The US economy is on course to do better than Europe post-lockdown, thereby supporting US equities but raising inflation worries, according to economists.
The majority of schemes are now using cashflow-driven investment (CDI) strategies as closures drive up the number of pensioners, AXA Investment Managers (AXA IM) research finds.
Partner Insight: For many investors, bonds represent only a 'safe haven' or 'low yielding' type of investment. But not all bonds represent safety, and there are many types of bonds that are able to provide a steady or high yield in all sorts of interest...
Partner Insight: The dangers of having too much debt in the economy are many, and as global debt hits a trillion-dollar high there are fears we could heading for a repeat of the global financial crisis.
Lisa O'Connor has joined Lazard Asset Management London as head of UK consultant relations.
Jonathan Crowther and Sebastien Proffit say schemes need to prepare their portfolios to deal with increased cashflow requirements.
AXA Investment Managers (AXA IM) has promoted Franz Wenzel to institutional solutions strategist.
Historically UK pension funds have been behind the curve when it comes to integrating ESG issues into investment decision making. However, Lynn Strongin-Dodds believes this is changing.
While many hope a Brexit can be avoided the result is currently too close to call. Helen Morrissey looks at the potential impact of a decision to leave the EU.
After several years of trying to close its deficit the National Express Group Staff Pensions Plan decided to take a new approach. Helen Morrissey finds out more.