Investment solutions

Could valuation metrics appear more valuable than they actually are?
Investment strategy

Could valuation metrics appear more valuable than they actually are?

Hindsight bias is a hazard when seeking to estimate future returns. But in a technical dive into...

By John Southall

14 Feb 2024

4 min read

Options for equity and derivative strategy
Investment strategy

Options for equity and derivative strategy

How can schemes seek to mitigate downside risk in 2024, while still targeting potential equity...
By Florent HerelleCelia Shen
30 Jan 2024
3 min read
Five strategies to combat sequence risk
John Southall
Investment strategy

Five strategies to combat sequence risk

We look at ways to reduce sequence risk in decumulation but emphasise the importance of consideri...
By John Southall
26 Jan 2024
4 min read
Innovating in credit strategy
Investment strategy

Innovating in credit strategy

Pension schemes are looking for innovative credit solutions ranging from improving environmental...
By John DalyAnne-Marie Morris (née Cunnold)
23 Jan 2024
3 min read
What lies ahead for DB schemes?
Investment strategy

What lies ahead for DB schemes?

In this outlook we set out key themes for the year ahead, including renewed focus on credit...

By Guy Whitby-SmithRobert Pace

10 Jan 2024

3 min read

DB schemes: Is credit the answer?
Investment strategy

DB schemes: Is credit the answer?

Whether the target is buyout, low-risk self-sufficiency or surplus generation through run-off, we...
By Will RileyAnne-Marie Morris (née Cunnold)
02 Jan 2024
3 min read
Why we’ve increased our focus on demand-side engagement
Lewis Ashworth
ESG and long-term themes

Why we’ve increased our focus on demand-side engagement

Successful, orderly transitions are collaborative ones.
By Lewis Ashworth
13 Dec 2023
3 min read
Rethinking collateral: a role for corporate bonds?
Investment strategy

Rethinking collateral: a role for corporate bonds?

Recent market and regulatory developments have resulted in significantly higher collateral headro...
By Robert PaceAnne-Marie Morris (née Cunnold)
12 Dec 2023
3 min read