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Multi-Asset Blog - UK Paycuts

18 August 2017

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
UK Paycuts – Thanks for your hard work, here's a pay cut

Imagine walking into your manager’s office at the end of a good year and your boss smiles and awards you a pay cut. This is exactly what has happened to workers in the UK this year. Whilst wages have risen 2.1%, inflation is running at 3.6% so in real terms, the average worker is 1.5% poorer than they were last year. Prior to 2008, workers’ pay exceeded inflation by 2.5%, so every year people ended the year better off than they started it. Since then real wage growth has been negative, so on average, after inflation, UK workers are earning less than they were nearly 10 years ago. 

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Emerging Markets Viewpoints - August

14 August 2017

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

We occasionally get asked to summarize our core investment principles.

As we have previously written, we believe that in Emerging Markets active management has a significant opportunity to outperform the index. This is because our markets are less efficient than developed markets.

In order to take advantage of this, we have to find ways of determining the inefficiencies and exploiting them for the benefit of our investors.
In summary, we invest according to three major Investment Principles:  

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