Investment strategy

What lies ahead for DB schemes?
Investment strategy

What lies ahead for DB schemes?

In this outlook we set out key themes for the year ahead, including renewed focus on credit...

By Guy Whitby-SmithRobert Pace

10 Jan 2024

3 min read

Is global instability fuelling DC pension member thirst for illiquids?
Jesal Mistry
Investment strategy

Is global instability fuelling DC pension member thirst for illiquids?

They might be unfamiliar with the term 'illiquids', but our recent research [1] suggests that mos...
By Jesal Mistry
04 Jan 2024
1 min read
DB schemes: Is credit the answer?
Investment strategy

DB schemes: Is credit the answer?

Whether the target is buyout, low-risk self-sufficiency or surplus generation through run-off, we...
By Will RileyAnne-Marie Morris (née Cunnold)
02 Jan 2024
3 min read
Gold or broad commodity exposure: which is the better diversifier?
Investment strategy

Gold or broad commodity exposure: which is the better diversifier?

We've run the numbers to see how the two compare in terms of inflation hedging and offsetting...
By Aude MartinMichael Stewart
18 Dec 2023
3 min read
Rethinking collateral: a role for corporate bonds?
Investment strategy

Rethinking collateral: a role for corporate bonds?

Recent market and regulatory developments have resulted in significantly higher collateral headro...

By Robert PaceAnne-Marie Morris (née Cunnold)

12 Dec 2023

3 min read

Cyber security growth, AI and valuations: a story in three charts
Elisa Piscopiello
Investment strategy

Cyber security growth, AI and valuations: a story in three charts

Three charts tell the story of growth opportunities in the cyber security market.
By Elisa Piscopiello
06 Dec 2023
1 min read
Finding an edge in commodities: a tale of two futures curves
Investment strategy

Finding an edge in commodities: a tale of two futures curves

In the second instalment of a series on backwardation and contango, we consider the differing...
By Aude MartinMichael Stewart
05 Dec 2023
3 min read
Podcast: Will illiquid investments help or hinder DC pensions?
Investment strategy

Podcast: Will illiquid investments help or hinder DC pensions?

Illiquid assets may be the talk of the DC town right now, but how can we use them to help maximis...
By LGIMAsset Allocation
01 Dec 2023
1 min read