Investment solutions

Constructing buyout-ready portfolios for the endgame
Investment strategy

Constructing buyout-ready portfolios for the endgame

As defined benefit (DB) schemes adopt a holding pattern ahead of a potential buyout, our Solution...

By John Southall

26 Sep 2023

2 min read

Falling leaves: autumn's US money market fund regulation
Ross McDonald
Investment strategy

Falling leaves: autumn's US money market fund regulation

This autumn, the SEC is set to bring in a swathe of new rules concerning US money market funds. W...
By Ross McDonald
12 Sep 2023
3 min read
Looking to r-star for inspiration: revisiting DB scheme hedge ratios
John Southall
Investment strategy

Looking to r-star for inspiration: revisiting DB scheme hedge ratios

With real yields having risen sharply in the past 18 months, trustees of defined benefit (DB)...
By John Southall
22 Aug 2023
4 min read
Have DC members had Kenough of volatility and uncertainty going into retirement?
SuAnn Song
ESG and long term themes

Have DC members had Kenough of volatility and uncertainty going into retirement?

If the song Barbie Girl had been written in 2022, it might go "life is hectic, not fantastic". 20...
By SuAnn Song
21 Aug 2023
5 min read
Surplus to requirements: rates and inflation hedging in the endgame
Investment strategy

Surplus to requirements: rates and inflation hedging in the endgame

Amid the improvement in defined benefit scheme funding levels, a number of schemes are now findin...

By Ian Blake

16 Aug 2023

4 min read

Bond volatility: how should DC savers react?
Investment strategy

Bond volatility: how should DC savers react?

DC savers and trustees need to understand the risks of bonds but may wish to tread carefully befo...
By John SouthallDetian Chen
19 Jul 2023
4 min read
Gridlock: the impact of UK power grid constraints on real assets
ESG and long term themes

Gridlock: the impact of UK power grid constraints on real assets

The shortcomings of the UK's energy grid will have increasing relevance for real estate and...
By Marija SimpragaNiah Myers
21 Jun 2023
3 min read
The equity rollercoaster
John Southall
Investment strategy

The equity rollercoaster

A volatility number may fail to convey just how turbulent a journey a pure equity strategy can be...
By John Southall
09 Jun 2023
3 min read