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Tag Archives: equities
Have we been invested wrong all decade; has 60:40 been dying for some time?
There will be people fed up with me trying to explain macro-economics when I clearly don’t understand numbers. So me posting this chart as my chart of the week will annoy the experts. But as most of us have had … Continue reading
Pensions are where we invest in shares – show this to us “ordinary” people – we need to be surprised
Households in different countries have vastly different exposure to public markets. Among our sample of developed economies, the US leads the pack, with 46 per cent of household financial assets held directly in listed equities and investment funds. Across the … Continue reading
I didn’t get advised to cash my equities in – did I?
More people are worrying about equities crashing that at any time recently; in my opinion. When Martin Wolf writes a paper for the FT that predicts an imminent crash, people take note but not in hoards, not like this Why … 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
Coal Staff – why aren’t we shouting from the rooftops this great news?
I am very pleased that the Government has agreed to pay the surplus in this pension scheme to members. Well done Mark Walker and the investment team who have kept the coal workers invested in growth (mainly in … Continue reading
Posted in pensions
Tagged BCSSS, Budgeet, Economic growth, equities, growth, Mineworker, Surplus
5 Comments
The rage of uncertainty – One UK saver’s not cashing out!
It’s not the kind of headline you want to read as you go back to work (hi- how were your holidays?). The money managers in question appear to be American and very big. They are becoming even richer by skimming … Continue reading
Why buy equities? – Con Keating’s shortest blog
In his presentation to the Chartered Institute of Securities and Investment conference on Risk and Uncertainty, Jon Exley made the case, eloquently and at length, for using bonds to match pension liabilities. This argument is rooted in the “Law of … 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.