Jack Bogle founder of Vanguard died in January, you may not have heard of him but he is one of the key figures of modern investment management. He helped create a global investment firm that has assets under management of $5.3 Trillion. That is such a staggering large number that a reference point might help. 1,000 seconds ago was equal to almost 17 minutes. It would take … [Read more...] about Thank you Jack Bogle!
Over the past three decades there have been plenty of shocks to dissuade people from investing. Our data shows what happened after each event. Wars, disasters, economic strife and political instability have been persistent themes over the last three decades. Such events can affect people’s attitude towards investing. In many cases they make an already tough decision to … [Read more...] about 29 reasons not to invest in the stock market
In the “Year of the Pig”, China will likely continue grappling with slower growth, a mountain of debt and a trade war with the US. But according to Chinese legend, the pig is a sign of good fortune – which is consistent with our long-term view of China’s economic potential. Fattened up on debt and penned in by trade? We expect China may deliver slower growth in the near … [Read more...] about Will the “Year of the Pig” be a prosperous one for China?
Truisms are, by definition, things that we either know or believe to be true. In life there are many things we take at face value as being true without seeking out evidence to affirm (or contradict) those beliefs. So let’s consider one of greatest truisms in life (and investing): “Do not put all your eggs in one basket”. Could it be the case that this old … [Read more...] about Do put all your eggs in one basket….!
Policymakers in Beijing cannot afford to allow pollution to undermine economic and social welfare. It offers a structural driver that smart investors can take advantage of. Next year will mark the latest milestone in China’s drive to reduce its carbon footprint if it can consolidate its position as the world’s top importer of natural gas, having just overtaken Japan.The … [Read more...] about China’s long green march