The Future Shape of Asset Management – 1 Year On

Reading Time: < 1 minute A year flies by. It’s been twelve months since I first put together No Ordinary Collision: The Forces that will Shape the Asset Management Industry, a thought piece bringing together many pieces of work and research on mega trends, and which identified particular intersections between emerging trends that could be meaningful for the asset management … More The Future Shape of Asset Management – 1 Year On

Five lessons from UK Pensions for SWFs and Others

Reading Time: 4 minutes UK pension funds have been through a hell of a ride over the last 10 years, and more. changes in regulation, longevity, interest rates, equity markets and the changing fortunes of sponsoring companies have all contributed to making the UK pension industry a tricky place. But are the lessons learnt relevant to other investors, particularly Sovereign … More Five lessons from UK Pensions for SWFs and Others

The Future of LDI

Reading Time: 4 minutes The first 12 years of Liability Driven Investing (“LDI”) in the UK have seen remarkable growth in number of mandates (from a handful to over 1,000) and in liabilities hedged (from <1£bn to over £650bn). Overall, as I covered in a previous post I think it’s fair to say from a neutral standpoint that the … More The Future of LDI

LDI – the First 12 Years

Reading Time: 2 minutes I was fortunate enough to present at the Professional Pensions conference The Future of Pensions Consulting on 3 November 2015, which was an engaging day which ranged over a really interesting array of topics, from employee engagement in DC to the possible outcomes of an EU referendum. I’ll spoke about LDI, which is an issue very close to my … More LDI – the First 12 Years

Changing Times – 50 Years of UK Pensions

Reading Time: 3 minutes A lot has changed since 1962, particularly in the world of finance and pensions. UBS recently published a weighty tome containing some fascinating data on global markets and pension funds: A long-term perspective on pension fund investment Worth a read, one thing I found particularly interesting was the long-term data going back 50 years on … More Changing Times – 50 Years of UK Pensions