The Value Perspective

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19SEP 2017

Why we've been buying Provident Financial

Blog

19SEP 2017

Why we've been buying Provident Financial

The extraordinary amount of bad news surrounding Provident Financial in recent weeks would have been enough to pique the interest of any contrarian –…

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Blog

14SEP 2017

The pension graph that looks like a fish and smells even worse

Blog

14SEP 2017

The pension graph that looks like a fish and smells even worse

There are two obvious reasons why UK pension funds are buying more bonds and fewer equities – and both arguably smell as fishy as the graph illustrat…

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