Pension endgames are being transformed by greater choice, attractive pricing and growing insurer capacity. But as the de-risking market matures, will member experience become the next key differentiator?
A follow-up to Bond Vigilantes' quantitative government bond study extends the rolldown analysis into credit, covering sterling, euro and dollar markets.
While ongoing leadership transitions leave public markets cautious, foreign corporate buyers are taking advantage of persistent valuation discounts to acquire resilient, cash-generative UK assets.
Mark Dowding on why the Treasury's yield-curbing intervention sits at odds with the Fed, and what it means as Middle East tensions and AI-driven volatility keep markets on edge.