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Tag Archives: Bonds
Will I ever understand bonds?
The FT comment suggests that gilt rates are a political commentary from the financial markets. I learn at the start of this long weekend that we could be less likely for increases in rate rises because a man who is … Continue reading
Posted in pensions
Tagged 30 year gilts, Bonds, CDC, gilts, Patrick Heath-Lay, Pensions, Stuart Kirk
7 Comments
Disdain for the bond markets will soon scupper Andy Burnham’s ‘full-fat’ social democracy
William Hutton, first published in the Observor , the original is here. The ‘Manchesterism’ vision of a productive state and public ownership needs a heavy dose of pragmatism to avoid sparking a financial crisis Andy Burnham faces a high-risk battle … Continue reading
Katie and the GLOBAL bond freakout. Don’t panic- it’s not our politics!
Every morning I get an email from Katie Martin. She is consistent in pointing out that markets move against those who hold bonds for growth when the world is feeling nervous Katie finishes as this blog starts. This is not … Continue reading
AI – Putty-Putty or Hard-Baked Clay? – Andrew Smithers
This article was sent me by Andrew Smithers on 1st May 2026. You can read about Andrew here. Introduction. The world economy is currently fragile due to its imbalances, which include excessive share prices and, for several key countries, … Continue reading
Posted in pensions
Tagged Andrew Smithers, Bonds, Economy, equities, Exonomics, Hard Baked, Putt-Putty
2 Comments
So you think that your pension was bought out by a gilt-edged insurer?
All year I have been writing about the security of buy-ins and buy-outs of occupational pensions in the UK by insurers. I am talking in particular about our insurers that are shipping off assets and liabilities to the USA and … Continue reading
Just How Serious Are the Growing Pains in the UK’s Bond Market?
Ian McKnight Ian’s little column: enjoy my blog on Pension Funds Online ; please do follow us for more cutting edge content at Cartwright Pension Trusts! Pension Funds Online pensionfundsonline.co.uk The UK economy is grappling with a sense of … Continue reading
Toby says we’re not going to the IMF – we’re not broke – phew!
It is good to learn about capital markets from a friendly expert and that’s how I regard Toby Nangle. Here he is explaining bonds and how the UK is being treated. The question of how solvent the UK is , … Continue reading
How we loved and fell out of love with the FTSE 30 (a lesson for pensions)
John Plender has been an FT correspondent as long as most people have been alive and lately he’s started turning up at Pension PlayPen coffee mornings, which has made us very happy, as John’s deep knowledge of markets is important … Continue reading
Thames Water shareholders write down to zero, how did it come to this?
This week, we heard that Pension Fund OMERS, which owns 31% of Thames Water has written the value of this holding to £ zero. We expect other shareholders including the UK’s USS pension scheme which owns c 20% – to … Continue reading
Decisive action needed on Thames Water now.
Travel a mile east of Windsor and you get to Datchet, on the one side of the river are the grounds of Windsor Castle, on the side pictured is the road to Old Windsor, this picture is taken pretty … Continue reading