12
Mar
2010
China via Bolton?
Should investors be buying into China? And if so, should they be backing Anthony Bolton?
read more News by Joe ClarkNews & Insights
11
Mar
2010
ISA season in the press
It’s ISA shopping season in the press and the Investors Chronicle asked Stuart Fowler to contribute some growth tips. His top tip: avoid growth stories.
read more News by Samuel Smith
08
Mar
2010
The $20b chart: US real house prices
John Paulson’s hedge funds famously made $20b betting on a US house price crash. He told the Sunday Times one chart gave him confidence to make his bet. It was the same data I featured on my blog in September 2006. Here’s why.
read more Commentary by Stuart Fowler
15
Feb
2010
Academic endorsement for our use of Index Linked Gilts
My Feedback article in today’s FT explains what risk levels people actually choose when told the truth about equity risk but also about what it costs to avoid it. The evidence comes from our clients’ choices when working with an academically-endorsed approach FTfm editor Pauline Skypala thinks the industry conspires not to tell you about. We do.
read more Commentary by Stuart Fowler
08
Feb
2010
Have we seen the ultimate low for the S&P?
FT columnist John Authers says the S&P never got really cheap in the recent bear market and that this is why ‘market historians’ fear it will retest the low. We reckon the March 2009 low was an historic extreme but that does not mean it will not be retested – that is just not predictable.
read more Commentary by Stuart Fowlernews archives
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