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