Tag Archives: linkers
Conventional and Index Linked Price Performance – Clacher and Keating
Conventional and Index Linked Price Performance Iain Clacher & Con Keating Acknowledgement: We owe thanks to Jon Spain for data and insights into Retail Price Inflation (RPI). We also note that he raised concerns over Liability Driven Investment (LDI) as … Continue reading
Indexed Linked Gilts and Liability Driven Investment – Keating and Spain
This is an important blog – there has been a bloodbath in index linked gilts – the 2068 is down by 42% from its early December high and we have had not a word of commentary on it. Thanks to … Continue reading
“Real return, real return – wherefore art thou real return” – Con’s cri de couer
Con Keating’s cri de couer demands an answer. Shakespeare scholars will recognize that Juliet was not asking “where Romeo” as much as “why Romeo”. This article asks where inflation beating returns can be secured and leaves us answering the question … Continue reading