Investment strategy

We’ve got the (pricing) power
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

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
Striving to make index strategies net-zero heroes
Fadi Zaher
Investment strategy

Striving to make index strategies net-zero heroes

Index strategies can offer clearly-defined decarbonisation pathways that may help to avoid climat...
By Fadi Zaher
28 Jul 2022
6 min read
No country for old(er) women? Even female-dominated sectors witness gender pension gap
Rita Butler-Jones
Investment strategy

No country for old(er) women? Even female-dominated sectors witness gender pension gap

Regardless of where they've worked, women's retirement savings are likely to be substantially les...
By Rita Butler-Jones
27 Jul 2022
4 min read
What dendrograms and clustering algorithms can tell us about equity markets
Investment strategy

What dendrograms and clustering algorithms can tell us about equity markets

Much like a family tree shows how closely related family members are, a dendrogram can reveal the...

By Patrick Greene

12 Jul 2022

3 min read

Market volatility got you hot under the collar?
Investment strategy

Market volatility got you hot under the collar?

The rise in volatility and interest rates has, in our view, increased the relative appeal of equi...
By Iisha WilliamsCelia Shen
05 Jul 2022
4 min read
ETF misconceptions: three myths busted
Tamara Osei-Agyemang
Investment strategy

ETF misconceptions: three myths busted

In the first instalment of a three-part series, we unpick three common ETF misunderstandings.
By Tamara Osei-Agyemang
01 Jul 2022
4 min read
Gold hasn’t lost all of its shine
Emiel van den Heiligenberg
Investment strategy

Gold hasn’t lost all of its shine

While the precious metal appears expensive on valuation grounds, heightened risk aversion has led...
By Emiel van den Heiligenberg
17 Jun 2022
3 min read