Investment solutions

Sizing private markets in DC
Investment strategy

Sizing private markets in DC

How much should DC investors invest in illiquid assets? We consider the potential benefits of an...

By John SouthallJesal Mistry

11 Oct 2023

5 min read

Staying in the frame: the art of pre-retirement de-risking
Investment strategy

Staying in the frame: the art of pre-retirement de-risking

In the run-up to retirement, it ain't what you say, it's the way that you say it. We look at how...
By Graham MolesJohn Roe
09 Oct 2023
4 min read
Approaching the summit in UK rates? Implications for DB schemes
Investment strategy

Approaching the summit in UK rates? Implications for DB schemes

With the current UK rate hiking cycle potentially nearing an end, we consider what this means for...
By Fiona WuChi-Kit Pang
05 Oct 2023
3 min read
Constructing buyout-ready portfolios for the endgame
John Southall
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
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
Prepare for landing: time for schemes to PUT equity protection in place?
Celia Shen
Investment strategy

Prepare for landing: time for schemes to PUT equity protection in place?

Implied equity market volatility has fallen markedly this year. Coupled with the rise in interest...
By Celia Shen
18 Aug 2023
5 min read