contrarian investor

Don't blame the dividend

I would like to introduce a brand new term called 'false trough spotting'. As a paid-up contrarian, it is my duty to find an asset class that is troughing in price and then declare it as a 'bottom fishing' opportunity.

Managers reveal their best contrarian trades

Most financial journalists hate the Budget. All day long we rewrite the same old boring summary of big fiscal changes, with supposedly pivotal impacts on the national body politic.

Three terrible lessons from the Greek crisis

Why I am sceptical about the smart beta revolution

The best hedging strategy in town?

Housing catastrophe or nasty wobble?

Should property investors be rushing for the exit?

Crowded trades in transparent markets