Landmark’s Blog
Barclays Capital Equity Gilt Study
Published on 19th February, 2010 at 15:00 by Eric Mowinski.
Barclays report show a poor decade for equities.
The 55th edition of the Equity Gilt Study from Barclays Capital was published last week. The Study, which incorporates UK and US investment data going back to 1900, is widely used to provide statistics about the wisdom (or otherwise) of long-term equity investment.
Retirement is the wrong word
Published on 15th February, 2010 at 12:28 by Eric Mowinski B.Sc.
What does retirement mean to most people. Should we replace retirement with the phrase “financial independence”?
The word retirement conjures up different images for each of us. Retirement has traditionally meant ceasing paid work and drawing a pension provided by an employer or privately and starting to spend time doing the things that are important to you. Retirement is funded by a pension but as we know the reputation of the pension industry has been dented in the last few years with failing final salary schemes and falling fund values.
Investment Forecast 2010
Published on 1st February, 2010 at 12:05 by Eric Mowinski B.Sc.
2010 will be a critical year for investors and Landmark’s 2010 Investment Forecast provides our outlook on the main asset classes.
We believe 2010 will be a critical year for investors. To simplify matters, there is a choice. Do we believe the fiscal stimulus experiment has worked and we are moving into a period of long term recovery with current asset prices at fair value or do we believe the fiscal stimulus has provided a short term answer and we have to face up to the fundamental economic issues which face us which will in turn revalue asset prices downwards.
Economic analysis
Published on 8th December, 2009 at 12:13 by Eric Mowinski, B.Sc.
I have been advising clients for some time that the period from 2010-2012 will be one of fundamental change for investors.
I have been advising clients for some time that the period from 2010 to 2012 will be one of fundamental change for investors as we come to terms with the new world order. In this briefing note I would like to outline our interpretation of the current economic position and how this may play out during 2010.
Starting to think ahead to 2010
Published on 26th November, 2009 at 10:28 by Eric Mowinski B.Sc.
Thoughts on re-positioning your portfolio for the year ahead
What a year 2009 has been in terms of investment markets, the economy and politics. A prediction of the events that were to unfold would have been thought unbelievable.
Stock Markets Surge
Published on 26th October, 2009 at 11:47 by Eric Mowinski.
Is the the recent rise in stock markets sustainable
I have been warning of the dangers ahead for the economy and global equity markets. As I write this markets are soaring from their lows in March of this year. In fact the main US and UK indexes have increased by over 50%. Companies are reporting reasonable earnings and everything seems to be on the up.