Most investors would be better off doing less. Whether it is the folly of market timing or the irresistible lure of performance chasing in mutual funds, more activity is likely to be bad for us. In…| Behavioural Investment
3 posts published by Joe Wiggins during September 2025| Behavioural Investment
As an investment theme AI has it all: the potential for transformational societal and economic change, huge capital investment and the prospect of dramatic corporate winners and losers. It would be…| Behavioural Investment
1 post published by Joe Wiggins during August 2025| Behavioural Investment
Perhaps the defining feature of modern corporate life is the meeting. Meetings have come to dominate how companies (and all types of groups) function. While frustrations are consistently and fruitl…| Behavioural Investment
It is difficult to go a day without coming across another article explaining US equity exceptionalism. This is unsurprising given that performance has been outstanding both in terms of its magnitud…| Behavioural Investment
6 posts published by Joe Wiggins during April 2025| Behavioural Investment
3 posts published by Joe Wiggins during July 2025| Behavioural Investment
There are three types of investors: momentum, valuation and noise. Momentum investors care about price movements, valuation investors care about fundamentals and noise investors care about a random…| Behavioural Investment
You are running a multi-asset portfolio and know for certain that over the next five years there is a 20% chance of an occurrence that will cause it to suffer severe losses. Fortunately, there are …| Behavioural Investment
Back in December, I wrote a piece expressing concerns about the ubiquity and strength of the “US exceptionalism” narrative. A heady mix of overconfidence in our ability to predict an always-uncerta…| Behavioural Investment
Investors love talking about ‘skin in the game’. It has become something of a truism that a fund manager with substantial sums of their own money invested in their strategy will make better decisio…| Behavioural Investment
