Investment strategy

Commercial real estate: the best and the rest
Investment strategy

Commercial real estate: the best and the rest

Some sectors in commercial real estate may prove surprisingly resilient.

By Bill Page

30 May 2023

2 min read

Have a nice flight: Retirement runways and the danger of landing too soon
Investment strategy

Have a nice flight: Retirement runways and the danger of landing too soon

When might caution in retirement glidepaths be just too risky? We look at different de-risking...
By Alex TurnerJesal Mistry
25 May 2023
5 min read
Expect the unexpected: the importance of active asset management in private credit
LGIM
Investment strategy

Expect the unexpected: the importance of active asset management in private credit

How do asset managers in the private credit business manage challenging situations?
By LGIM
19 May 2023
4 min read
Gentle glidepaths for foggy funding levels
John Southall
Investment strategy

Gentle glidepaths for foggy funding levels

Trustees, as the 'pilots' of DB schemes, need to plan how they're going to 'land' at buyout. One...
By John Southall
18 May 2023
4 min read
Why London still rules when it comes to housing
Investment strategy

Why London still rules when it comes to housing

As the capital continues to see the strongest residential demand in the UK, ongoing supply/demand...

By Michael Adefuye

12 May 2023

4 min read

A magical bag: The private credit asset classes
Stuart Hitchcock PhD MBA
Investment strategy

A magical bag: The private credit asset classes

In the third blog of our series on private credit, I make a cinematic return to explain some of t...
By Stuart Hitchcock PhD MBA
10 May 2023
4 min read
A rising tide? An update on onshoring
Investment strategy

A rising tide? An update on onshoring

We examine the potential drivers of onshoring and its implications for the UK real estate equity...
By Bill PageJonathan Leclercq
05 May 2023
4 min read
Diversification: Looking back, to move forwards
Investment strategy

Diversification: Looking back, to move forwards

Bonds and equities are moving in different directions again. But can this negative correlation...
By Chris FranklinTim Armitage
04 May 2023
5 min read