My investment strategy cascades from a core framework of demographic, geo-political and economic facts that provide the direction of travel for a successful investment. The strategy takes the position that for an investment choice to succeed it needs to work with that direction of travel, not against or even neutral to it.
These facts are then analysed using the various analysis tools we discuss in this section. These tools allow us to move from high level global factors, to making actual investment decisions.
This section talks about this framework in detail, since this framework defines the critical drivers for the investment strategy and its long term success. By understanding the framework you will get a better insight as to why the investment recommendations are being made and indeed why in the medium term they are likely to prevail.
The advantage of following this systematic approach to investment decisions, is it removes emotional decision making from the process without being too formulaic. This is vital since emotions cause people to make investment mistakes and overly complex formulaic approaches preclude appropriate scrutiny of an investment choice.
The Analysis Framework and Investment Factors