25
Jun
2012
Gold
Gold is overpriced relative to inflation by between 2 and 5 times – bad as a bet and bad as insurance
read more Research by Stuart FowlerCategory: research
17
Oct
2011
1
Bonds: a false market
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.
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15
Jul
2011
Where RDR went wrong
On 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 Fowler
07
May
2010
Home truths about home ownership
The 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 Fowler
01
Apr
2008
The lessons of Japan and its lost decade April 2008
A 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 Fowlernews archives
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