As the market consolidates, what does it mean for members and trustees?
Artificial intelligence, energy security and strategic resources are putting emerging markets at the centre of some of the world's most important investment themes.
How credit allocations can complement LDI under a variety of strategic endgame pathways
With many of the key inputs for AI infrastructure and renewable energy located in emerging economies across Latin America, Africa and Asia-Pacific, EM investors stand to benefit from the global race for resources, says Jan de Bruijn, Client Portfolio Manager at Robeco.
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.
How integrated research, portfolio management and trading can help uncover overlooked risks and opportunities, turning insight into action and supporting more consistent alpha generation.
BlackRock's Massi Delle Donne explains how CDC could bear greater fruit for pension savers
John Kerschner and Ian Bettney from Janus Henderson’s Global Securitised Team examine how CLOs and other securitised assets have weathered recent volatility, and why selectivity and active management remain central to capturing opportunities across the market.
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.