Posts tagged as market timing

05 Dec 2007

Absolute return investing: time for clarity

Fans of absolute-return investing claim it represents ‘the future of asset management’, its attackers that it is just a fad. Most investment fads are intellectually lazy: they describe concepts but appeal to emotions. The most appealing of investment concepts are versions of the free lunch: the ‘something for nothing’ culture.

read more Research by Stuart Fowler
26 Oct 2006

Market commentary

In January we posted a copy of the quarterly market commentary sent to wealth management clients of No Monkey Business Limited. We repeat the exercise here. The focus is on the risks facing financial markets in the late stages of an unusually long expansionary phase of the business cycle

read more Commentary by Stuart Fowler
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