With volatility likely to persist, an active approach remains critical
Vishal Hindocha, global head of sustainability strategy, and Carol Geremia, head of global distribution at MFS discuss the dangers of “long-term washing” and explore how investors can balance short-term accountability with creating value using a long-term...
Institutional investors’ thinking about risk allocation has been dominated for some time by traditional beta sources, mainly long exposure to equities and bonds.
While DB schemes invest in a range of illiquid markets, DC schemes are instead highly concentrated.
Fundamental research can reveal opportunities in the asset class
The reallocation from public to private markets has been one of the most significant portfolio rotations of the past decade.
Where are the challenges and opportunities for DC investors?
Janus Henderson’s Portfolio Managers James Briggs and Tim Winstone look back at previous Eurozone economic downturns for their impact on investment grade corporate bonds and whether parallels exist with today.