When the Rules Change

Reading Time: 6 minutes In the 1990’s competitive swimmers got very serious about swimming large distances underwater at the start of races. This culminated most famously in Russian Denis Pankratov winning the 100m butterfly at the Atlanta olympics by swimming more than half of the first length underwater and breaking the world record. Swimming’s governing body, FINA, decided understandably … More When the Rules Change

Planning once you’ve been punched in the mouth – 3 more questions

Reading Time: 9 minutes No plan survives first contact with the enemy Herman Von Mutke the Elder During a speech in November 1957 Eisenhower told an anecdote about the maps used during U.S. military training. Maps of the Alsace-Lorraine area of Europe were used during instruction before World War I, but educational reformers decided that the location was not … More Planning once you’ve been punched in the mouth – 3 more questions

Three questions we are all asking in this market

Reading Time: 6 minutes There are decades when nothing happens, and there are weeks when decades happen. Lenin Yes, so in case you are wondering we ARE in the Lenin quotes phase of this crisis (Warren Buffet quotes was first week of March, Charlie Munger second week of March and Peter Lynch third week of March, since you asked). … More Three questions we are all asking in this market

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

Liability Driven Investment: assets, strategies & innovation, a roundtable discussion

Reading Time: 6 minutes I recently had the pleasure of attending a roundtable discussion on Liability Driven Investing, hosted by Pensions Expert. the group covered the following four questions : How do you approach LDI with schemes that do not already have it in place? Once an LDI programme is in place, does it get more sophisticated as it … More Liability Driven Investment: assets, strategies & innovation, a roundtable discussion