Tag Archives: Private Equity
Are what were our “pensions” now to be traded as distressed assets?
I am sorry to continue a series of articles that report on the pending failure of the private equity firm in America but I must. These firms have set their eyes on our private DB legacy and will buy it … Continue reading
“Push me – pull you” in our private markets and our public ones!
I am confronted by four stories on my newsfeed, all of which I know enough about to have a hunch they matter to me, but all of which worry me! Let’s deal with them one at a time. I went … Continue reading
Posted in pensions
Tagged boonds, eqwuities, Pensions, Private credit, Private Equity, Pull you, Push me, self-assessment
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Trust the value of your investments in private markets?
In retail it’s called “evergreen” in institutional it’s called “continuation”, when I was young it was called “churning”. What it involves transactions that create liquidity for those who want cash from their investment, fees for the managers and continued support … Continue reading
Posted in pensions
Tagged Alexander Heal, Continuation, Evergreen, ft, Pensions, Private Equity
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“The private credit market is going to be pushed to extremes” – sound familiar?
One senior private credit executive put it bluntly to the FT last week: “The [private credit] model is going to be pushed to extremes.” “ This was the problem in 2008, we got to the end of the possible in … Continue reading
ABI’s insurers invested only 0.24% of workplace pensions in Compact assets last year
The ABI have given the market an update of the progress of insurers in the investment of their workplace pensions. This is not quite the good news we might have been expecting. This from the Progress Update the ABI has … Continue reading
Posted in pensions
Tagged ABI, Compact, Mansion House, Markets, Pensions, Private Equity, trackers
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Worries over Bermuda must be worries for “UK pension end-game”.
I have been sent this article. I would be interested in thoughts from readers, it disturbs me (published as received). Bermudian life reinsurance stress test reveals recapture and recovery worries The vast majority of Bermuda’s life reinsurers have survived a … Continue reading
Posted in pensions
Tagged BErmuda, Life Reinsurance, pension, Private Equity, reinsurance, UK
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“By yon bonnie banks” – rigour and determination
I am up here in the Cameron House on the edge of Loch Lomond with people who want to talk about defined benefit pension schemes. There is no way to understand how people feel but by with them morning … Continue reading
Private equity disappearing up its own rear orifice!
“Our view is that we find better risk-return opportunities in the first chapter of a CV than a second,” said Stepstone’s Johnston. This is a private equity commentator at Stepstone explaining succinctly a problem which the rest of us have … Continue reading
Short-termism of financiers a mis-match for the horizon of pensions
I ran a blog about the infinite horizons of pensions, I was writing in 2020 when the idea that our pension system would be generally in surplus was ludicrous. I argued that it was and that the PPF would not … Continue reading