The Nationwide index in real terms was up 1.3% in the first quarter. Londoners have seen a feeding frenzy but the boom in financial and related services has renewed house price growth beyond the capital. Our long-run charts of real house prices are updated below. The unusual feature is not the degree of deviation from trend but its persistence – making lots of ’stale bears’.
read more Commentary by Stuart FowlerIn a market correction, such as we are experiencing currently, bonds can appear a safe haven. But over longer periods it is bonds that have least to contribute to efficient, diversified portfolios. I touched on this in December. It struck a number of professionals as well as non-professionals as little short of heresy so I decided a ‘chapter’s worth’ on bonds would be a useful ‘primer’.
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