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Credit investing - bias beware as the cycle turns

Josh Lohmeier - 20 SEP 2018

A sound portfolio construction process is critical to avoiding the pitfalls of behavioural biases, which will become all too apparent as the credit cycle turns, argues Josh Lohmeier.

Fixed income

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Balancing liquidity and flexibility: a DB de-risking dilemma

John Dewey - 13 SEP 2018

As transfers out of UK Defined Benefit (DB) pension schemes reach record levels, John Dewey assesses the implications for pension schemes with alternative income allocations.

Global investment solutions

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Demographics key to the future of real estate

Francois de Bruin - 05 SEP 2018

Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.

Global Real estate

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Structured finance: opportunities for institutional investors in the post-crisis world

- 23 AUG 2018

In our latest alternative income update, we look at opportunities in structured finance as stringent capital requirements continue to rein in banks’ activities in certain areas, including long-term lending and derivatives.

Global investment solutions

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Interesting times: the advantage of active fixed income

- 22 AUG 2018

Opportunity knocks for fixed income investors who are not forced to ‘hug’ market indices.

Fixed income Multi-strategy

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GDP: time for reform?

- 22 AUG 2018

Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies – and some experts are calling for reform.

Global Economic research

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Not just about duration: the benefits of a multi factor approach to fixed income

- 22 AUG 2018

Duration is a key consideration for bond investors. But it’s far from the whole story.

Fixed income Multi-strategy