Investment strategy

Cashing in? How to make cash allocations work
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

What my clients are doing about inflation
Matthew Kemp
Investment strategy

What my clients are doing about inflation

Investing theory is one thing, but human behaviour is quite another. A senior sales manager share...
By Matthew Kemp
22 Sep 2022
3 min read
Navigating rising rates: practical steps for volatile times
LGIM
Investment strategy

Navigating rising rates: practical steps for volatile times

In a recent webinar, we discussed the role LGIM and our clients can play in tackling a challengin...
By LGIM
21 Sep 2022
2 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
Rate hikes, fuel spikes and EM sovereign HY
Investment strategy

Rate hikes, fuel spikes and EM sovereign HY

Historically, global food and fuel price squeezes have been bad news for high-yielding sovereigns...

By Raza AghaViraj Nadgir

15 Aug 2022

3 min read

We’ve got the (pricing) power
Lushan Sun
Investment strategy

We’ve got the (pricing) power

Our analysis shows that sectors with weaker pricing power tend to experience higher default rates...
By Lushan Sun
11 Aug 2022
2 min read
Putting cash in its place: segmentation in a rising yield environment
John Wherton
Investment strategy

Putting cash in its place: segmentation in a rising yield environment

Rising interest rates and inverted yield curves mean investors are looking to their cash...
By John Wherton
04 Aug 2022
2 min read
Keeping in step with your LDI portfolio
Mark Johnson
Investment strategy

Keeping in step with your LDI portfolio

The implications of inflation and volatile markets for LDI portfolio holders are clear, but...
By Mark Johnson
01 Aug 2022
3 min read