Thomas A. Edison said "to have a great idea, have a lot of them".
Our investment team has certainly come up with some fascinating ideas recently. Many of these are applicable to a wide range of different investors; others are a little more esoteric, but hopefully show the breadth of our research.
Ideas and views in this edition
Emerging markets - why they aren't broken
Real yields hit all-time lows, where to from here?
Real assets - our pick 'n' mix approach
Illiquids in DC
Trend following - chasing returns
Convertible bonds - heads I win, tails I don't lose
Also inside - our experts provide their views on markets and macroeconomic outlook, climate risk, buy-ins and the new investment guidance from The Pensions Regulator. Our content round-up includes topical thinking on liability-driven investment and investment funds.
How we can help
Our team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.
We help employers and trustees design investment strategies that achieve better outcomes for members.
We identify and research investment managers that can generate the performance our clients expect.
We help our clients understand and implement responsible investment principles.