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Capital Markets Lab

Exploring Market Characteristics, Participants, Behavioural Biases, Correlations and Causations, Predictions, Gloom and Doom, Tipping points, Misperceptions, Noise, Risk and Returns, Uncertainty, Volatility, Cycles, Assumptions and more...

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Price of a single ticket to Disney World

Actual ticket price vs. 1971 ticket price adjusted for inflation

Giles Parkinson, Portfolio Manager
Aviva Investors, Pricing power is the magic ingredient for equity investors, 27 November 2020

Trends investing: finding the winners among skewed equity returns

A tiny proportion of stocks account for most of the market’s returns. This makes it vital to embrace trends when investing, say portfolio manager Steef Bergakker and trends analyst Sam Brasser.

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, 5-Year Outlook, 19.10.2020

Tech, Tech…Boom!

"The outperformance of the US stock market relative to the rest of the world, and of technology stocks within that, has been a headache for active managers for a number of years now."

Stuart Canning
M&G Investments, Episode, 10 September 2020

Catching Value’s Next Wave

Value stocks have lagged growth stocks for some time, but the disparity has become particularly acute this year.

Michael J. Fleisher, Portfolio Manager
Brandywine Global, Around the Curve, 14 September 2020

Financial Immortality

Around the turn of the 5th century, St Augustine of Hippo, a Christian theologian and philosopher, wrote in his ‘Confessions’ a whole section (Book XI) devoted to the nature of time. He sought to illustrate how difficult it is to define time and presented it as an enigma.

The Unchained Banker, September 13 2020

Buy and hold

Is it really that simple?

Duncan Macinness, Investment Director
Ruffer, The Ruffer Review, 1 September 2020

Has the Tech Bubble Burst or Just Been Mildly Deflated?

"...their share prices could still go nowhere over many years."

Alan Miller, Chief Investment Officer
SCM Direct, 08 September 2020

Goodbye to a Legacy: Exxon Mobil

ExxonMobil, formerly Standard Oil of New Jersey, was removed from the DJIA, but Chevron, formerly Standard Oil of California, will remain.

Dr. Brian Taylor, Chief Economist
Global Financial Data, August 24, 2020

Weak UK GDP and a weak FTSE: the questions they raise for passive investors

"When we look around the world, differences in stock market returns at a country level so far this year seem far more to do with the balance of sectors within each market than a particular country’s GDP."

Stuart Canning
M&G Investments, Episode, 20 August 2020

When the music stops

With the decade-long valuation and performance divergence between growth and value stocks continuing to widen over the summer, it is no wonder that investors, strategists and asset allocators are scratching their heads and considering if value investing is dead. It would be unwise, however, to ignore the risks when the tide does start to turn.

Alexandra Morris, Investment Director
Skagen Funds, CIO update, 13. August 2020
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