Author Archives: Bob Collie

The $20 Billion Club in 2011: Corporate Balance Sheets Hit By Pension Liability Growth

Posted on March 1, 2012 by

Everybody likes to know what’s happening among their peers. That’s the main reason that we introduced the $20 billion club last year; by looking at just a handful of the very largest pension plans we can get a good picture … Continue reading →

Posted in Capital markets insights, Manager research | Leave a comment

We cannot walk alone

Posted on November 28, 2011 by

The world has long been interconnected. I grew up in London in the 1960s and 1970s, happily eating Kelloggs Cornflakes and Heinz Ketchup, without a thought that those products were from a different continent. In return, we gave you the … Continue reading →

Posted in Capital markets insights, Economic and Market Insights, Economy | Leave a comment

You’ve won second prize in a beauty contest…how does that make you feel?

Posted on October 12, 2011 by

Monopoly’s® “second prize in a beauty contest” card is a masterpiece of ambiguity. While on the surface it is a good thing – you do get $10 after all – it’s hard to miss the sense of failure that is … Continue reading →

Posted in Economy, Markets | 1 Comment

Uncle Bob’s Beginner’s Guide to Bond Credit Rating

Posted on August 10, 2011 by

Talk of the U.S.’s credit rating is the topic du jour in economic circles. So here’s a handy cut-out-and-keep guide to credit rating. Compared to investing in the stock of a corporation for example (equity investment), bond investing is – … Continue reading →

Posted in Economic and Market Insights, Economy, Markets | Leave a comment