We explain why high-growth economies are a trap, for both your mind and your money. Record investment flows and high share valuations in China, India and emerging markets generally suggest the trap has been set.
read more Insights by Stuart FowlerIn anticipation of an article in FTfm placing our investment approach in the context of the application of ‘liability-driven’ investing to private wealth, we are posting this master class on drawing down capital in retirement.
read more Commentary by Stuart FowlerWeekend press speculation about next week’s Pre Budget Report sees more politics than economics.
read more Commentary by Stuart FowlerWith endowment shortfalls still a raw memory, why is the vast majority of the financial services industry still doing financial planning and selling investments as if the world was nice and linear and always normal?
read more Commentary by Stuart FowlerReal house prices bounced on cue after falling back to the post-1957 trend but the reality is not that neat.
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