Additional fiscal stimulus likely, tax hikes uncertain.

This year has been one of the most turbulent periods for many pension scheme trustees. Those best able to navigate their way through it, have had strong governance in place, with their decision-making guided by a focus on achieving their long-term strategy. In the current market this is often easier said than done.

How APPs can create a more secure de-risking path

Kempen Outlook 2021

Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, considers the question vexing investors in the latter part of 2020.

The Covid-19 shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.

Crisis causes change. We know this both as human beings and as experienced global investors. The 2008 global financial crisis (GFC) led to a reckoning in how businesses were run, especially in financial services. The GFC ultimately redefined fiduciary...

Columbia Threadneedle Investments' Chris Wagstaff considers how asset owners might best approach climate change risk management by adopting a number of non-mutually exclusive mitigating actions to address transition and physical risks.