by Stuart Fowler | Dec 14, 2022 | Goal Based Wealth Management, Savings and Investments
Bonds, supposedly the risk-reducing asset in conventional portfolio management, have suffered large losses this year. It is clearer than ever that the retail investment industry needs a new approach to managing risk. In this article we explain how Fowler Drew uses...
by Stuart Fowler | Mar 31, 2022 | Politics, Savings and Investments
Russia’s war has surely changed many things, even before it is over. One is counter intuitive: it has made the powerless feel some sense of power, through collective action. I am talking not about governments but ordinary people. It turns out we hold the keys to...
by Stuart Fowler | Feb 3, 2022 | Performance, Savings and Investments
‘Activist investors descend on ‘bargain basement’ UK companies’, says the FT headline yesterday, quoting one such investor in Los Angeles. As we are quantitative investors, with a rules-based approach driven by our own measure of market...
by Stuart Fowler | Feb 2, 2022 | Economics, Savings and Investments
There is much debate, not least amongst those responsible for monetary policy in different economies, whether the recent global increase in inflation will prove ‘transitory’. What exactly do people using that term think it means, or want it to mean to...
by Stuart Fowler | Jan 12, 2022 | Pensions, Savings and Investments
This is not just an academic question. Heads of The Bank of England, HM Treasury and the FCA jointly chaired a working group of the investment industry great and the good which in September 2021 produced a paper, A Roadmap for Increasing Productive Finance Investment,...
by Stuart Fowler | Nov 16, 2021 | Savings and Investments
In this article we give a glimpse of how our modelled probabilities for future real equity returns feed into dynamic asset allocations for the equity component of any Fowler Drew portfolio. This ‘look behind the scenes’ uses the highly-topical example of...
