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 SmithPosts tagged as diversification
22
Jan
2010
Is your manager doing a good job?
We use No Monkey Business portfolio examples and their actual returns to illustrate what information private clients need and how they should use it.
read more Insights 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
06
Feb
2009
Why diversification failed to control investment risk
Diversification has failed to protect investors in this bear market in the way they were told to expect. In this article on the company website No Monkey Business explains how the investment management industry (whether focused on traditional ‘balanced management’, new ‘multi-asset class’ or ‘absolute-return’ investing) has failed to develop robust processes for quantifying and controlling client’s risks because it was relying instead on unrealistic benefits from diversification.
read more Commentary by Stuart Fowler
04
Feb
2009
Diversification is not enough
The diversification of individual risks, which increases expected risk-adjusted returns, is like apple pie, motherhood and the flag. It is so ingrained in the minds of managers and their clients that this aspect of portfolio theory has remained unchallenged during a period of exceptional creativity in the investment industry.
read more Insights by Stuart Fowlernews archives
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