Tag Archives: yields

Gilt yields “Narratives built while the dust is still in everyone’s eyes could fall apart fast”.

I’m writing (and you may be reading) ahead of the opening of Gilt trading on the Morning of Monday 17th October. There are a number of ways that the market could go; Gilt yields could remain at current levels – … Continue reading

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LDI – “Blood on the Tracks”

Well, I wanna be your lover, babyI don’t wanna be your bossDon’t say I never warned youWhen your train gets lost Bob Dylan “It takes a lot to laugh, it takes a train to cry” This article is about the … Continue reading

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Death by discount rates

Q: When is a million dollars not a million dollars? A: When it is not yet a million dollars. The pensions business is all about the long term. Fund managers like me are responsible for ensuring we have sufficient funds … Continue reading

Posted in de-risking, defined ambition, pensions | Tagged , , , , , , , , , , , , | 11 Comments