Â鶹ÊÓƵ

Ideas Farm: Portfolio diversityification

Can ESG investing expand into harder-to-measure fields?

Ideas Farm: Corrections and clarifications

Thoughts on an S&P sell-off

Ideas Farm: Past performance is not a guide to... blah blah blah

The past shouldn’t inform our investment decisions. But it will anyway

Ideas Farm: Separating ESG style from substance

When ESG flam trumps ESG fundamentals, and when it doesn't

Ideas 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.

Ideas Farm: Use it and lose it

Companies 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

Ideas Farm: Tap your hidden skills

We may not appreciate the skills we have, or those of active fund managers

Ideas Farm: Anti-silly

The 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?

Ideas Farm: Higher intangibles = higher returns for investors

I’m banging the 'intangibles' drum once again. It’s in so much need of banging!

Ideas Farm: Lockdown’s broken promises

Everyone is prone to misunderstand growth trends and investors can turn that to their advantage