04
Mar
2009
Equity risk is everywhere and unavoidable
6th April 2009, MMC Ventures
Presentation by Stuart Fowler and Joseph Clark
Posts tagged as equities
16
Nov
2008
Is Clare being realistic about equity risk?
Ask No Monkey Business clients what they most value about our approach and they mostly answer ‘more certainty’. On the surface this is odd as one thing singling us out, which stems directly from how we model real equity returns, is that we tell people just how uncertain are their wealth outcomes when partly relying on the systematic risk inherent in equities.
read more Commentary by Stuart Fowler
09
Nov
2008
Clare College bet makes sense
Published in FT, 9th November 2008 (Article by Stuart Fowler)
read more News by Stuart Fowler
14
Oct
2008
Equity valuation: no bargain basement
On traditional valuation measures, shares have remained quite highly valued and even after the most recent falls, taking into account lower earnings estimates, they are still not unusually cheap. We think this explains much of the weakness of equity markets, quite apart from the particular problems of financials, and also reduces the scope for sustained recovery from these levels.
read more Insights by Stuart Fowler
17
Apr
2008
Japan as object lesson: does culture make a difference?
We explored in a recent paper the idea that Japan’s dire experience in the 1990s is a warning of the fate in store for over-borrowed western economies. The idea has continued to gain ground in the US and in the UK (for instance in a series of FT letters). These comments tend to focus on policy errors supposedly made by Japan that western governments and central banks are less likely to make. In this brief item I question whether these were really errors or a reflection of Japan’s culture.
read more Commentary by Stuart Fowlernews archives
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