Client Outcomes (17)

Buy and Maintain, not Buy and Hold: how we seek to add incremental value
Investment strategy

Buy and Maintain, not Buy and Hold: how we seek to add incremental value

How we aim to capture credit risk premia by actively managing portfolios in response to changing...

By Ozkan Koyun

12 May 2022

3 min read

Credit returns: worth waiting for?
John Southall
Investment strategy

Credit returns: worth waiting for?

How does the rate of return you can expect to earn on corporate bonds depend on the time horizon?
By John Southall
01 Feb 2022
5 min read
What does a CIO do?
Sonja Laud
ESG and long term themes

What does a CIO do?

There are different ways to interpret the role of chief investment officer (CIO), but I believe t...
By Sonja Laud
20 Dec 2021
3 min read
DB de-risking: the merits of monitoring
John Southall
Investment strategy

DB de-risking: the merits of monitoring

There’s a natural asymmetry in defined benefit (DB) pension schemes, compared with defined...
By John Southall
12 Jun 2020
7 min read
Credit before credit is due
Fixed income

Credit before credit is due

The return investors expect for accepting credit risk is often thought of as the credit spread,...

By John Roe

09 Jul 2019

2 min read

falling life expectancy
Investment strategy

falling life expectancy

At first glance, the mortality tables released this year highlight a continued trend of falling...
By John SouthallRobert Pace
21 Jun 2019
4 min read
Raising, running and herding zombies
John Southall
Investment strategy

Raising, running and herding zombies

Are zombie pension schemes a viable option? And if so, how should their investment strategy be...
By John Southall
29 Nov 2018
3 min read
DB scheme health: another way
John Southall
Investment strategy

DB scheme health: another way

The traditional way of looking at pension scheme solvency is in terms of deficits.
By John Southall
27 Nov 2018
5 min read