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 FowlerFT 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 FowlerWe have been invited by the partners of Olswang to host a workshop on the subject of retirement planning
read more Events by Joe ClarkReal house prices bounced on cue after falling back to the post-1957 trend but the reality is not that neat.
read more Commentary by Stuart FowlerNo Monkey Business, is highly unusual, though not alone, in rejecting conventional bonds. When we take on new clients, it is the asset allocation choice we most often need to challenge, is easiest to change and makes the biggest difference to risk management. Where does this insight come from and why is it so powerful?
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