Essays

Gently sceptical thoughts on investment and the wider world of finance – see my Medium publication The Patient Investor for more.

Should passive investments be taxed?

Are index funds parasites free-riding on the active stock pickers who do the hard work of identifying value? Yes, according to one controversial proposal

What would a Labour government mean for investors?

Investors seem to have little to fear from a Starmer administration keen to emphasise its commitment to fiscal responsibility

How to invest in China (the easy way)

For long-term investors the balance of power between China and the West matters less than the continued growth of the global economy

How to Fund the Life You Want: a review

Robin Powell and Jonathan Hollow’s new book on financial planning isn’t afraid to spell out the right and wrong ways to invest

How to Invest: a review

A new book in The Economist series offers a comprehensive guide to investment principles but is perhaps not for the complete beginner

The space economy: real and imagined

What the Starship launch indicates about the future of investing in the space industry

Saying good-bye to a ‘forever’ stock

On the peculiar difficulty of letting go of a fund that had been intended to be held for the long-term

The harpoon and the net

A simple image for picturing active and passive investment – and why we think one is more deserving than the other

Thematic ETFs: no more — and no less — than good stories

ETFs that promise to follow a market trend may not make you rich – but perhaps that is to miss the point