Private pension (DB)

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Why sustainable food systems matter to investors

Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities. 

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Article
2024-09-30
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Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value. 

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Article
2024-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Could Japan face a UK-style pension crisis?

Investment Director Masahiko Loo explores the risks of Japan facing a UK-style pension crisis and identifies fundamental reasons that make Japanese pension funds inherently less vulnerable. 

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Quick Take
2024-01-31
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After the UK sell-off: what’s next for global markets and investors?

Co-Head of Investment Strategy Natasha Brook-Walters and Head of Macro Strategy John Butler discuss the implications of the recent sell-off in UK markets for global markets and investors.

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Article
2022-12-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
return seeking portfolio construction
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Return-seeking portfolio construction: Renovations for a new market regime
Amid major shifts in economic and market conditions, members of our LDI Team offer their latest views on return-seeking assets, including the role of defensive and diversifying strategies.
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Article
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Time to rethink your return-seeking allocation?
Multi-Asset Strategist Amy Trainor explains why corporate defined benefit plans may want to consider structural allocations to defensive equities and diversifiers.
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2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Cash-balance and traditional liabilities: An integrated investment approach
For corporate defined benefit plans juggling both cash-balance and traditional liabilities, Multi-Asset Strategist Amy Trainor makes a case for a more targeted investment approach.
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Article
2023-09-30
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Cash-balance liabilities: A new investment framework
A cash-balance plan is very different from a traditional pension, and the differences can have a major impact on interest-rate sensitivity. With this in mind, we propose a focus on capital preservation, consistent income, and liquidity.
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Article
2023-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.