Investment strategy

How behavioural bias skews investment decisions
Investment strategy

How behavioural bias skews investment decisions

Here are five behavioural biases that I've seen time and again. The question is: how can investor...

By Matthew Kemp

01 Feb 2023

3 min read

Podcast: How to pick a fund manager
LGIM
Investment strategy

Podcast: How to pick a fund manager

LGIM's multi-asset experts discuss the key considerations for third-party fund manager selection.
By LGIM
30 Jan 2023
1 min read
Private Credit: There is another (asset class)
Stuart Hitchcock PhD MBA
Investment strategy

Private Credit: There is another (asset class)

In the first of a series of insights into the far-reaching universe of private credit, we explore...
By Stuart Hitchcock PhD MBA
20 Jan 2023
4 min read
Just keep swimming: what we’ve learnt from Q4 earnings
Lars Kreckel
Investment strategy

Just keep swimming: what we’ve learnt from Q4 earnings

Company outlooks point to trouble ahead, but don't expect sharp cuts to analyst forecasts until t...
By Lars Kreckel
20 Jan 2023
2 min read
The challenges of balancing ‘alternative credit’ and liquidity
Investment strategy

The challenges of balancing ‘alternative credit’ and liquidity

What are the issues around liquidity when investing for the long term?

By Martin Reeves

10 Jan 2023

4 min read

Cat bonds: worth a fresh look
Martin Dietz
Investment strategy

Cat bonds: worth a fresh look

After a period of lower returns amid mainstream adoption of ILS, four key factors have led to a...
By Martin Dietz
09 Jan 2023
4 min read
Emerging market debt: A reversal of fortune?
Investment strategy

Emerging market debt: A reversal of fortune?

2022 was a gruelling year for many asset classes. Could this year hold better prospects for...
By Raza AghaUday Patnaik
04 Jan 2023
5 min read
Chart of the month: the outlook for the S&P 500 isn’t very merry
Ben Bennett
Investment strategy

Chart of the month: the outlook for the S&P 500 isn’t very merry

History suggests profits will come under pressure next year, leading us to underweight equities.
By Ben Bennett
19 Dec 2022
1 min read