Contrarian Investor
Contrarian Investor: Why I am cynical on latest OPEC deal
It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
Contrarian Investor: Should we fear shadow banking?
Become a lender, not an investor
Contrarian Investor: Could passive providers do more to protect investors' interests?
Passive providers could do everything their active peers do with a little creativity and more joined up thinking, writes David Stevenson.
The Contrarian Investor: Food - the new ESG battleground?
There is something of a yawning disconnect between investment rhetoric and portfolio reality when it comes to the knotty issues of ethical and sustainable investing. Lots of financial professionals nod wisely about the importance of ESG factors, and then...
The Contrarian Investor: Should investors fear the return of inflation?
Even though I admit to being something of an investment trust enthusiast, I rarely bother to peruse the manager statements for the funds I own.
Contrarian Investor: The power of dependable dividends
Dividends can count for 90% of returns
Contrarian Investor: Is this the last refuge of long-term growth?
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
Contrarian Investor: The dangers of oil bullishness
David Stevenson takes a closer look at whether the oil sector is back to the 'old normal'.
Contrarian Investor: Bringing back 1970s politics and fiscal policy
Our new Theresa May-led Conservative government seems to be engaged in a classic example of kitchen sink revisionism, steadily ditching a whole series of commitments made by its predecessor.
Contrarian Investor: Are investors getting complacent?
So much for the old adage that investors should 'sell in May and go away'. Markets seem to be in an almost euphoric mood, having survived a near brush with death over Brexit.
The Contrarian Investor: The rise of the populists
A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.
Contrarian Investor: The real inter-generational financial strains
Will new Prime Minister attack pension benefits?
Contrarian Investor: Is the robo-advice revolution stalling?
I have long been a paid-up member of the disruptors brigade, arguing technology will make us all happier, wealthier individuals - along the way upending whole business sectors.
Contrarian Investor: Could gold rally end in a rout?
Investors pile into asset class post-Brexit vote
Contrarian Investor: Brexit result is 'populist anger' at work
Questions surround validity of forecasting
Contrarian Investor: Following Brexit, is globalisation under attack?
Following last week's successful Brexit vote, investors should be under no illusion that globalisation is now under attack.
Contrarian Investor: Should we follow Buffett's advice on retirement planning?
David Stevenson asks whether investors should be embracing more stock market risk.
Contrarian Investor: The rebirth of value investing?
Revolution in stock analysis
Contrarian Investor: The big family home demise
Sellers delaying
Contrarian Investor: Time to pay for what investors get with smart beta?
Passive fees under pressure
Contrarian Investor: Equity bulls beware - a market correction may be looming
Nearing end of stockmarket cycle
Contrarian Investor: The need for a new era of 'auto-savers'
We have all become rather blasé about our low savings rate culture. We know we have binged on debt and tend to sigh about the low levels of savings.
Contrarian Investor: Sentiment shift 'good for business'
Robust investing and good business ethics
Contrarian Investor: Is QE's future to infinity and beyond?
Central bank ammunition
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