Tag Archives: equities

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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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