“If you can keep your head when all about you…”
Andy Pfaff, Head of Commodities, discusses gold and highlights the importance of applying discipline in keeping to your investment process.
The last man standing
Andy Pfaff, Head of Commodities, considers the impact of information technology on financial services.
Time in the market versus Timing the market
A time in the market or timing the market? Our Head of Commodities, Andy Pfaff, discusses it in this week’s commentary.
The Dominant Fundamental Theory
“What are your thoughts on platinum and palladium? Palladium is so overbought it’s ridiculous and I’ve been waiting for a proper correction, but it’s just riding the electric vehicle surge. Do you think a correction is due?” Last week a friend’s son who had recently started work in the investment industry in London asked my
“When the facts change, I change my mind. What do you do, Sir?”
I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind – portfolio positioning – when the facts change. But not before”). There is some disagreement on the origin of this quote, but apparently the comment should have been attributed to
