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UK Pension Regulator increases focus on maximising investment returns
Summary: The UK Pension Regulator’s annual funding statement promotes increased focus on investment returns. Academic work shows a clear relationship between current real interest rates, which are extremely low, and subsequent asset returns (beta) over the medium term. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 23, 2013 at 4:01pm
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Cyprus represents 0.2% of European GDP but the implications of the crisis are far reaching
We believe that the depositor levies on Cyprus represent a fundamental change in European policy. The Troika have made it clear that the contribution of €5.8bn from depositors is non-negotiable but that it is up to Cyprus how these funds are raised. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 21, 2013 at 10:15am
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Cyprus – Depositor levy means OMT has become lender of very last resort
• Depositor levies on Cyprus represent a fundamental change in European policy.
• The Troika has made it clear that the contribution of €5.8bn from depositors is non-negotiable, but that it is up to Cyprus how these funds are raised. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 20, 2013 at 4:34pm
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UK’s loss of AAA status was no surprise to investors
The UK’s downgrade from AAA is old news as far as investors are concerned and they have been trading on the basis that the UK will lose its rating for several weeks. Neither should we be surprised when the other two main rating agencies follow suit. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Feb 27, 2013 at 10:17am
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France is not bankrupt, but neither is it AA+ and spreads versus Germany are too tight
• The economic performance gap between France and Germany is wide and set to grow further in the next eight months, yet the benchmark 10yr spot spread has continued to grind tighter. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Feb 20, 2013 at 10:11am
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Key economic themes for the year ahead
We are now halfway through the VILE decade, typified by Volatile Inflation and Limited Expansion. Limited expansion means growth that is above zero but below productive potential. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 25, 2013 at 11:28am
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Mark Carney and other Fairground Attractions
There will be a further £6.1bn worth of Bank of England Quantitative easing (QE) next March to reinvest the redemption proceeds from the Bank’s holdings of the 4.5% 2013 gilt. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 30, 2012 at 5:09pm
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