Is human capital bond-like or equity-like? LGIM examine the research and consider how it could inform investment strategy.
Liquidity in fixed income markets has become more challenged given the fall-out from liability-driven investment (LDI) selling. With recession and energy crisis worries, Janus Henderson Investors' Head of Loans, David Milward discusses whether loans can continue to show resilience through the market volatility.
As conflict continues in Ukraine, Richard Bullock, senior strategist, geopolitics, at Newton Investment Management, assesses the potential implications for DC investors of evolving Sino-Russian relations.
Tom MacAulay from Legal & General's PRT Client Solutions team discusses how Assured Payment Policies can offer material benefit to those pension schemes that have seen funding level improvements, but can't yet afford buyout.