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 SmithIt’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 SmithWe 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 FowlerWith 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 FowlerDiversification 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 FowlerThe 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.
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