What should we do about Russia as an investment opportunity? Until recently, I have been incredibly negative about Russian equities, but I have largely been happy to let the numbers speak for themselves.
Let us talk contrarian investing, Mundy-style. Alastair's new book You say Tomayto: Contrarian Investing in Bitesize Pieces from Harriman House is an essential collection of succinct and witty observations about the mad world of investing.
For right or wrong, it is an incontrovertible fact that more and more investors, as well as their advisers, are making the shift to using passive funds as part of their diversified portfolios.