11
Mar
2010
ISA season in the press
It’s ISA shopping season in the press and the Investors Chronicle asked Stuart Fowler to contribute some growth tips. His top tip: avoid growth stories.
read more News by Samuel SmithPosts tagged as performance
22
Jan
2010
Is your manager doing a good job?
We use No Monkey Business portfolio examples and their actual returns to illustrate what information private clients need and how they should use it.
read more Insights 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 Fowler
04
Feb
2009
How did we do in 2008?
Whose performance is it anyway? When clients’ portfolios are genuinely customised to personal goals whose terms of reference they have jointly planned and taken responsibility for, it is reasonable to answer questions about performance with a question of our own. Yet the question posed is also a matter of fact we ought to be able to answer. In this article we provide the answer together with some guidance as to what, if anything, it means.
read more Insights by Stuart Fowlernews archives
News Categories:
Popular Tags:
Last 12 months:
» About our insights
» About our commentary
» About our research
