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Latest News - David Stevenson

David Stevenson: the Permanent Portfolio beats gold but I'm not sold

It's billed as an ultra-lazy portfolio for the super cautious, but results from this simple allocation fail to impress.

David Stevenson: want yield and diversification? Try these bonds

Yields on 'safe' bonds are low, and more risk brings more correlation with shares. But one segment of the debt market could buck that trend.

David Stevenson: Vanbrugh vs Vanguard – one-stop fund shops that do a good job

I’m not a big fan of ‘funds of funds’ but these two contrasting multi-asset funds are worth a closer look.

David Stevenson: are energy stocks the new tobacco?

Investors are starting to shun fossil fuel in the same way they avoided tobacco. Could this pave the way for a similar dividend-fuelled value revival?

David Stevenson: dividends may soon be a problem for stock markets

I've written hundreds of pages on the importance of dividends, but they could soon become a problem, rather than a solution, for volatile stock markets.

David Stevenson: my lazy(ish) portfolio for thrill seekers

'Lazy' portfolios, featuring low-cost funds that are easy to rebalance, are a popular choice, but my twist on the idea adds a little more excitement.

David Stevenson: 'real assets' are the real deal

Asset-backed investments offer a defensive return for the mainstream, and are worth paying fund managers for, says our columnist.

David Stevenson: the chart flashing one heck of a warning sign

Our columnist looks into the global liquidity sloshing around markets, and highlights a chart flagging a warning for stocks.

David Stevenson: a tried and tested fund for all seasons

Our columnist highlights a fund that has been off the radar for many but whose strong defensive qualities have stood the test of time.

David Stevenson: cynical fund fees punish private investors

Institutional investors don’t put up with the tyranny of fixed percentage charges on funds, so why should we?