Journal Articles:
Keynes and the Provincial Investment Problem, accepted for publication in the Cambridge Journal of Economics, ms. 58 pp.
Benjamin Graham on Buffer Stocks, Journal of the History of Economic Thought, 2022, 44(4): 579-599.
False Pretenses in Institutional Asset Management, Journal of Portfolio Management, 2022, 49(1): 22-32.
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.
Book Chapter:
En Hommage Cordiale, in F Tricou & D Leeman (eds.), Economie Mathematique et Histoire - In Honour of Christian Bidard, Presses Universitaire de Paris Ouest, 2014: 145-152.
Conference Presentation:
Keynes as an investor: John Maynard Keynes - The Man, The Ideas, The Debate. Policy Exchange, 16 December 2016.
Letters to the Press:
Keynes' uncanny record as a stock picker, Financial Times, 14 December 2024
What changed first, prices or the money supply, Financial Times, 17 November 2023
Arm IPO would test PM's free market credentials, Financial Times, 23 September 2022.
Effective democracy covers all bases, Financial Times, 27 July 2022.
Passing the buck is what politicians do, Financial Times, 18 May 2022.
My sympathy lies with the students taking economics, Financial Times, 8 July 2021.
Georgia's 'arcane' rules beat first past the post anyday, Financial Times, 10 November 2020.
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.
Even Ross Goobey turned his back on equities in the end, Financial Times, 31 May 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.
Don't think like an economist, Financial Times, 7 October 2010.
Bankers need a bit of perspective, Financial Times, 4 October 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.
'First past the post' is so misleading, Financial Times, 27 April 2010.
Time to revisit actuaries' role, Financial Times, 13 January 2010.
Masters at law, it seems, still define their own limits, Financial Times, 5 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.