For debt, read ‘bonds’, because that is all they are. For assets read ‘equities’, because that is what you own when you hold ‘a piece of the equity’. These two claims on other people are the basic building blocks of asset allocation for long-term savers. Clear distinctions about how each behaves are essential for using them sensibly.
read more Commentary by Stuart FowlerThe FT and AMRO Asset Management launched a competition in the summer for the dream savings product. The winning entry, in the spirit of the challenge, was a simple rounding-up scheme at the supermarket till: cash added instead of cash back.
Chris Drew and I, as creators of the ‘Lambda’ long term asset model, had a [...]
A commissioning editor for a business book publisher is looking for someone to write a book on REITs: ‘closed-ended’ investment trusts investing in properties which (with new HMRC concessions) will be able to pass income and gains through to investors without double taxation. Was I interested? No. I don’t have the time. But hang on. This could be a very short book. So here it is.
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