Investment solutions

DC glidepaths: a random dog walk down Wall Street
Investment strategy

DC glidepaths: a random dog walk down Wall Street

Is human capital bond-like or equity-like? We examine the research and consider how it could info...

By John Southall

14 Nov 2022

4 min read

Could the global energy crisis herald a cleaner and more secure future?
Lewis Ashworth
ESG and long term themes

Could the global energy crisis herald a cleaner and more secure future?

The IEA’s annual outlook reflects a turning point in global energy markets, with investment in...
By Lewis Ashworth
07 Nov 2022
3 min read
Cement: can it cure its emissions reputation?
John Daly
ESG and long term themes

Cement: can it cure its emissions reputation?

With a sizable carbon footprint and little progress on mitigation so far, the cement industry wil...
By John Daly
12 Oct 2022
3 min read
Cashing in? How to make cash allocations work
Ross McDonald
Investment strategy

Cashing in? How to make cash allocations work

Rising interest rates and inverted yield curves mean investors are looking to their cash...
By Ross McDonald
29 Sep 2022
3 min read
The end (game) is nigh: UK DB health at an all-time high
Investment strategy

The end (game) is nigh: UK DB health at an all-time high

Our latest research reveals that UK defined benefit (DB) schemes are at their healthiest-ever...

By John SouthallYikai Shen

07 Sep 2022

2 min read

Out of the labyrinth: Managing limited-price indexation cashflows
John Southall
Investment strategy

Out of the labyrinth: Managing limited-price indexation cashflows

Limited-price indexation pension increases are challenging to hedge perfectly but they may be...
By John Southall
23 Aug 2022
3 min read
Hydrogen economy: widespread adoption or niche solution?
ESG and long term themes

Hydrogen economy: widespread adoption or niche solution?

In the second of a two-part blog on the hydrogen economy, we look at the economics of hydrogen us...
By John DalyCharlie Miller
09 Aug 2022
3 min read
Hydrogen: preferred pathway or just hot air?
ESG and long term themes

Hydrogen: preferred pathway or just hot air?

In the first of a two-part blog on the hydrogen economy, we look at the economics of production,...
By John DalyCharlie Miller
05 Aug 2022
3 min read