Category: commentary

11 Dec 2009

Drawdown Master Class

In anticipation of an article in FTfm placing our investment approach in the context of the application of ‘liability-driven’ investing to private wealth, we are posting this master class on drawing down capital in retirement.

read more Commentary by Stuart Fowler
09 Dec 2009

Pensions post PBR

We have long questioned the value of pension tax relief and today’s pre-budget report certainly hasn’t improved the position

read more Commentary by Joe Clark
07 Dec 2009

Pre-budget report speculation

Weekend press speculation about next week’s Pre Budget Report sees more politics than economics.

read more Commentary by Stuart Fowler
04 Dec 2009
1

Truth hurts

With endowment shortfalls still a raw memory, why is the vast majority of the financial services industry still doing financial planning and selling investments as if the world was nice and linear and always normal?

read more Commentary by Stuart Fowler
25 Nov 2009

Taking stock of house prices

Real house prices bounced on cue after falling back to the post-1957 trend but the reality is not that neat.

read more Commentary by Stuart Fowler
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No Monkey Business Limited is regulated by the Financial Services Authority. It is authorised as a personal investment firm to provide investment advice and discretionary investment management. It is an independent intermediary with no ties to any product firms and can advise on the whole market. It is covered by the Financial Services Compensation Scheme. HS.