William Bourne
Private Assets – Opportunity or Trap?
Linchpin looks at whether Private Assets today are an opportunity or a trap At a recent investment conference, a respected CIO answered a...
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William Bourne
Sep 4, 2023
Do Government Proposals Contravene Pensions Law?
The Government is proposing to force pension funds to invest 5% into Private Equity (or 10% for the LGPS). There are lots of arguments...
William Bourne
Aug 17, 2023
The Seeds of the Next Crisis
The latest U.S. inflation number was 3.2% and U.S. Treasuries are once again offering a positive real yield. Most investors are...
William Bourne
Jul 25, 2023
LGPS Cost Data – Analysis by Pool
My article questioning the cost savings which the Government is claiming from LGPS pooling received more hits on LinkedIn than I have...
William Bourne
Jul 17, 2023
Comment on the LGPS Pooling Consultation
The Government has finally issued its long-awaited pooling consultation. As ever, it is a mixture of the expected and the more...
William Bourne
Jun 14, 2023
Why a Recession is Less Likely in 2023 or Even 2024
Why are U.S. equities up 13% in 2023? U.S. bond markets are currently inverted by 68bps, and unambiguously prophesying that there will be...
Investment, fund placement, governance advisory
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