Many Happy (Asset) Returns – part 1

Reading Time: 2 minutes It can be easy to forget when caught up in day-to-day events and headlines that we’ve been through an incredibly benign and profitable period for any individual or organisation investing in financial markets. One way of illustrating this, which we particularly like is to look not just at the returns that have been generated, but a measure … More Many Happy (Asset) Returns – part 1

UK Pension funding ratio falls 13% in a year as yield swings continue

Reading Time: < 1 minute Data from the Pension Protection Fund as of March 2015 shows that while the assets of UK pension funds have risen in value by 12% over the last year, falling yields have driven a fall in funding ratio of 13%. The aggregate deficit stands at £292bn (this is down slightly from a recent high of … More UK Pension funding ratio falls 13% in a year as yield swings continue

A lot can happen in 5 years, the rear view mirror and the road ahead

Reading Time: 4 minutes When “Past performance is not necessarily a guide to the future” has never seemed more apt The rear view mirror It’s now been just over 5 years since equity markets hit their lows at the peak of the fallout from the banking/credit crises of 2008. A lot can happen in 5 years. This year’s crop of … More A lot can happen in 5 years, the rear view mirror and the road ahead