Bruno Bamberger says the decision between strategies isn’t clean cut
Strategy seeded with £127m of capital provided by Aon
Mathew Webb says schemes are looking to manage regret risk as they look to endgame
What happens when buyers become sellers? We see a significant shift in the UK gilts market as key buyers including pension funds, the Bank of England and insurers are now turning into "net sellers" of these assets.
US budget deficit may mean yields stay higher for longer
Traditional assets may be sufficient in today’s conditions
Modest rate cuts would be justified in this scenario, says US investment giant