Reading Time: 7 minutes Words like turning point and uncharted territory are easily overused in investing. No-one rings a bell at the top or bottom, and it’s always different this time, so usually they are no help. But it’s probably fair to say that 2022 is shaping up to present one of the more challenging periods investors will have … More Investing in a time of inflation: what they don’t tell you
Reading Time: 7 minutes Is inflation coming? How will my portfolio do, what assets help against inflation? … More Asking the wrong question on inflation
Reading Time: 5 minutes First published in LCP Vista If I had £1 for every article I’ve seen on inflation … well, I might just have enough for a basket of goods, at today’s prices! And it’s a big week this week for inflation watchers with Fed, BoE & BoJ So … I did my best to summarise all … More Will the Inflation Dog Bark?
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
Reading Time: 2 minutes Last year I made a resolution to start a blog on things that interested me, now that blog is nearly a year old, I’m really happy (and amazed) to report the stats from the last 12 months – over 4,000 unique page views from 30 separate entries, with 8 entries receiving over 100 views. The blog … More Most Read in 2013