When we believe that we have something of interest to say, Kennox Asset Management writes papers that offer a different perspective on an issue or conventional wisdom. Please click on the below links to view these papers.

August 2010 - The Role of Macro

April 2010 - Time to go to cash? Think Again.

March 2010 - Portfolio Management

March 2010 - Dividends vs Buy Backs

February 2010 - Bubbles – then and now

October 2008 - Crunch Analysis

May 2008 - A tirade against Protectionism

December 2007 - Why Hold Gold

September 2007 - Central Banking Strategy Watch

July 2007 - Value Versus Price

September 2006 - Debt. Lots of it