28
Sep
2009
Perverse incentives and financial crisis
To understand the banking crisis, follow the money.
read more Insights by Stuart FowlerArchive for: 2009
28
Sep
2009
Anatomy of a bear
We describe our asset allocation changes and performance from December 2007 to August 2009. The returns themselves are quite impressive. How did this come about, if we knew we did not know what was going to happen in the short term?
read more Insights by Stuart Fowler
15
Sep
2009
Banks named and shamed
High Street banks dominate the first list of firms named and shamed by the Financial Ombudsman Service.
read more Commentary by Stuart Fowler
31
Aug
2009
‘Socially useless’ financial services
It would seem like stating the obvious, after an orgy of destructive property lending and the creation of trillions of dollars of toxic derivatives, to claim that much global banking activity has served society not a jot.
read more Commentary by Stuart Fowler
30
Aug
2009
The growth illusion
Is it not obvious that investing in higher growth countries will yield higher returns? Not at all. This is one of the traps investors regularly fall into. Saturday’s FT has a timely reminder.
read more Commentary by Stuart Fowlernews archives
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