Tag Archives: Japan
Britain should not disrespect Fujitsu or Japan.
The FT has published a thoughtful article about the damage that Mr Bates v the Post Office is doing to Fujitsu – both in the UK and in Japan. It concludes While some investors view faults with the Horizon … Continue reading
Jennifer Davidson asks whether stock-lending’s responsible investment?
Someone told me yesterday that successful people read and failures watch TV. I read this article with the TV on in the background, I can’t remember what was on but the article grabbed me and it grabbed me again when … Continue reading
“Pentech” lessons from Japan
Last year’s stories about Japanese pensioner’s focussed on their propensity to shoplift , get caught and end up in jail (which they favoured over living solitary lives at home). This blog looks at the problems of financial exclusion … Continue reading
End of the road for LDI?
Thanks to those brave souls who braved “Southern”, the tube strike and filthy weather to attend yesterday’s lunch which asked “has LDI had its day?”. One answer to that question was clear, I learnt that the top performing asset class … Continue reading
It’s all down to the management –
I’m watching the rain-soaked start of the Japanese Grand-Prix in Suzuka and marvelling at the organisation of a formula one team. What will get your driver first past the chequered flag. Engine- tyre management -DRS- Driver – race … Continue reading
Debunking the RSA myth that Dutch CDC provide better outcomes
I’ve received this open letter from John Lawson (he of Aviva) which I print in full. Dear Henry, I have mentioned before the folly of relying on the RSA for any rigorous analysis. The RSA is a political construct, not a … Continue reading
The economic history of the world in one little graph
That headline is a big promise. But here it is: The economic history of the world going back to Year 1 showing the major powers’ share of world GDP, from a research letter written by Michael Cembalest, an analyst … Continue reading
PPF II -opening the door for a better DC
We are where we are – the social contract has been decided… not compulsion but impulsion; impulsion into a DC pensions model that relies on the markets to deliver a second tier of pensions. Our retirements will be funded from employer and employee contributions over a … Continue reading
DC investors -are we panicking?
The stock market has fallen 10% in a week and chances are , so’s the value of your pension account. You probably lost considerably more than you earned and if certain “experts” are to be believed, you may be penning your … Continue reading