Can the slowdown in UK life expectancy save company pension deficits?

Equities Forum 25/08/2017  

Earlier this year, data from the UK’s Continuous Mortality Investigation Mortality Projections Committee showed that life expectancy improvements have slowed dramatically. Initially thought to be a blip in the data,… Read more »

The nonsense of pension fund accounting

Equities Forum 11/08/2017  

Last October, my colleague Tom Dobell wrote about the absurdity of how companies are forced to treat their long-term pension liabilities. After another couple of reporting periods characterised by falling… Read more »

Be wary of our obsession with anniversaries

Episode 10/08/2017  

Last month apparently represented the twentieth anniversary of the start of the Asian crisis, and five years since Draghi’s ‘whatever it takes’ speech. This week apparently marks the ten-year anniversary… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Cyclicals take firm grip on leadership of equities rally

Equities Forum 04/08/2017  

In this month’s update Ritu Vohora, Investment Director looks at what is driving the momentum in cyclicals.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Five years on from “whatever it takes”

Bond Vigilantes 26/07/2017  

Today marks five years on from Mario Draghi’s now famous ‘whatever it takes’ remarks, widely credited with sparking a reversal in the Eurozone’s fortunes. Below are five charts offering some… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Low volatility left you at loose end? Then try out the Episode summer reading list

Episode 07/07/2017  

The apparent lack of volatility in markets may have left some investors twiddling their thumbs- the passive acquisition of risk premia can sometimes be a dull world after all. To help you… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Shifting sands? Central bankers turn more hawkish

Equities Forum 06/07/2017  

Is the era of cheap money coming to an end? In this month’s update Ritu Vohora, Investment Director, reviews central banks increasingly hawkish rhetoric.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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What you’re used to might not prevail: Neo-nationalism Era

Episode 06/07/2017  

Political developments have dominated market commentary for much of the last two years. However, such commentary is often overly focused on short term considerations: trying to forecast short term price… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Argentina’s century bond: much ado about nothing

Bond Vigilantes 23/06/2017  

Argentina’s recently issued century bond deal was unexpected in terms of timing and maturity. Century bonds in EM are rare (we think the table below is pretty exhaustive) and they… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Income and robots: the economics of partying too hard

Episode 14/06/2017  

The recent shifts in political ideology around the world have been fought against a background of increased tensions over wage levels and a fear of job insecurity in the wake… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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