Where finance and media intersect with reality

Reflections on (Just Over) 24 Hours With the Gold Industry

I have just had the pleasure of spending about 24 hours with precious market participants attending the annual London Bullion Markets Association gathering which took place in Lisbon this week. I was there as a keynote speaker, embracing the challenging task of speaking on a topic of my choice. In the end, I stuck to […]

ALTIF Transcripts; The Great Pension Fund Panic of 2022

The market panic that followed Kwasi Kwarteng’s mini budget last month has been blamed on pension funds doing something called LDI. But what is this strange practice, what is its purpose, and how has it led to a £65bn meltdown in the pensions market? Neil and Jonathan talk to pensions expert (and grand wizard of […]