Ros is quoted by Daily Mail saying the central banks were too slow to recognise inflation risks, but are now overdoing the tightening, keep policy restrictive for too long which will damage growth. ( link to pdf )
Here is a note on my blog explaining why I believe the Bank of England should not increase rates any more, should pause QT and properly assess the impact of its monetary tightening policies, which may already have gone too far.
Ros is quoted in the Daily Mail warning against rumoured plans by a future Labour Government to extend inheritance tax to farmland and small family businesses. ( link to pdf )
Ros was quoted in ThisIsMoney explaining that, although standard annuities are much better value now than they have been for many years, they are still not suitable for everyone. ( link to pdf )
Ros was quoted by the Financial Times warning that increasing pension fund buyouts could damage long-term economic performance – but members seem to find it reassuring that the insurer has taken on their pension risk, rather than the employer.
Ros chaired a roundtable for Ruffer outlining important new thinking for the pre-retirement phase of pension investing, moving away from the traditional equity/bond ‘de-risking’. ( link to pdf )
Ros is quoted in Money Marketing. ( link to pdf )
Ros is quoted in the Independent, supporting the Chancellor’s inquiry into how firms have behaved during the inflation crisis and whether they are exacerbating inflation pressures rather than behaving responsibly in this national crisis.
Here are some thoughts about encouraging businesses to play their part in curbing excessive price rises, to help the economy over the current inflation crisis. After massive taxpayer business support through Covid, surely corporate social responsibility should encompass responsible pricing behaviour during an economic emergency. Read my blog.
Ros is quoted in the Daily Telegraph arguing that the huge BT pension fund should do more to support growth in Britain.