Emotionally resilient investors can take advantage of an anxiety premium There can be a number of hidden gems available at very good prices There is perennial debate about whether stock selection improves investment performance over the long term, when compared to the low cost, and low effort approach of simply buying index products. At the [...]
Filed under: Behavioral Finance, Behavioural Finance, Equity markets, Investment Philosophy | Leave a Comment »
Behavioural Finance can sometimes be a confusing and dispiriting field: it offers long lists of psychological biases to which we’re all prone by virtue of the simple fact that we’re human. These lists, all too often, lead to the perception that we’re all hopelessly irrational in dozens of subtly different ways, but offer little in [...]
Filed under: Behavioral Finance, Behavioural Finance, Investment Philosophy | 1 Comment »
Over recent weeks there has been considerable tension around the discussions in Washington on raising the US debt ceiling and just as that has subsided there is growing pressure on the sovereign debts of Italy and Spain. Our advice has been to sit tight and not to sell your risk positions. However, as the tension [...]
Filed under: asset allocation, Behavioral Finance, Behavioural Finance, Equity market volatility, Investment Philosophy | Tagged: Behavioral Finance, Behavioural Finance, debt ceiling, euro area sovereign debt, Investment Philosophy | Leave a Comment »
Kevin Gardiner is Head of Investment Strategy, EMEA
Greg B. Davies
Greg B. Davies, PhD, is Head of Behavioural Finance
Henk Potts
Henk Potts is Market Analyst
