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Toby Nangle

  • Wednesday, 3 July, 2024
    Pensions industry
    What the UK can learn from Canada on pension funds

    Consolidating funds should unlock cheaper ways to allocate to so-called productive finance

    Toronto Transit Commission commuters rush to find a shuttle bus after no subway service due to ‘slippery tracks’
  • Friday, 28 June, 2024
    Gilts
    Our kinky curve

    Gilt yields are ever more in the eye of the beholder

  • Tuesday, 18 June, 2024
    Financial services
    The sellside obviously isn’t talking about a second US Civil War. Should it?

    The case for a case

  • Tuesday, 11 June, 2024
    UK economy
    What to say when you’re asked your view on Bank of England reserve tiering

    Sorry — you’re going to have to have a view

  • Wednesday, 29 May, 2024
    UK economy
    Getting into the weeds of active QT and UK fiscal rules

    Where’s your headroom at?

  • Tuesday, 28 May, 2024
    Bank of England
    The Bank of England is accruing too much political interest

    Having the decisions of the MPC define fiscal space directly cannot be right

    Bank of England headquarters
  • Thursday, 9 May, 2024
    Banks
    The increasingly blurred lines between banks and NBFIs

    Striking a chord (diagram)

  • Tuesday, 7 May, 2024
    Markets InsightBank of Japan
    What should the BoJ do with its huge stock portfolio?

    The central bank has called time on its ETF buying but has yet to say what it will do with its massive investments

    Bank of Japan governor Kazuo Ueda attending a press conference
  • Friday, 3 May, 2024
    Global Economy
    Who’ll buy all the Treasuries? You’ll buy all the Treasuries

    Ft. Bad some news for the non-US Anglosphere

  • Thursday, 25 April, 2024
    Financial services
    How’s the PE Winter looking?

    Yes, you probably have to care about this one

  • Wednesday, 24 April, 2024
    Financial services
    Have UK asset managers lost their way?

    The industry has not had much to celebrate of late but some things are looking up

    Pedestrians walks across London Bridge towards City offices
  • Tuesday, 23 April, 2024
    Unhedged podcast15 min listen
    Active changes to passive indices

    Changes to indices have a huge effect on companies and countries. Should they be regulated?

  • Wednesday, 10 April, 2024
    Global Economy
    Housing – probably important

    Monetary transmission and millennial trolling from the IMF

  • Tuesday, 9 April, 2024
    Markets InsightPassive Investing
    The hidden power of index providers

    Committees guide allocation of capital all over world — it’s time to bring them out of regulatory limbo

    People taking pictures of the New York Stock Exchange
  • Monday, 8 April, 2024
    Central banks
    What happens when a central bank runs out of money?

    And is the Bank of England asking for a friend?

  • Friday, 5 April, 2024
    Sovereign bonds
    Listen and repeat: pensions are big, but they are definitely NOT debt

    😉

  • Thursday, 28 March, 2024
    Singapore
    Singapore has lessons for countries worrying about debt

    Tight fiscal rules can prevent the kind of investment which has helped the city state to thrive

    People walk along a breakwater at twilight with a view of the city skyline in the background
  • Monday, 11 March, 2024
    Equity valuation
    The interlocking dimensions of stock market concentration

    Top-heavy markets

  • Wednesday, 6 March, 2024
    Equities
    Buy the dip! Or, don’t.

    Taking the fun out of heuristics

  • Monday, 4 March, 2024
    Passive Investing
    The US equity market is one of the least concentrated in the world

    Insignificant Seven?

  • Friday, 23 February, 2024
    Markets InsightPublic sector pensions
    Public service pensions are the elephant in the room

    Asset-backing these promises could lift investment and growth

  • Wednesday, 21 February, 2024
    High yield bonds
    Is it PIK-up time for cash-strapped companies?

    Having failed to make it, more firms may try to fake it

  • Friday, 9 February, 2024
    Corporate bonds
    Could change of control covenants put a drag on M&A?

    We don’t know — and we have the charts to prove it

  • Monday, 5 February, 2024
    Markets InsightEquity valuation
    What’s wrong with the Shiller Cape benchmark for markets?

    The ratio is wheeled out to support bold claims about future returns. It cannot bear the weight of such expectations

  • Friday, 2 February, 2024
    Mergers & Acquisitions
    Pills or puts?

    Pick your poison

Previous page You are on page 1 Next page

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