Reading Time: 3 minutes We’ve been through an amazingly benign and profitable time for investors in many financial markets, something I discussed further here. That’s great to know, especially for those that participated. Not so helpful going forward. A better question is- What’s your expected future return from equities (and other assets)? Simple question, tricky answer. And one we … More Many Happy (Asset) Returns – part 2
Reading Time: 4 minutes Read the full paper here update, this paper was quoted in a front page article in Financial News in the weeks of 7th April 2014. The online version can be found here A recent change to the banking regulatory landscape brought pension risk to the fore… On 29th November 2013, following a consultation, the Prudential … More What Lies Beneath: The hidden cost of pension fund equity risk
Reading Time: 5 minutes As we close the year of the Snake, and move into the year of the Horse, we are again reviewing the major asset class moves, from a UK pension fund investment perspective, in a similar way to what we did last year. UK Inflation Long term inflation expectations increased, with the 30 year zero-coupon RPI … More 2013 In Review: Asset Class Returns and Key Drivers
