Overview

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Insights

6 März 2025

Adil Gulamali

Client Director, UK Institutional

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

LDI differentiator: the holding of third-party funds

Why pension schemes need to consider this under-discussed – and important – factor when structuring their LDI portfolio frameworks.
5 März 2025

Steven Bell

Chief Economist, EMEA

What’s next for markets?

Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
4 März 2025

Michael Laskin

Senior Analyst, Fixed Income

Michael Guttag

Senior Equity Portfolio Manager

Watch the US dollar and Treasury yields to understand the potential effects of tariffs

Move beyond the headline noise to assess the investment implications.