COVID-19: Will credit markets remain open for business?
1 May 2020
While concerns around credit market liquidity have been rising since the global financial crisis, the COVID-19 sell-off has highlighted how fragile liquidity can be during periods of real stress. Colin Purdie discusses the short- and long-term implications for investment grade and high yield credit globally.
RPI may be flawed, but changes shouldn’t cost pensioners and investors
16 Mar 2020
With the start of the consultation for proposed changes to the measurement of inflation in the UK, we look at the likely impact to asset classes, the assets most affected, and the key issues investors should be aware of.
Five charts that will make you think differently about retirement
23 Aug 2019
Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape.
Self-sufficiency for pension schemes: Keep on running?
28 May 2019
Boris Mikhailov and Matthew Graham look at the benefits and risks for pension schemes targeting self-sufficiency.
The future of retirement
28 Feb 2019
The idea that in one’s sixties it might be time to step out of work and retire into a life of leisure is relatively recent. But with more people living longer, expectations of retirement are being reshaped.
Ethics and Alpha
7 Nov 2018
In search of clarity, we set out to provide a wayfinding tool for investors by trawling through the academic literature, interviewing the experts and contrasting the theory with reality. And while our focus is on equity markets, we also touch on some of the key factors to consider in fixed income and real assets.
The AIQ Podcast: Ethics & Alpha
7 Nov 2018
In this latest episode of the AIQ Podcast, we interview Steve Waygood, Chief Responsible Investment Officer, in search of some clarity on investing responsibly.
Conference calls: a snapshot of investors’ views on the big issues
23 Oct 2018
Attendees at Aviva Investors’ annual institutional investor conference gave their take on some of the key themes impacting pensions schemes, from ESG to asset allocation shifts.
Balancing liquidity and flexibility: a DB de-risking dilemma
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.
The AIQ Podcast: Beyond the cave
10 Jul 2018
This latest episode of the AIQ Podcast investigates how behavioural finance is being transformed by data science.
Beyond the cave: behavioural science meets data science
10 Jul 2018
The idea unconscious biases influence decision-making in financial markets is nothing new. But behavioural finance has taken on new relevance in the age of Big Data and artificial intelligence.
The AIQ Podcast: Who wants to live forever?
11 Jun 2018
This latest episode of the AIQ Podcast, we look at the implications of increasing life expectancy for individuals, companies and policymakers. Specifically, we’ll look at what this means for the advisory, pensions and insurance industries.
Pension schemes: bond discounting is not the problem
27 Sep 2017
Deficit challenges facing defined benefit pension schemes have persisted in recent years. A new approach is required, but it relates to investment decision-making rather than measurement of liabilities, argues John Dewey.
Cashflow-driven investing: a new approach for reliable, predictable income
15 Dec 2016
In the current environment for liability hedging, maturing defined benefit pension schemes should look at alternative strategies, including cashflow-driven investing, writes John Dewey.
Don't discount Solvency II
12 Oct 2016
Solvency II was written for insurers, but its risk management and valuation ethos can benefit UK pension schemes, writes John Dewey
Unlevered infrastructure: challenging convention
10 Oct 2016
Pension schemes looking for low risk inflation-linked cashflows offering the potential to generate significantly higher yields than index-linked gilts should take a closer look at unlevered infrastructure strategies.