A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit strategies.
Lee Hollingworth, Retirement & DC Solutions Director, explores the future adequacy problem facing the UK DC system, and how an active approach to fixed income investing could help improve retirement outcomes.
How integrated research, portfolio management and trading can help uncover overlooked risks and opportunities, turning insight into action and supporting more consistent alpha generation.
The Cost of Comfort: Rethinking Investment Governance in a New Era of Endgame
With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific, we think EM investors will be beneficiaries of the global race for resources.
Seema Sopal, ABS Fund Manager, discusses how the team look to deliver resilient returns and uncover global opportunities, and how the market may develop for investors in the year ahead.
When capturing the potential that private markets could offer defined contribution schemes, trustees need to ensure they have absolute clarity on fees, fund structures and liquidity, says BlackRock’s James Rowe.