Q1 2023 repo update
The final quarter of 2022 kicked off with a bang, as the crisis generated by Kwasi Kwarteng & Liz Truss’ Fiscal Event continued to gather steam.
Inflation Quarterly Monitor
As fiscal year 2022/23 draws to a close, and with the market already looking ahead to the Spring Budget scheduled for 15 March, focus has begun to turn to next year’s gilt issuance remit.
Pensions Watch 24
With the inexorable rise of Defined Contribution (DC) schemes and the continued closure of Defined Benefit (DB) schemes to new members and future accrual, suggestions that DB is dead are ever present.
LDI Survey – Q4 2022
The quarter began with further ructions in the markets despite the Bank of England intervention. Yields only settled once Jeremy Hunt was appointed the new Chancellor.
Pensions Watch 23
The annual revision to the PLSA’s retirement living standards suggests that without urgent reform, many DC savers will continue to sleepwalk into retirement penury.
Q4 2022 repo update
The final quarter of 2022 kicked off with a bang, as the crisis generated by Kwasi Kwarteng & Liz Truss’ Fiscal Event continued to gather steam.
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Inflation Quarterly Monitor
A snapshot of the UK inflation market covering the three months to 30 November 2022.
Pensions Watch 22
We consider the need for both more inventive scenario analysis and stress testing of schemes’ resilience against a multitude of ever-present and emerging risks allied to more nimble governance.
LDI Survey – Q3 2022
From a global perspective the third quarter was a continuation of the second quarter; in the UK we experienced a calm summer, perhaps due to the hiatus of political leadership.
