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.
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.
Opportunity knocks for fixed income investors who are not forced to ‘hug’ market indices.
Duration is a key consideration for bond investors. But it’s far from the whole story.