Lee Hollingworth, Retirement & DC Solutions Director, explores the future adequacy problem facing the UK DC system, and how an active approach to fixed income investing could help improve retirement outcomes.
How integrated research, portfolio management and trading can help uncover overlooked risks and opportunities, turning insight into action and supporting more consistent alpha generation.
The Cost of Comfort: Rethinking Investment Governance in a New Era of Endgame
With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific, we think EM investors will be beneficiaries of the global race for resources.
When capturing the potential that private markets could offer defined contribution schemes, trustees need to ensure they have absolute clarity on fees, fund structures and liquidity, says BlackRock’s James Rowe.
Historically, the US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets. When blended into LDI portfolios there is the opportunity to enhance collateral waterfall liquidity...