18
Feb
2011
Index linked gilts as ‘power assets’
Are index linked gilts just over-priced bonds or unique, priceless hedges for private investors?
read more Insights by Stuart FowlerPosts tagged as mean reversion
08
Mar
2010
The $20b chart: US real house prices
John Paulson’s hedge funds famously made $20b betting on a US house price crash. He told the Sunday Times one chart gave him confidence to make his bet. It was the same data I featured on my blog in September 2006. Here’s why.
read more Commentary by Stuart Fowler
08
Feb
2010
Have we seen the ultimate low for the S&P?
FT columnist John Authers says the S&P never got really cheap in the recent bear market and that this is why ‘market historians’ fear it will retest the low. We reckon the March 2009 low was an historic extreme but that does not mean it will not be retested – that is just not predictable.
read more Commentary by Stuart Fowler
28
Sep
2009
Anatomy of a bear
We describe our asset allocation changes and performance from December 2007 to August 2009. The returns themselves are quite impressive. How did this come about, if we knew we did not know what was going to happen in the short term?
read more Insights by Stuart Fowler
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 Fowlernews archives
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