Joe Wiggins

The Intelligent Fund Investor is published today! Most of us are fund investors, but there are very few books that can help help us with the unique set of behavioural challenges it poses. The aim of The Intelligent Fund Investor is to fill this gap. amazon.co.uk/Intelligent-Fu…

Financial market commentators face a similar challenge to psychics. They are expected to predict the future, but as that is impossible they have to talk in ways which makes it look like they can.

Ask not for whom the AI disruption bell tolls, it tolls for thee.

It is hard to predict the winners and losers from AI disruption, but it seems likely that some companies with large intangible assets will find out that they were intangible for a reason.

The more an asset price goes up the more convincing the story is about why it went up, which makes the price go up more...

A 2024 study of 160 years of New York Times' articles found that equity market returns were higher following periods when there were more headlines about war. Dealing with geopolitical risk is not straightforward for investors.

I asked three AI models to make predictions about financial markets in 2026. Here is what they said...

Our ability to meet our long-term investment objectives is really about one thing: managing the conflict between our desire to save for the future and our craving to make ourselves feel better in the present.

Last year I ran a survey asking finance professionals 10 questions about their market expectations for 2025. Unsurprisingly their predictions were a bit wayward. But does the incredible difficulty of forecasting short-term market moves matter for most investors? Not one bit.

Even if you knew that there was a bubble in US equities, it is not obvious what you would do about it.

Investors should always try to follow the evidence, the problem is that evidence in financial markets is noisy, changeable and conflicting. There is no single answer.

Most performance fee structures for funds don't align interests between asset manager and client, they make the relationship even more imbalanced. (Not in favour of the client).