10
Sep
2008
Is anyone managing the retirement gamble?
Wednesday 8th October 2008
The Chartered Financial Analyst Society, The Weaver Suite, 90 Basinghall Street, London, EC2V 5AY
6.15pm for 6.30 start
Posts tagged as asset allocation
15
Aug
2008
Is anyone managing the retirement gamble?
Tuesday 30th September 2008
London School of Economics, The Vera Ansty Room, Houghton Street, Londom, WC2A 2AE
6.15pm for 6.30 start
Stuart Fowler and Joseph Clark
01
Jul
2008
Bonds: why the debt bet is a bad bet
No Monkey Business, is highly unusual, though not alone, in rejecting conventional bonds. When we take on new clients, it is the asset allocation choice we most often need to challenge, is easiest to change and makes the biggest difference to risk management. Where does this insight come from and why is it so powerful?
read more Insights by Stuart Fowler
01
Jul
2008
Drawing down from capital: the ‘managed outcomes’ the investment industry should, but cannot, deliver
Retirees want to know how much they can draw from their capital to meet their lifetime spending, confident they will not spend too little or run out of money. Trustees need to know how much investment income to target so as to balance equitably the needs of income and capital beneficiaries. Divorcees want to know how much spending a clean break settlement will safely sustain. Philanthropic families want to know how much they can safely give away without risk to their own lifetime well-being, which means their own needs have to be planned first.
read more Insights by Stuart Fowler
10
Dec
2007
Absolute-return investing: time for clarity
Fans of absolute-return investing claim it represents ‘the future of asset management’, its attackers that it is just a fad. Most investment fads are intellectually lazy: they describe concepts but appeal to emotions. The most appealing of investment concepts are versions of the free lunch: the ‘something for nothing’ culture. For absolute-return products, the claimed USP is that you can generate much more upside return than you risk in absolute loss and that this is more efficient and rational than harvesting long-term risk premiums from volatile assets by accepting large interim losses.
read more Commentary by Stuart Fowlernews archives
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