Tag Archives: Investment

Small beer; Keating and Clacher take a sober look at the PPF

Posted on September 23, 2023 by henry tapper

Anyone who struggles to pay attention to pensions should read no further. There are close to 10,000 words in this article and some very deep thinking. I publish it because we have a couple of debates coming up on the … Continue reading →

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Investment transfer market needs a regulatory crackdown

Posted on September 9, 2023 by henry tapper

Interviewed by the Financial Times https://t.co/7tGzD4fcFF — Henry Tapper (@henryhtapper) September 9, 2023 I had thought to post Simon’s original blog about his treatment as he tried to transfer his pension savings from one wealth platform to another. But I … Continue reading →

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The ABI look to seize the high ground on pension investment

Posted on July 3, 2023 by henry tapper

The Treasury is softening up the British Public for change This weekend, the softening up of the British public to the idea that pension schemes can invest for Britain gathered further momentum. The Times ran an article headlined Can pensions … Continue reading →

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Forecast “fair- outlook stormy” – PLSA investment conference in uneasy calm.

Posted on June 9, 2023 by henry tapper

  As a barometre of industry feeling , I would mark this year’s PLSA conference as reading “fair – outlook stormy”. A stormy outlook for investment strategy Having survived a total breakdown in its funding strategy only 8 months earlier, … Continue reading →

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PLSA Edinburgh – do we merit managing other people’s money?

Posted on June 3, 2023 by henry tapper

I’m going up to Edinburgh on Tuesday to the PLSA conference, my train ticket up cost £32, down £35 and I’m staying in student accommodation. Thanks to the PLSA for letting me cover the event from the press room, I … Continue reading →

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Ruffer – a British asset manager in demand worldwide

Posted on May 22, 2023 by henry tapper

This blog is quite different from what you are used to reading on here. It promotes a single asset manager with a single fund and I’ve written it, partly because Ruffer’s expansion into the US is in the news this morning, … Continue reading →

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“Insurers don’t understand investment”- that is the pensioner problem

Posted on April 26, 2023 by henry tapper

Many comments on my blog are so well argued that  they should be published as blogs in their own right, rather than languish in the obscurity of the archive! Some comments go unpublished but all are welcome (other than the … Continue reading →

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The importance and focus of UK DC consultants

Posted on March 10, 2023 by henry tapper

The influence of a handful of independent consultants in determining winners and losers in the reshaping of DC workplace pensions cannot be overestimated. The big deals- the consolidation of large single employer sponsored occupational schemes into master trusts are determined … Continue reading →

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LDI – “investment or speculation?” – Keating and Clacher

Posted on February 6, 2023 by henry tapper

    On 1st January, we published our first short blog on the proposed DB Funding Code: In that commentary, we raised several issues of principle with state directed investment, as well as issues over the magnitude of the risk … Continue reading →

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Will DB schemes scrambling for cash – cause further carnage?

Posted on September 27, 2022 by henry tapper

I spoke to one CEO of a large DB pension scheme yesterday evening who had spent the day arranging to liquidate a large proportion of the scheme assets to pay the margin calls on its LDI portfolio. The amounts of … Continue reading →

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