Market Thinking

making sense of the narrative

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Category: Four Problems and a Solution

A Proposed Solution..

As the title implies, this is now the last in a short series of posts that addresses four important and inter-related problems with Wealth Management and by extension Asset Management and in this conclusion offers a Solution. In previous posts Read more…


The problem for Balanced Funds

This is the fourth in a short series of posts which address four important and inter-related problems with Wealth Management and by extension Asset Management and in conclusion offers a Solution. In a sense, this fourth problem is actually our Read more…


The Problem for Stock Picking

This is the third in a short series of posts which addresses four important and inter-related problems with Wealth Management and by extension Asset Management and in conclusion offers a Solution. The Problem for Stock Pickers/Active Equities is that in Read more…


The Problem with Passive Equities

This is the second in a short series of posts which, as the title implies, address four important and inter-related problems for Wealth Management and, by extension, Asset Management and in conclusion offers a Solution. In the first of this Read more…


The Real Problem with Bonds

As the title implies, this short series of posts addresses four important and inter-related problems with Wealth Management and by extension Asset Management and in conclusion offers a Solution. The article in the FT (Global bond markets on course for Read more…