Although 2020 was a challenging year, Aon's Dave Barratt says the bulk annuity market was very resilient, with a well-functioning insurance market, large volumes of business written and 2020 finishing up as the second busiest year on record.
In the first of Schroders ‘Fiduciary Management Insight’ series, Neil Walton, Head of Investment Solutions at Schroders examines why Trustees should be aware of transaction costs and their impact on portfolio returns.
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Though caught between two worlds, fallen angels merit a permanent home in a strategic asset allocation. Discover why
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
But the exclusion of some areas brings opportunity for reform
Colin Fleury, Head of Secured Credit London, says a relatively constructive view for credit markets may seem strange, but there are reasons he believes stress in the markets will be manageable.
Fallen angels have historically delivered excess returns. Here’s how.