-
-
Tags
Month
Post Types
Categories
Tag Archives: Bonds
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
Hunt’s right; tax should incentivise us savers to boost Britain.
Cash ISAs are strange. They are supposed to encourage long term saving but are used as a tax-shelter for higher rate tax-payers who have large amounts they do not want to invest – for the long-term. The Chancellor is now … Continue reading
Thames Water – do consumers take priority over bond and shareholders?
This blog is about the competing interests for the long-term revenues of Thames Water. JP Morgan have furnished the FT with a chart showing who owns what at Thames Water. It shows USS owning 9.1% of the equity , though … Continue reading
Long term asset returns (a picture tells a thousand words)
A picture tells a thousand words, my blogs are a thousand words long. So I’ll leave this one at that.
Time for the FCA to review its DC lifestyle guidance ?
Thanks to James Farr of Aviva for helping me out with the FCA’s most recent pronouncements on pension lifestyling. James and I worked together at Zurich some 20 years ago and it’s great to know compliance experts at a time … Continue reading
“How do we tell the children?” Our awkward problem over lifestyle.
For the purpose of this article – I will refer to some savers as our “children“, those under our care who have suffered loss while sleeping. They are the unwitting victims in the collapse in bond markets , including … Continue reading
Robert Armstrong concludes “ESG is still a mess”
This blog is published this morning on Robert Armstrong’s “unhedged” feed. I’m republishing it because measuring the real impact of pensions on the sustainability of the planet is key in choosing a pension provider. I want to know how my … Continue reading
Has this crisis broken your pension pot (and can it be mended)?
Ever the optimist, I kick off with an image of a pot that has been broken and becomes a thing of beauty. For many of us DC pension pot holders, this is devoutly to be hoped for. Though for some, … Continue reading
Posted in pensions
Tagged Bonds, DC pot, de-risking, equities, LDI, pension pot, workplace pension
4 Comments
LDI – “Blood on the Tracks”
Well, I wanna be your lover, babyI don’t wanna be your bossDon’t say I never warned youWhen your train gets lost Bob Dylan “It takes a lot to laugh, it takes a train to cry” This article is about the … Continue reading