William BourneJul 26Time to be More Wary About Markets?At Linchpin we have had a positive view on markets since March 2023 and the collapse of Silicon Valley Bank. Our thinking was crude: ...
William BourneJun 21Private Equity and the LGPSLast October I wrote a paper on private assets, starting with a statement which a well-known Private Equity (“PE”) investor made in...
William BourneMay 13Have U.S. Equities Really Done So Much Better Than The U.K.?Over the past thirty years, there has been a clear trend for equity mandates to ‘go global’. This has been driven by consultants on the...
William BourneMay 3Fear, Failure, And Feedback – The Latest Linchpin Round TableAfter over 20 webinars over the last four years Linchpin mounted our first ever in-person round table in the delightful River Room at...
William BourneMar 28The Case for Japan I must start by declaring an interest: I have a consultancy agreement with a Japanese fund manager, Arcus Investments Limited. However,...
William BourneMar 11Why The Chancellor’s Numbers Won’t Add UpBrave forecasts behind last week’s U.K. Budget It takes different views to form a market, and I seem to be in a distinct minority in...