Investment solutions

The best versus the rest
Equities

The best versus the rest

How unusual is regional outperformance in equity markets?

By John Southall

05 Jun 2024

3 min read

What a Labour win could mean for gilts
Markets and economics

What a Labour win could mean for gilts

Investors are weighing the implications for government borrowing following the UK election expect...
By Alex MackGuy Whitby-SmithAsset Allocation
22 May 2024
3 min read
LDI chart update: Value is in the eye of the bondholder
Robert Pace
Markets and economics

LDI chart update: Value is in the eye of the bondholder

Although headline real yields trade around 1.5%, average forward real yields post-RPI reform (aft...
By Robert Pace
13 May 2024
2 min read
Investing for the endgame at low spreads
Investment strategy

Investing for the endgame at low spreads

As credit spreads have tightened, what could this mean for endgame investors' investment...
By John SouthallRobert Pace
08 May 2024
5 min read
CDS: A credit-sensitive subject
Investment strategy

CDS: A credit-sensitive subject

What are the considerations when sizing credit default swaps (CDS) in your credit hedging...

By John SouthallIan Blake

18 Apr 2024

1 min read

Unlocking surplus: adapting to an evolving endgame
John Southall
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
LGPS Intelligence: Options for mitigating equity risk
Investment strategy

LGPS Intelligence: Options for mitigating equity risk

With LGPS funding levels much improved and US equities near all-time highs, what options do LGPS...
By James SparshottRobert Pace
13 Mar 2024
1 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