Defined Benefit (DB) (99)

LGPS intelligence: Delivering financial and social value through affordable housing
Investment strategy

LGPS intelligence: Delivering financial and social value through affordable housing

With supply constrained and the demand for affordable accommodation looking set to remain robust,...

By James SparshottMichael Adefuye

22 Jul 2024

1 min read

The best versus the rest
John Southall
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

Webinar: Surplus to requirements?
LGIM
Investment strategy

Webinar: Surplus to requirements?

Why surpluses are back on DB scheme agendas.
By LGIM
02 May 2024
1 min read
Stick or switch? Reducing swap-spread risk in the endgame
Ian Blake
Investment strategy

Stick or switch? Reducing swap-spread risk in the endgame

A key question currently on the minds of many DB trustees is how they can best reduce risk relati...
By Ian Blake
30 Apr 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