Defined Benefit (DB) (89)

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

Video: Bridging the gap to your endgame
Investment strategy

Video: Bridging the gap to your endgame

Lisa Purdy, Head of DB Solutions Distribution, explains the range of choices available for DB...
By Lisa PurdyLGIM
11 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
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
Could valuation metrics appear more valuable than they actually are?
Investment strategy

Could valuation metrics appear more valuable than they actually are?

Hindsight bias is a hazard when seeking to estimate future returns. But in a technical dive into...

By John Southall

14 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
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