Looking ahead, we expect a relatively healthy pace of growth in the US for the rest of this year and into 2025. Earlier in the summer, we nudged down our growth view slightly due to softer incoming data. Read more here.
Cardano participates and supports a variety of initiatives targeting different actors to address the plastic pollution crisis. One of the latest initiatives we supported was an investor statement calling petrochemical companies that produce plastic polymers to take stronger action towards plastics circularity. Read more here.
A well-organised LDI portfolio is essential for any pension scheme adopting a CDI strategy. Learn about the benefits of integrating bespoke LDI in this article.
The experience of 2022 focused many Trustees’ attention upon the shortcomings of their co-mingled pooled LDI funds. Learn more about Bespoke Liability Driven Investment (LDI) here.
Government intervention in the pensions system seems to be a frequent and favourite pastime in the UK. Indeed, the usual response of the industry to the seemingly perennial tinkering is to groan and ask, politely, to be left alone. However, the current consultation ‘Options for Defined Benefit schemes’ stands out in that it is to be welcomed. Read thoughts from Kerrin Rosenberg, CEO Cardano Investment on the proposals and the impact on the UK economy.
Gillie Tomlinson, Head of Trustee Engagement at Cardano discusses Equality, Diversity and Inclusion in the pensions industry. Drawing on the latest findings from our EDI research with mallowstreet, Gillie looks at the initiatives and trends we are seeing. Read more here.
On 29th January 2024, the Department for Work & Pensions’ (DWP) published the final Occupational Pension Schemes (Funding and Investment Strategy and Amendment) Regulations. We welcome the Regulations but the upcoming Funding Code must clarify unanswered questions. Read our thoughts here.
We recently contributed to Evercore’s 2024 edition of State of the Market. Our article looks at private market impact portfolios and how they should be designed and built.
In our view, investment in fossil fuels and the impact on climate change will remain a major discussion in 2024 but in our mind there are four other key issues and developments that we are likely to see. Dennis van der Putten outlines what we expect to see in 2024.
Fiduciary management is going to continue to evolve to meet the everchanging needs of pension stakeholders. In this outlook article, Patrick Cunningham shares his predictions on governance, the role of bespoke LDI strategies and dual-track options for schemes thinking about their endgame options.
