Investment solutions

Unlocking surplus: adapting to an evolving endgame
Investment strategy

Unlocking surplus: adapting to an evolving endgame

DB schemes are maturing, but the endgame is in a fascinating state of flux. Here's how we're...

By John Southall

21 Mar 2024

5 min read

Interested in buyout? Strategies for estimating the sensitivity of liabilities to interest rates
Investment strategy

Interested in buyout? Strategies for estimating the sensitivity of liabilities to interest rates

With scheme funding levels rising, we consider how trustees might best go about setting a target...
By Ian BlakeJohn Southall
07 Mar 2024
5 min read
LDI chart update: Is the price now right?
Robert Pace
Markets and economics

LDI chart update: Is the price now right?

The spread of gilts over swaps rose steadily over 2023, as the market made room for supply. The...
By Robert Pace
29 Feb 2024
3 min read
You choose the endgame, we’ll build the bridge
Investment strategy

You choose the endgame, we’ll build the bridge

Buyout, run-on or both? Whatever your scheme's preferred destination, we'll help you construct th...
By Lisa PurdyMathew WebbAysha Patel
27 Feb 2024
4 min read
Assessing the impact of lower life expectancy
Investment strategy

Assessing the impact of lower life expectancy

With many pension funds likely to adopt new longevity assumptions over the coming months, what ar...

By John SouthallRobert Pace

05 Feb 2024

3 min read

Options for equity and derivative strategy
Investment strategy

Options for equity and derivative strategy

How can schemes seek to mitigate downside risk in 2024, while still targeting potential equity...
By Florent HerelleCelia Shen
30 Jan 2024
3 min read
Five strategies to combat sequence risk
John Southall
Investment strategy

Five strategies to combat sequence risk

We look at ways to reduce sequence risk in decumulation but emphasise the importance of consideri...
By John Southall
26 Jan 2024
4 min read
Innovating in credit strategy
Investment strategy

Innovating in credit strategy

Pension schemes are looking for innovative credit solutions ranging from improving environmental...
By John DalyAnne-Marie Morris (née Cunnold)
23 Jan 2024
3 min read