- Working Papers
- Log in
The Safety of Speculation ..., Cambridge Journal of Economics, 2021, 45(5): 1069-1097. (Special Issue: F. H. Knight's Risk, Uncertainty, and Profit and J. M. Keynes' Treatise on Probability After 100 Years)
E. L. Smith's Enduring Contributions to Financial Economics, Journal of the History of Economic Thought, 2020, 42(1): 79-104.
New Exercises in Decomposition Analysis, Journal of Post Keynesian Economics, 2020, 43(1): 36-60.
On the relation between money- and time-weighted rates of return and its implications, Journal of Performance Measurement, 2018, 23(1): 6-11.
J. M. Keynes' influence on institutional portfolio management, Journal of Post Keynesian Economics, 2018, 41(1): 56-82.
The place of portfolio management in the Keynesian canon, Cambridge Journal of Economics, 2018, 42(1): 231-257.
On the political economy of UK pension scheme regulation, Cambridge Journal of Economics, 2017, 41(1): 147-180.
On equity markets, long-term decision making and performance metrics, Cambridge Journal of Economics, 2016, 40(3): 775-796.
Note: Pasinetti's counter-factual hypotheses, Cambridge Journal of Economics, 2013, 37(6): 1431-1435.
On Keynes as an investor, Cambridge Journal of Economics, 2013, 37(2): 423-442.
Benjamin Graham on Buffer Stocks, to appear in the Journal of the History of Economic Thought.
Keynes as an investor: John Maynard Keynes - The Man, The Ideas, The Debate. Policy Exchange, 16 December 2016.
Letters to the Press:
My sympathy lies with the students taking economics, Financial Times, 8 July 2021.
Former governors must keep their own counsel, Financial Times, 10 April 2019.
Opinionated auditors are the last thing we need, Financial Times, 24 October 2018.
Notion of a 'natural' rate recalls wisdom of Keynes, Financial Times, 7 December 2017.
Pension fund deficit calculation can only ever be an estimate, Financial Times, 15 October 2014.
Hedge fund profitability apparent in managers' fees, Financial Times, 27/28 September 2014.
Market works well ... in some cases, Financial Times, 8 July 2014.
BOE's research tells a different story, Financial Times, 2 July 2013.
Better the investments you know, Financial Times, 28 May 2013.
Standard with a profound impact, Financial Times, 17 April 2013.
Bad choice as leaders of the policy debate, Financial Times, 22 December 2012.
Too difficult for Planck, probably, Financial Times, 14 July 2012.
In search of true - but imperfect - knowledge, Financial Times, 12 December 2011.
Reading from the book of Keynes, Financial Times, 3 November 2011.
Relations between agent and owner, Financial Times, 24 December 2010.
Evidence of confusion in the Gilt market, Financial Times, 12 November 2010.
Who let economists assume the throne?, Financial Times, 15 September 2010.
No incentive to run severe stress tests, Financial Times, 30 July 2010.
Endowment approach can be bumpy for many investors, Financial Times, 7 July 2010.
Time to revisit actuaries' role, Financial Times, 13 January 2010.
Success, or not, in inflation forecasts, Financial Times, 18 November 2009.
A weakness that finds its nemesis in the stock market, Financial Times, 19 October 2009.
A mere refutation is not necessary, Financial Times, 20/21 March 2009.