Is a bloodbath for the bond market lurking around the corner?
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2022: Moderate GDP, Persistent Inflation
From 30,000 feet, the COVID lockdown and re-opening played out pretty much like we thought.
Higher Oil Prices Unlikely to Prove Sustainable
Supply response and productivity gains should pressure prices.
Bank of England raises interest rate despite Omicron
The Bank of England (BoE) has once again surprised financial markets, though this time by raising the policy interest rate from 0.1% to 0.25%.
What returns can investment markets deliver over the next ten years?
The past decade has been an astonishing period in financial markets generally. Global equities have risen in value by almost 300% over this period
The complex world of pension funding
As with everything pensions related, nothing is straight forward.
The investment implications of IORP II
The Pensions Authority recently published the Codes of Practice for Trustees, which is to complement the primary text of the directive and can perhaps be seen as a ‘playbook’ for practitioners in the industry.
Finding opportunities in an unloved market
The UK market is unloved and under allocated to, while at the same time the drivers of growth are changing in its favour.
Why UK interest rates now look set to rise in December
Latest labour market data and higher inflation likely to push Bank of England to raise borrowing costs
ECB – Still erring on the side of caution
For those who continue to ask whether the era of zero Eurozone interest rates is here to stay, the simple answer is yes, or at least until the “hawks” are back in the majority on the ECB’s 25-member Governing Council.
Stagflation and supply bottlenecks: implications for asset allocation
While the consensus amongst policymakers is current inflation will be transitory, some investors are starting to worry about a return to the stagflation of the 1970s.
The PRSA project success or failure?
The PRSA has come a long way since its introduction in 2002, becoming a core product in the pensions market despite its well documented flaws.
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