bring the moment of truth, and 'value' may be found wanting. 6 January 2022Save
InvestorsChronicle FarmInvestorsChronicle Farm: Use it and lose itCompanies that appear to display a use-it-or-lose-it attitude to cash at their year-end tend to underperform, and especially if they are flush with cash and tight with dividends 30 December 2021Save
InvestorsChronicle FarmInvestorsChronicle Farm: Tap your hidden skillsWe may not appreciate the skills we have, or those of active fund managers16 December 2021Save
InvestorsChronicle FarmInvestorsChronicle Farm: Anti-sillyThe very hottest Aim stocks are down 55 per cent since the index peaked in September. What can we do to avoid being seduced by the great allure of hot stocks? 9 December 2021Save
InvestorsChronicle FarmInvestorsChronicle Farm: Higher intangibles = higher returns for investorsI’m banging the 'intangibles' drum once again. It’s in so much need of banging!2 December 2021Save
InvestorsChronicle FarmInvestorsChronicle Farm: Lockdown’s broken promisesEveryone is prone to misunderstand growth trends and investors can turn that to their advantage25 November 2021Save