The impact of the technology tantrum on US corporate bond valuations

Bond Vigilantes 17/04/2018  

It is fair to say that markets have become more lively of late. One sector in particular has been the epicentre of revived market volatility – Technology. In the US… 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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Can the UK government meet its housing pledge?

Bond Vigilantes 12/04/2018  

The current Conservative Government has pledged to meet its 2015 manifesto commitment to deliver one million homes by the end of 2020 and to “deliver half a million more by… 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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Water, water everywhere?

Equities Forum 22/03/2018  

Today (March 22nd) is World Water Day which aims to focus attention on the importance of water not only in our daily lives, but also for the sustainable development of… 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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The UK’s ONS admits an error again. Is ‘The Wedge’ poised to go even higher?

Bond Vigilantes 19/01/2018  

The Financial Times today ran a story that the ONS has admitted errors in its measurement of the telecoms sector. It seems that the ONS has effectively been focussed on… 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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What a difference a year makes! UK smallcap 2017 review

Equities Forum 13/12/2017  

When I sat down to write my review of 2016 I had to admit that it had been a tough year for smaller company fund managers as the sector’s median… 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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Trump should reappoint Yellen. Also: credit spreads are tight, Tesla, Laffer’s napkin and other stuff.

Bond Vigilantes 18/10/2017  

The Fed Chair choice should be obvious for Trump.  Yellen all the way.  I don’t understand why he would choose Taylor. President Trump is likely to announce his choice for… Read more »

The 2nd largest bailout in British history and its economic effects

Bond Vigilantes 06/09/2017  

The Slavery Abolition Act of 1833 formally freed 800,000 Africans who were then the legal property of Britain’s slave owners. What is less well known is that the same act… 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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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 »