*DEUTSCHE BANK RESEARCH RAISES AVIVA PRICE TARGET TO 565 (545) PENCE - 'BUY' |
HSBC raises Aviva price target to 565 (555) pence - 'buy' |
It reads like they want cash now and taxpayers can bail out the public funds later. Typical Liebour |
Latest reporting is the govt wanting to amalgamate local authority pension funds into superfunds and then raid them for capital to invest in social housing. In other words property funds - which many finanacial institutions are refusing withdrawals from...
Its reads like just another raid on someone else's money |
If HMG were to remove Corporate Liability for Pension Funds it would certainly be a game changer. However, it would cause havoc in the Gilt market as Schemes would no longer be primarily motivated to protect the Corporate P&L |
Exactly what you wrote 1robbob.As soon as there is a reversal (which will happen at some point) then deficits will ensue as government yields subside These people in government have absolutely zero understanding of all things financial. I can't see any trustees going for this stupid venture.The government would have to underwrite any losses for it to gain traction. Aka thank you for our taxpayers for covering this. |
Even when we see labour try to be more positive on the outlook now, it fills me with pessimism....... I just dont believe their rhetoric at all, while no changes in budgets and 70 Billion spending plan, while our growth goes down the pan |
In principle I am in favor of a rebalance of the Pension funds investments provided it remains robust and focused in stakeholder returns. However, I expect any changes to take a long time and I dont expect to see the benefits in 2025. What needs to be clear is the government does not define when and where to invest, but giving lets say only guidelines. If they re-instated part of the divi tax relief then I think things would speed up quite a bit , but clear they wont do that and invest in growth. We are light years behind the US in all aspects. The Growth figures for the next quarter are going to be key and I dont expect anything positive.. GLA |
The surplus is already invested somewhere, primarily Gilts!! Presumably these would need to be sold? What happens when interest rates fall and the Surpluses dissapear? |
Reeves to seek billions for growth from corporate pension surpluses More than £60bn could be released from blue-chip company retirement schemes under proposals to be outlined by the chancellor this week, Sky News learns. |
Aviva mentioned in this piece: |
Lol, yes I am spud. These have been nice days so far this week. |
Ron - No you're not, you're an owner!
spud |
Divi growth and staying clear of more debt are just as good for me.I'm still unconvinced about the DLG gig, but I'm just a punter. |
Joe Say They said no BuyBack in 2025 |
I thought they had specifically stated no buybacks given the acquisition funds needed
Is that right? |
Anymore broker upgrades. Loved that JP Morgan one. SIX POUND 15 PENCE!! Bring it on |
That’s good enough for me 1robbob, thank you. |
I still think that there will be no Share Buyback in 2025. So just a mid single digit % increase in the divi, say 5%
Share Buy Back will resume in 2026
No Special Dividends - BOD only interested in repeatable returns to shareholders |
It's Cuckold isn't it? |
Is 1rob about? He was on the money when the cash return was going through. Does this upgrade effectively cancel the chance of more buy backs/ specials? |
Nice rise, especially this far out from what I reckon will be a good pre divi rise. |
I do like the comment of expected EPS growth 12% in 2026/2027.... music to my ears :-) |