William BourneMay 5, 2023Moral Hazard Pt 1- Linchpin Salon WebinarMoral hazard has been around as a term since 1865, but after the Global Financial Crisis and more recent U.S. bank failures its dangers...
William BourneApr 19, 2023Three Challenges for LGPS Pooling I spoke on a panel on the subject of pooling at the excellent LGC Investment Conference held recently, and I shall be attending DG...
William BourneMar 21, 2023Consequences of Recent Bank FailuresOver the past few months I have been on the defensive. Markets have generally risen, I would argue because of the Janus-like policy of...
William BourneMar 3, 2023Why the Japanese JGB market is important to us all today Japanese bond markets have attracted more attention recently than for many years. Ten-year bond yields have risen to 0.5% following a...
William BourneFeb 10, 2023Are Equity Investors Over-Optimistic Today? A few weeks ago I wrote an article called ‘What could possibly go right’? My main point was that equity markets were being...
William BourneJan 9, 2023What Could Possibly Go Right? Equity markets have risen substantially in the last two months. The oil and financials-heavy FTSE100 actually rose during 2022 despite...