malmgren

Investment Strategy

Fiduciaries and investors ‘divided’ over inflation

There is a fundamental disconnect emerging between fiduciaries, and their underlying “real” investors, on whether deflation or inflation is the prevailing investment theme, according to The Canonbury Group’s Pippa Malmgrem. The political and policy consultant to global investors was speaking directly after attending the annual central bankers’ summer retreat at Jackson Hole, Wyoming, where for […]
Investment Strategy

Fiduciaries and investors ‘divided’ over inflation

There is a fundamental disconnect emerging between fiduciaries, and their underlying “real” investors, on whether deflation or inflation is the prevailing investment theme, according to The Canonbury Group’s Pippa Malmgrem. The political and policy consultant to global investors was speaking directly after attending the annual central bankers’ summer retreat at Jackson Hole, Wyoming, where for […]
Opinion

Ditch the SAA if you will, but keep it simple

Remember when they used to talk about ‘set-and-forget’ retirement investment strategies? Well, the time-honoured 70:30 is looking like another victim of these ridiculous times. “Take your strategic asset allocation, tear it up, sit down with a clean sheet of paper and a pencil. And an eraser.” That was the advice of Pippa Malmgren, an economic […]
Opinion

Ditch the SAA if you will, but keep it simple

Remember when they used to talk about ‘set-and-forget’ retirement investment strategies? Well, the time-honoured 70:30 is looking like another victim of these ridiculous times. “Take your strategic asset allocation, tear it up, sit down with a clean sheet of paper and a pencil. And an eraser.”That was the advice of Pippa Malmgren, an economic policymaker […]
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