by Stuart Fowler | Sep 17, 2021 | Economics, Savings and Investments
If your pay, pensions and investment returns were all perfectly indexed to general inflation, would you care much what happened to prices? Imperfect indexation to, or compensation for, inflation is one of the biggest risks individual investors face. How do you improve...
by Stuart Fowler | May 7, 2021 | Savings and Investments
Let’s briefly go behind the scenes of the Fowler Drew portfolio-management model to see why we think equities are not generally overvalued. The key numbers are shown in the chart. This is familiar territory for investment professionals but private investors may...
by Gary Steffens | Apr 8, 2021 | Charges, Savings and Investments
In our paper An explanation of Active/Passive we address the active versus passive investment question: pick stocks or buy the market? We put forward an agnostic case for opting out of active management, or security selection, in favour of a passive approach of...
