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Blog
Natural capital: investing in our planet
Sarah Lochlund takes a deep dive into this investment megatrend, identifying what returns it could hold for well-positioned investors.
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Blog
Multi-asset study: multi-asset credit funds
Sarah Lochlund explores what role multi-asset credit (MAC) funds can play for institutional investors going forward.
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Blog
Secondary markets: a primary asset class in investment portfolios
We're investigating secondary markets dynamics - revealing key insights, challenges, and opportunities for those interested in exploring this space.
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Research
Multi-asset study: our second study of multi-asset funds
Exploring the performance and role of multi-asset funds in today's challenging environment.
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Blog
Equity styles and your unconscious exposure
We analyse the performance of different equity styles amid turbulence of the past few years, what impacts stocks performance, and what the future holds.
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Briefing
Inflation and gilt yields: unravelling the risks and opportunities
This briefing note focuses on how investors may look to adjust their investment portfolios to the changing market environment.
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Blog
High inflation, but no return to the 1970s
Despite inflation increases, this isn't a repeat of the 1970s. We discuss how the situation is likely to progress and what it means for investment portfolios.
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Research
Multi Asset Study: an in-depth analysis of multi asset portfolios
Exploring the performance of multi-asset funds and introducing a new way of understanding how returns are generated by multi-asset portfolios.
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Briefing
Investment Insights: Long-term impact of Covid-19 policy response
The Covid-19 outbreak and the responses put in place to slow its progress have caused extensive disruption to society since December 2019. This briefing note explor…
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Blog
Managing portfolios: what trustees should do now
There will be longer-term considerations around the continued suitability of the investment strategy in light of possible changes in the covenant and funding positi…