Posts tagged as economics

04 Apr 2009

Equity risk: the inescapable impacts of business conditions

When living through a period of unusual economic instability it is useful to try to unlearn most of what we have learnt as a standard framework for savings and investment, and focus instead on the essential power, unpredictability and unfairness of business. In any form of market economy, business, and only business is the source of both national and personal wealth creation and it is also the source of the sometimes massive changes in economic fortunes between generations, even when the overall trend is for increasing affluence.

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04 Apr 2009

2009 Spring Budget

This was a deeply depressing budget, not so much because of the bleak economic context but because of the sense that, far from rising to the challenge, the Government is sinking into incoherence, inconsistency and irrelevance. We cannot remember a similar mood amongst professional advisers (not particularly prone to political bias) of despair and disdain.

read more Insights by Stuart Fowler
31 Mar 2009

Capital cheap or dear?

Confronting an unavoidably long period of deleveraging of economies, it is difficult to avoid the logical conclusion that capital should become expensive. Recessionary forces may hint at underuse of available savings and falling prices may create an illusion of cheap capital, particularly as credit spreads narrow. But I would warn against forgetting the essential message of the new era. Capital is going to be rationed, hard to access and, in real terms, very expensive.

read more Commentary by Stuart Fowler
31 Mar 2009

Debt insights still needed on the street

Last week’s Panorama programme maintains a good tradition over the last 8 years or so of Panorama reporting on Britain’s problems with an over-efficient debt sales machine. But the programme pointed up only frustration with the industry and no insights by the people affected that they have often been their own worst enemy. This has to end if we are to enjoy sustainable financial wellbeing in our households.

read more Commentary by Stuart Fowler
04 Mar 2009

Equity risk is everywhere and unavoidable

6th April 2009, MMC Ventures
Presentation by Stuart Fowler and Joseph Clark

read more Events by Joe Clark
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