Tag Archives: Warren Buffet
Selling swimming trunks when the tide goes out (a cautionary blog).
Today should be an interesting one , I can spend much of it listening to others talk about why pension funds should be giving money to managers who invest not in public stock markets (where we can see what’s … Continue reading
Posted in pensions
Tagged ft, Howard Marks, Private credit, swimming trunks, Warren Buffet
Leave a comment
Activism over activity – we want effective asset management.
Reading the FCA’s Asset Management Market Study, you’d be tempted to give up on active asset management (to be frank you might to give up on investment funds altogether). Daniel Godfrey has a piece in the FT claiming that the … Continue reading
Posted in IGC, investment, pensions
Tagged Aberdeen, dc, ESG, HSBC, LGIM, Terry Smith, trustees, Warren Buffet, Woodford
Leave a comment
The Power of the Ordinary #LCFC
It was all super- ordinary! Mayhem in the Jamie Vardy House, Gary Lineker pondering a new career in lingerie and Gus getting a call from Claudio, thanking him for Chelsea’s second half performance If the word “surreal” was … Continue reading
Posted in football, pensions
Tagged #lcfc, Business, Car Park, James Vardy, leicester city, Ordinary, pensions, Premiership, Warren Buffet, YTFC
1 Comment
Should we measure pension fees as “risk”?
This is simple measure which makes such fundamental sense that any fool can grasp it. Continue reading