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Pensions
DB endgame update: Q2 2026
Experts examine the latest developments in the defined benefit pension endgame market.
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Pensions
Understanding the gender and ethnicity pensions gap
By the time a typical woman reaches retirement, she has around half the private pension wealth of a man.
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Pensions
DC default investment strategies in 2025
Independent research for better DC pension default decisions.
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Investment Management
The big potential in mid and small caps
Global mid- and small-cap stocks offer investors a rich but often overlooked source of diversification and long-term return potential.
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Investment Management
Compass: Q2 2026
Carry on and focus on fundamentals.
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Investment Management
Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors’ focus.
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Financial Advice
Scale, simplicity and meaningful returns in 2026
When markets become uncertain, the research depth and operational resilience behind an MPS partner can make a meaningful difference.
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Financial Advice
Pension death benefits and IHT: How prepared are you for the 2027 changes?
A structural rewrite of inheritance tax rules will treat unused pensions funds and death benefits as taxable estate assets for the first time, introducing notional valuations, scheme‑level liabilities,...
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Investment Management
Beyond the large-caps: Identifying tomorrow’s leaders
Small and mid-cap equities remain one of the least efficiently priced areas of global equity markets.
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Investment Management
Asia: Finding durable opportunities through a consistent investment discipline
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership, Asia continues to offer a rich opportunity set, supported by technology leadership, innovation...
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Investment Management
Differing signals in BDCs, and orderly defaults in high yield
How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults continue to play out primarily through distressed exchanges.
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Investment Management
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would be in the biggest energy crisis for a generation and that major stock markets would be at all-time...
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