Posts Tagged ‘Sorca Kelly-Scholte’

Everybody knows that pension funds are derisking, right?

Everybody knows that pension funds are derisking, right? Except, it seems, the data. The release of the PPF’s Purple Book 2014 last week gives us the latest comprehensive data set. As the chart below shows, having made big derisking asset allocation shifts in the noughties, pension fund asset allocations have been pretty static for a

November 6, 2014 Categories: Pension Insights
Russell Investments Wire - Fixing FX rates

Fixing FX rates – Fixing broken markets

Last week on The Wire, Sorca Kelly-Scholte commented on Professor John Kay’s stance on “broken markets” by stating that: “The alignment of incentives along the chain is, at best, patchy, particularly around transactional services such as currency trading or managing portfolio transitions. Savers are not always well equipped, or well-represented by their agents, to control

Jun 18, 2013 Categories: Investment Strategy
Russell Investments Annual Pensions Conference 2013

Fixing broken markets: what can we do with the investment chain?

Having followed the progress of the Kay Review closely, I felt particularly privileged to have the opportunity to listen to Professor John Kay’s keynote address to our annual conference on Wednesday. He set out afresh his perspective that our markets are fundamentally broken. A burgeoning investment chain has inserted itself between savers and companies, at

Jun 11, 2013 Categories: Investment Strategy

Waiting to take off

This time last year in my paper “Help: we’re running out of gilts” I noticed that pension fund derisking had effectively stalled. The obstacle to derisking was not about economic conditions but about lack of capacity in the market for derisking assets. This lack of capacity wasn’t going to go away any time soon. As

Jan 15, 2013 Categories: Investment Strategy


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