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Financial Advice
What about the risks of credit events?
Bonds are back and investment grade bonds make more sense than short-dated government debt.
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Pensions
Pensions accounting trends
Observed market practice on pensions accounting assumptions.
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Pensions
Should DB schemes learn from insurers?
With funding levels increasing materially over the last year, should DB pension schemes start investing like an insurer?
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Financial Advice
The spectre of stagflation has become a real risk in the UK
How to position fixed income given the Bank of England's limited options.
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Financial Advice
Global Asset Allocation: The view from the UK
Discover the latest global market themes.
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Financial Advice
LGFVs: a growing risk for China’s economy?
Credit events may occur though we think systemic bank risk is remote.
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Financial Advice
How does a strategy stand out from the crowd?
The combination of growth and resilience are attributes highly sought after by investors.
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Pensions
OCIO vs fiduciary management
OCIO and fiduciary management may appear similar but their differences have significant implications to investors.
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Financial Advice
Is now the time to invest in Greek banks?
Stronger Greek banks and other financial names in emerging EMEA are exciting long-term opportunities.
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Investment Management
UK equities: tiptoeing back in the fold?
The UK has more excellent companies than many imagine.
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Investment Management
Q&A: What does India offer that China cannot?
Structural tailwinds present a significant growth opportunity.
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Financial Advice
Opportunity in fixed income gives investors reason to cheer
Rising market volatility, climbing interest rates and inflation, are exposing some exciting areas of opportunity for active fixed income investors.
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