01
Aug
2009
Integrating financial planning and investment management
Insights from ‘outcomes-driven’ investment practice
1st September 2009, IFP London Meeting
Presentation given by Stuart Fowler
Posts tagged as models
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
09
Jun
2008
Making pension planning safer
In a FTfm article in the ‘Talking Head’ series of May 19 three authors of a paper presented to a recent World Bank conference in Washington DC likened the current state of defined contribution pension planning to the early stages of airplane design, when poorly understood technology led to crashes. They contrasted it with the present state of planning plane journeys, when safe outcomes are largely assured by the underlying engineering and the focus is on choices the travellers themselves make that best suit their preferences.
read more Commentary by Stuart Fowler
01
Apr
2008
The lessons of Japan and its lost decade April 2008
A popular theme today is that the scale of the credit crisis and its resistance to normal corrective mechanisms means we should dust off our history books and study the Depression economy of the 1930s.
read more Research by Stuart Fowler
30
Mar
2008
Japan’s ‘lost decade’: the new bogeyman for post credit-crisis stockmarkets
Japan’s ‘lost decade’ of the1990s is rapidly becoming the bogeyman of stories about the future for the world economy and stock markets in the wake of the credit crisis. The same fate supposedly awaits the US (and UK too) as payday for a decade of binge banking and mass delusion by bankers and their customers about house prices. In a new position paper, wealth manager No Monkey Business examines the relevance of Japan’s dire experience of the ’90s for other countries today.
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