12th March 2018
Is it better to invest for dividend income or capital gains? This is one of the perennial questions asked by equity investors. In ‘Depressed lobsters and the dividend yield trap’ our Chief Investment Officer, George Cooper, explains why chasing dividend yield can lead to a portfolio of yesterday’s corporate losers and tomorrows corporate failures. His argument draws on some of the provocative behavioural ideas of best selling author, Jordan Peterson.
Revival of the Fittest
2
Investment Letter - Constant Reformation
2
Facts not Opinions
2
Regulating Psychopaths
2
Still Flashing Green: Equities in a world of higher growth and financial repression
2
An Impossible Trinity?
2
Investment Letter - Eternal Adaptation
2
2016: A Tale of Two Walls
2
Is corporate debt addictive?
2
Lumbering corporate dinosaurs face mass extinction
2
Why ownership matters more than ever
2
Hedonism and the value of money - Part II
2
Can fair fees make active managers more sustainable?
2
Hedonism and the value of money - Part I
2
Tales of an Astronaut - Lessons from the Unknown
2
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