Contrarian Investor
Contrarian: Where now for the four EM horsemen of the apocalypse?
Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.
Contrarian: The big threats to active managers
We journalistic types love to talk about disruption, but change is threatening.
The Contrarian Investor: Osborne's clever (?) politics at work
Negative reaction to Budget
Contrarian Investor: Learning to love stagnation
'Fearing fear itself'
The Contrarian Investor: A Margot Robbie guide to CLOs
We poor humble journalist types constantly struggle to explain complex stuff, but, every once in a while, someone or something comes along which brilliantly captures the inane opacity of global finance in a simple thought.
Contrarian Investor: Slow puncture of a housing bubble
I am in Sydney for a conference and as I write, all I can hear is the sound of drills and building site construction along the harbour side.
The Contrarian Investor: The need for a quantitative fightback
I have been known to write the odd column for other publications, not least the pink one, where last weekend I was holding forth on the subject of smart beta and why retail investors in particular need to tread carefully.
Contrarian Investor: Geopolitical misery in the hands of oil
Where next for the oil price?
The Contrarian Investor: A demographic story that never matters
Every year, almost like clockwork, the 'demography' argument pops up within the broader investment debate, writes David Stevenson.
Contrarian Investor: The specialist risk illusion
The bears are wrong
Contrarian Investor: What is the next nightmare for investors?
With the bears on a rampage, it is increasingly incumbent on those of us who regard ourselves as cautious optimists to get real about what could go wrong, writes David Stevenson.
Contrarian Investor: The January effect - or not?
David Stevenson says 2016 could still be a rewarding year for investors, despite a turbulent start to the year for world markets.
ETF boom and more wealth manager consolidation: The Contrarian's 2016 watchlist
2016 is finally upon us and here is my watchlist of things to keep an eye on within the investment space this year.
Contrarian: The changing face of value investing
As we fast approach Christmas, I want you to think about the suffering of investment contrarians.
Contrarian: How can we engage the masses with investing?
Investment needs to be more 'fun'
Contrarian: Time to ditch US equities?
I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?
Contrarian: Why transparency is not the answer to all our problems
The industry needs to agree a proper measure of value added by managers in the investment process, writes David Stevenson.
Contrarian: Three big challenges for alternative lending sector
Alternative finance becoming more mainstream
Contrarian: Time for wealth managers to ditch hedge funds?
It is finally time to say adieu to listed hedge fund BlueCrest BlueTrend, which has just tabled proposals to wind up as its market cap has slumped below $100m.
Contrarian: QE - A lot harder to get out than in
Every once in a while I am forced, reluctantly, away from my ivory contrarian tower, and dumped on to the mean streets of middle Britain to talk to actual, real, living investors and their advisers.
Contrarian Investor: There are no riskless investments
It is fair to say it has become rather fashionable to criticise alternative assets. However, alternatives have been going from strength to strength in one part of the investment universe - the humble and ancient investment trust.
Contrarian: Are student digs worth a second look despite home secretary attack?
Investing in student property has undergone a remarkable transformation in recent years but without wanting to sound, oh, maybe a bit contrarian, I suspect dark clouds may now be looming.
Contrarian: Is this the best eurozone opportunity?
A couple of weeks ago, I came across a new genre of internet TV called the 'Top Ten list' programme.
