Investment strategy

Dynamic discount rates: wider benefits for risk management?
Investment strategy

Dynamic discount rates: wider benefits for risk management?

A dynamic discount rate can help trustees better reflect the true risk of a scheme and make...

By John SouthallDash Tan

10 Jul 2024

5 min read

What Wimbledon tells us about the power of global brands
Elisa Piscopiello
Investment strategy

What Wimbledon tells us about the power of global brands

The sponsorship deals attached to the biggest tennis stars aren't as straightforward as they may...
By Elisa Piscopiello
09 Jul 2024
4 min read
Price momentum: the curious case of market inertia
Jason Lee
Investment strategy

Price momentum: the curious case of market inertia

In the first instalment of a two-part blog, we examine the academic origins of price momentum, an...
By Jason Lee
01 Jul 2024
4 min read
What would a far-right or left-wing government in France mean for OAT spreads?
Investment strategy

What would a far-right or left-wing government in France mean for OAT spreads?

Higher spending plans would likely have an impact on French government bond spreads at a time whe...
By Simon BellAsset Allocation
26 Jun 2024
5 min read
India in focus: countdown to index inclusion
Investment strategy

India in focus: countdown to index inclusion

In the wake of the general election result and with index addition just one week away, we examine...

By Erik Bartolucci

20 Jun 2024

3 min read

Podcast: Fixed income in focus – halfway there
Investment strategy

Podcast: Fixed income in focus – halfway there

As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active...
By LGIMActive Fixed Income
14 Jun 2024
1 min read
60/40 isn’t dead – it just needs a rethink
Francis Chua
Investment strategy

60/40 isn’t dead – it just needs a rethink

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset...
By Francis Chua
04 Jun 2024
5 min read
Capital market assumptions: estimating long-term returns
Investment strategy

Capital market assumptions: estimating long-term returns

How should investors go about setting long-term return estimates across different asset classes?
By John SouthallMartin Dietz
03 Jun 2024
6 min read