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The Fund Manager

The capital allocators examine trends in the sector

The Fund Manager

What is the behaviour gap and how can you close it?

What is the behaviour gap and how can you close it?

In recent years, the idea of a behaviour gap in investing has become commonplace. Although there are several ways of defining what this actually means, it is most typically used to describe the cost of our poor investment decisions. The difference between potential and realised returns. While this...

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LATEST ARTICLES

The Fund Manager

ESG: Made in China?

ESG: Made in China?

As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while...

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The Fund Manager

China’s property boom

China’s property boom

To be clear, and to contradict the popular narrative in the West, China does not have a property crisis.Rather, it has deliberately engineered a collapse of the property...

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