In a new Position Paper we explain why the bond market has become an insane place to invest, yet it still plays a pivotal role as a ‘risk reducer’ in most portfolio approaches.
read more Research by Stuart FowlerOn the eve of the Treasury Select Committee’s report into RDR, we produce our own analysis of where the FSA went wrong and what can still be put right.
read more Research by Stuart FowlerThe mythology surrounding home ownership nearly destroyed the economy. In a new position paper we explain how this one big decision affects all the other lifetime benefits families value.
read more Research by Stuart FowlerA popular theme today is that the scale of the credit crisis and its resistance to normal corrective mechanisms means we should dust off our history books and study the Depression economy of the 1930s.
read more Research by Stuart FowlerFans of absolute-return investing claim it represents ‘the future of asset management’, its attackers that it is just a fad. Most investment fads are intellectually lazy: they describe concepts but appeal to emotions. The most appealing of investment concepts are versions of the free lunch: the ‘something for nothing’ culture.
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