Is global growth even that bad?

#JeSuisCharlie Happy New Year to everyone although it has not been a  particularly happy start given the awful events in Paris. I’m sure all my readers will join me in condemning this brutal attack on liberty and in expressing solidarity with and sympathy to the families, friends and colleagues of the victims and to all […]

13 January 2015 by The Harried House Hunter

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About that CPI fall to 0.50% – sadly 30% of savings accounts still don’t beat it

This week’s announcement that CPI inflation has fallen to just 0.50% surprised the markets, and has been widely welcomed. It certainly is good news for savers that the value of the money they have in accounts is not being eroded so quickly. But, the good news is tempered by the fact that still, almost 30% […]

13 January 2015 by The Harried House Hunter

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Alternative reality – Even a three-year outlook is no real basis for sound investment decisions

By Andrew Lyddon This is an exciting time to be heavily involved in mezzanine finance and other kinds of specialist finance markets such as high-yield – or so we learned recently from a presentation by Intermediate Capital Group (ICG), a listed company that is heavily involved in mezzanine finance and other kinds of specialist finance […]

13 January 2015 by The Harried House Hunter

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Commodities / sterling obscure 2%+ UK domestic inflation

UK annual consumer price inflation fell from 1.0% in November to 0.5% in December (0.55% before rounding). The decline was entirely due to a faster rate of decline of energy prices – down an annual 5.8% in December versus 0.2% in November*. “Core” inflation – excluding energy, food, alcohol and tobacco – recovered to 1.3% […]

13 January 2015 by The Harried House Hunter

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Tesco's turnaround plan is a big blow for the retirement prospects of staff. But will they understand the full implications?

The members of Tesco’s generous defined benefit AKA final salary pension scheme have really paid the price for the mismanagement of the last few years. The story was nearly lost amid praise from market commentators but was reported in FT.com last week. The FTSE 100 supermarket has won praise from investors and a big market […]

12 January 2015 by The Harried House Hunter

Pensions Retirement

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Eurozone core inflation stable / Germany at full employment

The annual change in Eurozone consumer prices dropped to -0.2% in December from 0.3% in November, with the negative reading reflecting falls in energy and unprocessed food prices. Excluding these categories, prices rose by an annual 0.7%, unchanged from November. A narrower “core” inflation measure excluding energy, food, alcohol and tobacco firmed to 0.8%, above […]

8 January 2015 by The Harried House Hunter

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Big sell off by private investors out of UK equities last year, but are they really UK stocks and who are these retail investors anyway?

Capita Asset Services has caused quite a furore this week calculating that the UK market saw some £9.1bn of retail money moving out of equities between September to November last year. But should you be worried about what this signals? Here are the Capita stats in summary. £9.1bn equity sales reversed more than three years […]

8 January 2015 by The Harried House Hunter

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Mean machine – Focus on regression to the mean rather than extrapolating from the present

by Ian Kelly Regular visitors to The Value Perspective will know we have never been as confident as some other investors about the chances of China’s economic growth figures continuing to defy gravity – just as they will know we are rarely slow in flagging up any academic research from Harvard economics professors when the […]

7 January 2015 by The Harried House Hunter

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A liberal City of London regime is for the best, but it needs constant vigilance from policymakers

We know that one Labour minister left a note telling his coalition successors that there was no money left. Yet shouldn’t someone from the Margaret Thatcher administration have passed on concerns that the Big Bang – a huge 1980s shake up in the rules and conventions governing the City of London – could lead to […]

3 January 2015 by The Harried House Hunter

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