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The performance of the Bearbull income portfolio was a bit above average in 2017, even if it doesn’t feel like it

Two losers will rein in the Bearbull Income Fund’s performance in the second half of 2017

The ‘great disgruntlement’ will shape investment as well as politics for years to come

The ‘problem of knowledge’ – it’s the problem that many investors don’t like to acknowledge

The bull market hasn’t made diversification pointless, but it highlights its limitations

It may be wishful thinking that better pay leads to better company performance

Here’s a novel way to look at the UK state pension

It’s tempting to see troubled consumer-credit lender Provident Financial as the archetypal recovery situation

Investors should prepare for a world of sectors without borders. It won’t be easy

Bad incentives can destroy good companies, as Provident Financial has come close to showing