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Can pension schemes help tackle the housing crisis?
Can pension schemes help tackle the housing crisis?
There is opportunity to invest at-scale in UK residential property through a defensive strategy that...
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Institutional Investors
Learning lessons from the "mini budget"
Learning lessons from the "mini budget"
The 2022 liquidity crisis has highlighted the need for available assets for use as LDI collateral.
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Institutional Investors
General Code – what to do while you wait
General Code – what to do while you wait
Scheme governance remains an important issue for trustees to consider.
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Institutional Investors
How are the different equity styles likely to perform?
How are the different equity styles likely to perform?
Three economic scenarios and their implications.
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Institutional Investors
New opportunity in the UK's largest asset class
New opportunity in the UK's largest asset class
With a value of around £7trn, residential property via co-investment can provide stable long-term income,...
Institutional Investors
Putting the brakes on the growth of "generation rent"
Putting the brakes on the growth of "generation rent"
Investors can generate inflation-linked income and help “reluctant-renters" become owner occupiers.
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Institutional Investors
Planning for end-game with CDI and LDI
Planning for end-game with CDI and LDI
Following the 2022 gilt crisis, it has become all the more important to have a unified investment approach...
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Institutional Investors
Is there haven potential in corporate bonds?
Is there haven potential in corporate bonds?
Short-dated sterling corporate bonds offer a compelling opportunity in the current uncertain landscape....
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Institutional Investors
Markets are underestimating the rate rises to come
Markets are underestimating the rate rises to come
Hiking cycles are still likely to cause recessions in many economies.
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Institutional Investors
Three companies with the potential for climate-friendly returns
Three companies with the potential for climate-friendly returns
We believe these issuers are leading the fight against climate change.
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Institutional Investors
Bonds should benefit from a rate-hiking pause
Bonds should benefit from a rate-hiking pause
Core government bonds and investment grade corporates look more appealing.
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Institutional Investors
Are your pensions doing enough to tackle the climate crisis?
Are your pensions doing enough to tackle the climate crisis?
Employees are concerned about their carbon footprint, but many don’t realise that managing their pension...
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