“Stay alert” – the power of the full investment tool kit
The potential for larger than normal swings in investment markets in either direction is substantial.
4 min readInvesting in Infrastructure
Investing in Infrastructure
Infrastructure provides the ability to invest in a long-term stable asset class with cashflow matching…
6 min readSegregated LDI mandates: comparing to the best pooled LDI funds can do
Segregated LDI mandates: comparing ...
The benefits of a segregated approach to LDI - but what does this mean in…
5 min readHow to avoid being a slave to fashion
How to avoid being ...
William Lough explains how the most important thing from an investment perspective is to avoid…
3 min readSegregated LDI mandates: the ability to tailor
Segregated LDI mandates: the ...
Many people will point to the key benefits of a segregated LDI mandate as being…
5 min readEuropean equities monthly update: Contributing to a better world
European equities monthly update: ...
How the ES R&M European fund is contributing to positive change in the world and…
6 min readSegregated LDI mandates: additional tools
Segregated LDI mandates: additional ...
There are tools available in a segregated mandate that are not available if LDI is…
6 min readA market-leading approach to ESG within equity
A market-leading approach to ...
Good ESG is so much more than a box-ticking exercise. A fiduciary manager who integrates…
4 min readLetting our portfolio companies do the hard work
Letting our portfolio companies ...
A thoughtful reflection on the benefits of finding advantaged business franchises with excellent capital allocators…
4 min readCase Study – seizing an opportunity in credit markets to reduce cashflow risk
Case Study – seizing ...
Cashflow matching credit (CFMC): 2020 was a volatile period for assets, but volatility also brings…
3 min readHow to increase equity market exposure with guaranteed protection
How to increase equity ...
What is structured equity? An investment in a portfolio of equity options traded with a…
4 min readIt’s just plain efficiency
It’s just plain efficiency
The tangible economic benefits of segregated mandates - a segregated approach is the most efficient…
6 min read