All Article articles
View all stories of the same content type.
-
ArticleThe UK’s divided market and where to find income
Adrian Gosden discusses what the UK equity market’s divided return profile means for income investing and why he has been studying cash flow statements of small and mid-cap companies.
-
ArticleOutlook 2026: What the new year has in store for the pensions sector
As 2026 begins, Pensions Expert’s special report explores the biggest potential themes for the new year across defined benefit, defined contribution, and investment.
-
ArticleInfrastructure is everywhere in our lives, even when we don’t see it.
It’s the digital connections that link rural communities, the natural spaces being restored for future generations, and the essential services that support us as life changes.
-
ArticleWhat’s the outlook for the global energy transition?
Over the last few years, the narrative around the outlook for decarbonization has been predominately negative. The combination of cost-of-living pressures, tight oil and gas markets, and a swing toward more populism in several parts of the world has deprioritized climate on the political agenda.
-
ArticlePrivate Assets in Focus: What UK Pension Schemes Are Thinking
To ‘take the temperature’ of the industry as it prepares for significant changes, Pensions Expert, in partnership with CACEIS, surveyed representatives from across the pensions sector on private assets and consolidation.
-
ArticleThe investment opportunity in UK Sovereign Innovation
UK pension funds are actively seeking new sources of long-term returns. Against a backdrop of muted public markets and volatile fixed income, one of the most compelling opportunities is hiding in plain sight: homegrown innovation.
-
ArticleReforms for running on DB schemes herald new investment opportunity
In a bid to release billions of pounds for investment in corporate Britain, the government is planning to make extracting surpluses from well-funded defined benefit schemes easier. For the pensions industry, it’s a game-changer that makes running on a scheme a more attractive alternative to buyout.
-
ArticleRenewing the social contract on retirement: Liz Kendall on the Pensions Commission
The work and pensions secretary Liz Kendall addressed industry representatives and the media this week to outline the need for further pensions reform and set the stage for the new Pensions Commission.
-
ArticleThe full text of the Mansion House Accord
The Mansion House Accord was signed by 17 pension schemes and providers as well as the chancellor, the Lord Mayor of London, the ABI and the PLSA.
-
ArticleBalancing infrastructure investment with societal needs
Through roundtable discussions sponsored by GLIL Infrastructure, the specialist investor discussed with Local Government Pension Scheme representatives how the fund’s newest transaction aligns with its objectives while considering its impact on local areas.
-
ArticleInvesting locally: The case for residential housing and venture capital
In this roundtable discussion in association with Schroders Capital, senior figures from across the Local Government Pension Scheme (LGPS) explored local investment themes with residential housing and venture capital investment specialists.
-
ArticleAddressing the housing crisis with Real Estate Debt
The UK has a severe housing crisis with profound social, economic and political ramifications. A chronic shortage of affordable, quality housing has left many people in substandard accommodation or enduring lengthy commutes to work or to see friends and family.
-
ArticleOutlook 2025: Certain uncertainty
Writing an annual outlook can feel like a hiding to nothing. Get it right, and people think it’s luck; get it wrong, and people think you’re a fool, writes Piers Hillier, Chief Investment Officer.
-
ArticleAlpha drivers for deliberately different solutions
In a world where achieving returns with market beta alone is likely to be much more challenging, we believe it’s time to approach investment solutions differently. Explore how combining alpha building blocks in multi-strategy solutions can drive risk-adjusted outcomes for clients.
-
ArticleWhat Trump’s win means for policy, the economy, and markets
November 2024, In the Loop - By Gilad Fortgang, Blerina Uruçi, Timothy C. Murray
-
ArticleBlue bonds could boost sustainability efforts in emerging markets
September 2024, In the Spotlight - By Willem Visser, Tongai Kunorubwe
-
ArticleIt’s Starting! UK Rate Cuts and Their Implications for DB Pensions
Daoyu Chen, CFA, Senior Investment Strategist - 6 June, 2024
-
ArticleRunning on pension schemes – the member considerations
Gerard McKenna, Associate Partner, Aon, explores how the economic events of the past two years have resulted in improved funding levels for many pension schemes - pushing endgame planning high up the agendas of both trustees and sponsors.
-
ArticleMember Options and Support – Looking at the Key Trends
Rebecca Peak, Senior Consultant at Aon, review the findings of Aon’s seventh annual Member Options and Support Survey, which collated the views from nearly 300 UK defined benefit pension schemes.
-
ArticleFive themes at the forefront of a sustainable future
Henning Padberg, co-portfolio manager of Nordea’s Global Climate and Environment strategy, explores how the popularity of climate-positive investing has grown exponentially over the past decade.