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Peter Hamilton: When lying to insurers is allowed

About 18 months ago I wrote about how an insurance claim, valid in every respect, can be rejected if the insured has sought to embellish the facts with a lie in the course of making the claim. Such fraud has become known as a fraudulent device. I illustrated the point by reference to a Court […]

How QE is distorting the gilt market

By Mike Riddell The moves in gilts in August were truly exceptional. Volatility in the gilt market (based off 10-year gilt futures) has soared to close to the highest levels seen this millennium, on a par with the eurozone debt crisis of 2011/12 and behind only the global financial crisis of 2008/09. The first distortion […]

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Lifting the veil on the benefits of pensions

Andy Haldane is fast becoming another Martin Wheatley. What I mean is, someone in a position of power who, to paraphrase the former FCA chief exec, speaks first and thinks later. For those who missed the furore, the Bank of England chief economist has exercised advisers and the wider pensions industry for saying property is […]

Brave decisions needed on sterling exposure

Having fallen off a cliff after the Brexit vote, the pound rallied at the start of September as data from the private sector signalled a better-than-expected economic outlook following a slump in July. Sterling touched $1.33 against the dollar on the latest statistics from the purchasing managers’ index for manufacturing. Compare that with sterling’s performance […]

Great expectations for Japan

By James Dowey, Chief Economist and CIO Turnaround stories are an investor’s best friend. If successful, they prompt a widespread and possibly radical re-evaluation of the fair value of the associated assets. If one is brave enough to re-evaluate early on in the process then the returns can be very large. For over two decades […]

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