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Professional Investors
Capitalising on a stock price pop
Capitalising on a stock price pop
Investors often assume that ‘special situations’ refers to companies in turmoil that represent high risk,...
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Professional Investors
Central banks maintain hardline stance on inflation
Central banks maintain hardline stance on inflation
'Restrictive for longer' is now the mantra.
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Professional Investors
A path to achieve investor goals
A path to achieve investor goals
Multi-sector, fixed income and multi-asset credit can maximize returns for an investor's volatility preferences....
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Professional Investors
Private assets: why, and why now?
Private assets: why, and why now?
Wealth managers are allocating more client capital to private assets.
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Professional Investors
The 60/40 portfolio is not dead
The 60/40 portfolio is not dead
Generating returns in this environment will require a more flexible approach to asset allocation.
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Professional Investors
Opportunities from the rise in bond yields
Opportunities from the rise in bond yields
Chance for investors to earn capital gains and diversify portfolios.
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Professional Investors
Is now the time for fixed income investors to extend duration?
Is now the time for fixed income investors to extend duration?
As we near the end of the hiking cycle, the time is ripe for investors to extend duration and move up...
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Professional Investors
Short-term bonds may earn premium returns over cash
Short-term bonds may earn premium returns over cash
A modest increase in risk while maintaining diversification.
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Professional Investors
UK bond buyers beware
UK bond buyers beware
How to avoid hidden home market concentration risk.
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Professional Investors
What about the risks of credit events?
What about the risks of credit events?
Bonds are back and investment grade bonds make more sense than short-dated government debt.
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Institutional Investors
Pensions accounting trends
Pensions accounting trends
Observed market practice on pensions accounting assumptions.
Institutional Investors
Should DB schemes learn from insurers?
Should DB schemes learn from insurers?
With funding levels increasing materially over the last year, should DB pension schemes start investing...
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