William BourneJan 27, 2020IS PASSIVE INVESTMENT AN OBSTACLE TO INVESTING IN A SUSTAINABLE WAY? All LGPS funds have their fiduciary duty to focus on financial returns dinned into them:
William BourneJan 13, 20201987 REDUX?It is over 32 years since Black Monday (19th October 1987) when markets fell 25% in a day.
William BourneJan 1, 2020Linchpin 2020 survey of inflation trends - now our 8th yearThis is our eighth annual update on the long-term outlook for inflation, in which we monitor a range of inflation indicators.
William BourneDec 10, 2019WILLIAM ATTENDS LGPS INVESTMENT PROFESSIONALS DISCUSSION DINNEROn 10 December 2019, William attended the LGPS investment professionals discussion dinner, hosted by CQS, in London.
William BourneDec 10, 2019REVIEW OF SF3 DATA – IS THE LGPS SLIDE TO NEGATIVE CASHFLOW ACCELERATING?Two years ago I published an article on LGPS cashflow trends following publication of the annual SF3 forms (data at 31st March 2017).
William BourneDec 2, 2019COULD THIS BE THE BEST OPPORTUNITY FOR INVESTORS IN 30 YEARS?I spent some time with Mark Pearson of Arcus Invest a couple of weeks ago. He has been investing in Japanese equities for 30 years...