Posts tagged as economics

30 Aug 2009

The growth illusion

Is it not obvious that investing in higher growth countries will yield higher returns? Not at all. This is one of the traps investors regularly fall into. Saturday’s FT has a timely reminder.

read more Commentary by Stuart Fowler
13 Jul 2009

You can’t get away from equity risk

Published in FTfm, 13th July 2009 (Article by Stuart Fowler)

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04 May 2009

Our analysis of the politics and economics of the 2009 Spring Budget

You can read on our business website the analysis sent to No Monkey Business clients after last month’s Budget.

read more Commentary by Stuart Fowler
14 Apr 2009

The future of capitalism: much like its past

The self-destruction of a large part of the equity capital of many of the world’s leading banks, requiring taxpayers to step in and refinance them, is enough to make people think that the capitalist system itself cannot continue unchanged. Many of the broad sheets, plenty of bloggers and all the usual anti-globalisation suspects have therefore been asking momentous questions about the future of capitalism.

read more Commentary by Stuart Fowler
04 Apr 2009

The return of currency volatility

With the global financial crisis, currency volatility has leapt about fourfold after a long period of false calm. For sterling, over the duration of this equity bear market, this has coincided with almost unprecedented declines of between 30% and 40% against the currencies of the equity markets we invest in. Since the UK was one of the economies with the worst financial imbalances, both between domestic sectors and with the foreign sector, this drop is a significant element of the required economic adjustment process. In this Insight, we look at the prospects for key exchange rates from two different perspectives: the underlying process, which we believe to be a function of Purchasing Power Parity theory, and a geopolitical view of possible exceptional developments, ranging from the loss of dollar hegemony to partial unwinding of the euro zone.

read more Insights by Stuart Fowler
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