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Towers Watson: complexity coming straight at you

To be a long-term investor requires thematic investing because markets and economies are complex adaptive systems, according to Tim Hodgson, global head of the thinking-ahead group at Towers Watson. Hodgson told delegates at the Towers Watson Ideas Exchange in Sydney that economies and markets are complex and adaptive, their path is not random and the […]
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Complexity: thinking ahead

Complexity is, well complex. And as trite as that sounds, it’s something investors, even professional investors, don’t understand well enough, according to Tim Hodgson, head of the Thinking Ahead Group at Towers Watson. The Thinking Ahead Group (TAG), as has been reported here before, gets paid to think – a gig is envious of. […]
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Why Global Investment Matters

The recent rally on global markets does not mean that the risk environment has abated Towers Watson’s global head of investment Carl Hess has warned. Speaking from New York prior to the launch of the consultant’s report Global Investment Matters, Hess says that while the risk of the imminent collapse of financial markets has lessened, […]