Latest articles from Henry Smith

Consultants advise diversification as recession fears mount


As recession fears rise, investment consultants are advising institutional clients to ensure their portfolios are well diversified to reduce downside risks. They also advocate a degree of dynamic asset allocation in a bid to capitalise on changing market conditions.

Consultants advise asset owners to protect against tail risk


Amid high inflation, market volatility and mounting fears of recession, investment consultants are advising asset owners to consider implementing some form of tail-risk protection, while urging them to first focus on building well-diversified investment portfolios that could protect against downside risks.

Schemes target sustainable alternative investments


Analysis: UK pension schemes are among the institutional investors across Europe that have maintained a strong focus on alternatives, particularly infrastructure, as investment activity picked up in November, according to MandateWire data.

LDI fund managers look to lower leverage in wake of market turmoil


Managers of liability-driven investments are likely to reduce the level of leverage used in their funds in the aftermath of the Bank of England’s intervention, investment consultants say.

UK asset owners step up search for income in alternatives


UK institutional investors showed an increased appetite for income-generating alternative asset classes last year amid an ultra-low and negative interest rate environment.

How to unlock inflation linkage from long-lease

The long-lease property market is starting to diversify beyond supermarkets, opening up further opportunities for schemes to access inflation linkage, finds this feature from our The Specialist investment series.

Circling vultures get mixed reception from consultants

Preying on weaker assets, vulture funds offer investors a different approach to property investment. This feature from our The Specialist series investigates whether the risks inherent in this strategy make it a sensible course for pension schemes to take.