Newton Investment Management's Lloyd McAllister looks at how an active approach could help DC schemes to tackle climate change
Professional Pensions spoke to Natixis Investment Managers about a recent survey of over 60 defined contribution (DC) plans in the UK which found that many DC schemes have both the liquidity and the positive intention to invest in illiquid assets.
High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.
Newton’s Julian Lyne says ESG is critical in these pandemic times
Two big themes are preoccupying investors right now: risk and recovery. Here Alastair Greenlees, senior investment strategist at Kempen, gives us the latest update on the economic impact of the Coronavirus. In it he argues that while short term fluctuations can be concerning, it’s important to keep an eye on the longer-term.
In this Q&A, Eaton Vance high-yield experts provide an update on market movements and changes in the macro environment and offer their thoughts on investment opportunities at this juncture.
The COVID-19 pandemic is likely to accelerate this shift, requiring investors to understand the value companies have been creating for and extracting from all stakeholders.
Financial turbulence has rocked economies across the globe forcing investors to adapt new strategies for the uncertain times ahead.
Credit fundamentals have worsened since the market sell-off began, although central banks could provide some companies with a soft landing and many firms have drawn on their credit lines in a bid to stay afloat. In our latest edition of 360°, we discuss the uptick in defaults and downgrades and consider what this means for fixed-income markets.