Cashflow-driven investing (CDI) is about meeting the outcome that matters most to pension schemes - being able to pay out liabilities as they fall due.
Steel is essential in today’s world, and it will be just as essential tomorrow – much of the technology to create a zero-carbon future will use steel in its construction. Yet steel production itself is a highly polluting activity.
Andrew Mulliner remarks on the substantial surge in core US CPI inflation in April and explains why he does not consider this a change in the secular inflation regime
Kim Crabtree looks at the important role of active management in defined contribution schemes
From tragedy comes unity and a commitment to improve
Find out what other investors expect for the economy, inflation and bond yields; what the implications are for investors; and areas of fixed income worth considering.
This article is from AllianceBernstein’s Q1 Edition of AB IQ.