While DB schemes invest in a range of illiquid markets, DC schemes are instead highly concentrated.
Panellists discuss the key investment strategy considerations for pension schemes in 2023
Fundamental research can reveal opportunities in the asset class
The reallocation from public to private markets has been one of the most significant portfolio rotations of the past decade.
If the real estate industry is to achieve its net-zero goals, it requires investment at scale without compromising on sustainability.
A proportion of decarbonisation in the real estate sector may be achieved through working smarter rather than incurring greater cost.
Active management is required to promote sustainable outcomes from Real Estate assets; shorter leases enable earlier direct intervention to deliver sustainability improvements.
Where are the challenges and opportunities for DC investors?
Janus Henderson’s Portfolio Managers James Briggs and Tim Winstone look back at previous Eurozone economic downturns for their impact on investment grade corporate bonds and whether parallels exist with today.