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News and Articles on Finance and Investment

David Booth on Forcasting Returns?
28 January 2019
Instead of looking into a crystal ball to determine where to invest, consider the historical stock market and stick to investing fundamentals ......
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Are we heading for a prolonged bear market?
19th December 2018
While global and New Zealand shares had a nice bounce from their late October lows – rallying about 5%, partly reversing their 10% or so top to bottom fall, they have since fallen back to their lows as the worries about US rates, bond yields, trade, technology shares, etc, have moved into broader concerns about global growth and profits. Our assessment remains that it’s too early to say we have seen the lows, but we remain of the view that... 
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Performance of World Share Markets and Volatility
November 2018
In the first three weeks of January 2018 alone the S&P 500 crossed ten new record closing highs in 13 days of trading. Then, in February, the index lost all its gains from 2018 in a few days. Over the next 7 months it built up gains again, and then lost all them over the course of three weeks in October. What’s going on? .....btn more
 
Why you Should Not be Afraid of Market Volatility
April 2018
When movement in the share market is up one day, noticeably down for the next week, then appears to be traveling upward again, only to spiral downward again, that's what financial advisers call share market volatility. Should you be concerned .....btn more
 
Fund Managers Rarely Outperform the Market for Long
March 2018
The Economist wrote "sheer luck is as good as past returns in predicting future performance".  The big investment shift of recent years is from active to passive ...btn more
What does History Tell Us about Share Markets?
April 2018
This graph shows how the longest recorded share market index, the Dow Jones Index reacted to events between 1896 to 2016 and how human innovation always trumps fear  .......btn more
 
The 'Right Time to Invest Myth'
March 2018
When markets are rocky some investors tell their advisers they would prefer to wait until things are 'more settled' before committing their money.  The problem is ....btn more
Randomness of Returns in Different Markets
January 2017
Here we take a look at the returns across a broad range of investment markets and asset classes between 1991 and 2016 to see if there is any pattern. The result is ............btn more
Eugene Fama Wins Nobel Prize - Efficient Market Hypothesis

The 2013 Nobel Prize in Economics was awarded to Eugene Fama, with two others, for laying “the foundation for the current understanding of asset prices” ... btn more

Richard Thaler wins Nobel Prize - Behavioural Finance
November 2017
What can we learn from Thaler's research in attitudes and behavioral finance? Do investors behave rationally or irrationally .......?
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