News & Insights

07 Mar 2005

What parents tell the children about property

Parents have instilled in their children the desire to get onto the property ladder, not just as a lifestyle choice but as a way to avoid permanent loss of possible wealth. But the expected economic rewards of home ownership are misunderstood by most parents, biased by the experience of their generation. Tell most people what the long term trend of house prices has been ‘in real terms’, after stripping away the illusion of general inflation, and they will stare at you in disbelief. But unless you believe the real trend of growth will be above the real cost of mortgage debt, there will be a high financial price and loss of flexibility on that ladder. Lifestyle benefits may make it worth a high price but, like work/play or pay/satisfaction choices, that’s for kids to decide.

read more Commentary by Stuart Fowler
26 Feb 2005

With-profits for the Sandler Suite: no way

Malcolm Berryman, Chief Executive of Liverpool Victoria, makes a plea in the FT today for including with-profits in the ‘Sandler Suite’ of products that can be sold to the public with lighter regulation (because their simplicity, clarity and low cost greatly reduce the risks the customer will buy a pig in a poke). In seeking to differentiate Liverpool & Victoria from other with-profits providers who have much lower reserves and very little equity-backing (quite fairly), he makes the strongest case of all against a with-profits fund: the customer’s selection risk needs to be diversified.

read more Commentary by Stuart Fowler
24 Feb 2005

Asset wars #1: Who’s telling the truth about equity risk?

I shall file regular dispatches from the frontline in the battle of ideas pitching bond investment against equity investment, ‘fair value’ accountants against traditional investment consultants. It’s a big issue for individuals because it’s really influencing what assets are held on their behalf. That, as we well know (the ‘90% Rule’ in No Monkey Business), will significantly affect their financial outcomes.

read more Commentary by Stuart Fowler
23 Feb 2005

Insurers say ‘no commission bias, OK?’

No, not OK. The Association of British Insurers have published a report proposing changes to the commission basis for distributing financial products in the UK. I’ll come back to their proposals in another entry but first let’s focus on what they say about commission bias.

read more Commentary by Stuart Fowler
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