Investment solutions

European gas shock: the need for green
ESG and long term themes

European gas shock: the need for green

Just as the 1970s oil shock reshaped the global automotive industry, so the latest energy shock m...

By John Daly

20 Jun 2022

4 min read

Buy and Maintain, not Buy and Hold: how we seek to add incremental value
Ozkan Koyun
Investment strategy

Buy and Maintain, not Buy and Hold: how we seek to add incremental value

How we aim to capture credit risk premia by actively managing portfolios in response to changing...
By Ozkan Koyun
12 May 2022
3 min read
Volatility in the endgame – friend or foe?
Investment strategy

Volatility in the endgame – friend or foe?

As many pension schemes enter their endgames and their solvency funding levels approach 100%, a...
By John SouthallMathew Webb
28 Apr 2022
5 min read
Carbon leakage: what is it, and why is it important for investors?
John Daly
ESG and long term themes

Carbon leakage: what is it, and why is it important for investors?

As carbon measures become more comprehensive, laggards on embedded emissions will come under...
By John Daly
14 Apr 2022
4 min read
Climate change mitigation: plugging investment and engagement gaps
ESG and long term themes

Climate change mitigation: plugging investment and engagement gaps

Amid the familiar warnings in the IPCC report that annual investment in the energy transition is...

By Charlie MillerLewis Ashworth

11 Apr 2022

5 min read

Allocations for inflation (part 5): a tale of three asset classes
John Southall
Investment strategy

Allocations for inflation (part 5): a tale of three asset classes

As John Roe highlighted in his blog in this series , we believe clients shouldn't lose sight of...
By John Southall
31 Mar 2022
4 min read
Cashflow-matching credit – room for improvement?
John Southall
Investment strategy

Cashflow-matching credit – room for improvement?

Could shorter-dated credit help DB schemes' cashflow matching?
By John Southall
30 Mar 2022
5 min read
DB endgame strategy: marvellous monitoring
John Southall
Investment strategy

DB endgame strategy: marvellous monitoring

As many defined benefit (DB) schemes mature, there is increasing attention on how they should ada...
By John Southall
24 Feb 2022
5 min read