In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.
Industry Voice: Economic policy or economic growth? What matters most for sovereign bond quality and performance? See Eaton Vance's latest report
In this paper, Marshall Stocker, Ph.D, CFA, explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults, paying particular attention to the determinant role that economic policy plays.
Flexibility means having the freedom to invest strategically across fixed-income markets. In this paper, we look at how flexible strategies generate returns by allocating capital and risk across the credit spectrum.
Deficit contributions and favourable asset returns in recent years have led to improved funding positions and our analysis suggests buying out scheme liabilities with an insurer is now a realistic medium-term goal for the majority of FTSE 350 companies...
As monetary policy seems almost exhausted, could fiscal easing kick-start growth and take us out of the low rate, low growth environment that we have been in for 10 years?
2018 was a testing year for master trust investment performance. Michael Ambery looks at how different strategies fared during a difficult 12 months
Professional Pensions takes a look at how the master trust market is evolving in light of the authorisation regime and asks what the future could hold
Driven by an increase in corporate bond yields and the continuing payment of deficit contributions, 2018 was a positive year for the disclosed financial position of the FTSE 350's defined benefit (DB) schemes, with the aggregate deficit decreasing from...
Corporates must place greater emphasis on their schemes' endgame target, says Barnett Waddingham.
In recent years there has been a sharp uptick in the number of UK DB pension scheme trustees implementing fiduciary arrangements. Indeed, this is not a coincidence given the current investment environment trustees are facing.
The current US economic expansion is now the longest in modern history, and investors globally will be seriously contemplating the end of the credit cycle.
Schemes must beware serial disruptors including China, populism and demographics, says PIMCO.
In the second of a two-part series, Russell Lee (left) and Tom MacAulay (right) from Legal & General's Pension Risk Transfer business look at pension consolidation vehicles (PCVs) from an insurance perspective
Asset-backed securities are an under-utilised market for many pension funds but TwentyFour Asset Management partner Ben Hayward outlines what to look out for.
Steve Waygood, chief responsible investment officer at Aviva Investors, takes an in-depth look at the relationship between responsible investing and performance.
Industry Voice: Star CEOs are bringing into question what makes a good leader in a flatter, networked world. We explore what this means for the overall governance of companies
Industry Voice: Sponsored by PIMCO
Better long-term results for investors may be possible through a multi-sector approach to credit, says PIMCO.
Slowing global growth and rising downside risk means reliability of return will be key, says Aberdeen Standard Investments head of diversified multi-asset Mike Brooks.
At the recent Risk Reduction Forum, hosted by Professional Pensions, Schroders' Hannah Simons discussed how cashflow driven investment can provide greater confidence of achieving a strategic goal
Industry Voice: A fiduciary management approach gives trustees a richness of information you can't get with a standard adviser approach, especially in times of market uncertainty, explain Russell Investments' David Rae and Paul Wharton