James Bevan: Tech stocks and the future of chips
The technology is cool but James Bevan warns that the current cycle for semiconductors is long in the tooth. Commentators on Radio5Live recently stated that the new highs posted by[…]
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April 19, 2018
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April 18, 2018
The technology is cool but James Bevan warns that the current cycle for semiconductors is long in the tooth. Commentators on Radio5Live recently stated that the new highs posted by[…]
There’s plenty of talk of better economic growth next year — but scant evidence that there will be. There are signs that global growth is accelerating into the end of[…]
Is the US about to see a ‘melt-up’? Rising expectations after the election of Donald Trump and bullish stock markets are signs that it may be underway. Equity markets are[…]
Conservatives feared that if Hillary Clinton won the US presidential election, her economic policies would be a continuation of Obama policies with higher taxes and more regulations. Now liberals fear[…]
Whilst there are many who are focused on the Chancellor’s Autumn Statement, the next big event to influence markets will be on December 4th when Italians will vote on a[…]
Last week, the UK’s Office for National Statistics announced an important change in how it publishes inflation numbers – from March next year, the key measure will be CPIH which[…]
Donald Trump has won the US presidency. James Bevan looks at the implications for economics, politics, equities and asset allocation. Economics Immediate focus should be on areas in which the president has[…]
When I visited a prospective client recently, I was asked to describe the economic scenario that worries me the most. I answered that while I believe it is very unlikely,[…]
The key message from Fed chair Janet Yellen’s highly anticipated Jackson Hole speech last Friday was that she is joining the chorus of officials who have been saying it is[…]
In the 1980s and 1990s, it was held by many that what was bad for Japanese government bonds (JGBs) would ultimately prove to be bad for all bond markets.[…]
Herts agrees JV with Morgan Sindall to develop 500 homes: Hertfordshire County Council has signed a deal to create a 50/50 development joint venture with construction firm Morgan Sindall. The council will use its standalone company, Herts Living Ltd… dlvr.it/QQ5ZZg
London CIV launches sustainable equity fund room151.co.uk/brief/#london-… #localgov #lgps
Newham in danger of missing deadline to publish accounts: The London Borough of Newham is in danger of missing its deadline to publish audited financial statements due to a lack of capacity in its finance team, according to auditors.[...] dlvr.it/QQ3RFn pic.twitter.com/S35NTpUMSJ
Enfield funds new housing association with right to buy receipts: The London Borough of Enfield has agreed to fund the creation of a new housing association in which it will take a minority stake, in order to spend £50m of[...] dlvr.it/QQ2hqH pic.twitter.com/Q8Dc5eQuyY
Council funding boost for stadium for Cornwall room151.co.uk/brief/#council… #infrastructure #development
Herts creates #development joint venture room151.co.uk/brief/#herts-c… #housing #property
Half of councils ‘draw down on reserves’ room151.co.uk/brief/#half-of… #localgov #lgps #treasury
Northants completes HQ sale room151.co.uk/brief/#northam… #localgov
Government's terms for #businessrates review published room151.co.uk/brief/#terms-f… #localgov #mhclg
Good chat with LPP's Chris Rule about #LGPS investment in #housing and #regeneration @LPFA1 room151.co.uk/interviews/lgp… #localgov
LGPS Pools Roundup: Access appoints Link, CIO for Border to Coast, Central launches funds, new chair for Northern Pool: ACCESS Link wins pooling contract ACCESS has appointed Link Fund Solutions Ltd to establish and operate its authorised contractual… dlvr.it/QPq8BJ
Five LGPS funds invest £100m in the private rented sector: Five pension funds agreed last year to commit £100m to a fund aimed at building and managing housing in the private rented sector. Room151 reveals how it came about. The[...] dlvr.it/QPq00D pic.twitter.com/MHjD2vWny2
Changing the Guard: New Fed leadership and what’s ahead for the world’s most important central bank: Sponsored Article: A change in leadership often sparks intrigue from investors—particularly when the leader is the chair of the world’s most important… dlvr.it/QPpzwx pic.twitter.com/9JWmWJXLzq
LGPS Q&A: Chris Rule of Local Pensions Partnership on housing and regeneration: Interest in housing and regeneration among institutional investors is growing. In an exclusive interview for Room151, Chris Rule discusses the Local Pensions Partnership’s… dlvr.it/QPpqBS pic.twitter.com/CwuKp8m2ur
Jeff Houston: LGPS and investment cost transparency: The LGPS Advisory Board has been the first to sign up to a new disclosure template for investment costs. Jeff Houston explains what’s happening and why. It seems a very[...] dlvr.it/QPpq0Y pic.twitter.com/gxW8PinJpX
Karen Shackleton: The cost conundrum of active managers: LGPS is in a better position to assess the cost of active managers, even if it remains difficult. It is common sense to take costs into account when judging the[...] dlvr.it/QPpfZ1 pic.twitter.com/gfVirgWcy2