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Perspectives

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    2022 began with the hope of reduced market uncertainty: COVID-19 has been on the decline, and a general pick-up in economic activity has been observed. In practice, the year is being shaped by macroeconomic and geopolitical headwinds, and against the prospect of stagflation over the horizon.

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    Traditional covenant reviews involve in-depth analysis from a team of dedicated covenant professionals and are often out of reach of smaller schemes. Given the importance of covenant to member outcomes, and with an increased focus from The Pensions Regulator on covenant, we have developed Discover – making external covenant analysis more accessible.

  • Emma Matthews, NOW: Pensions
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    • Interview
    Reading time: 2 minutes

    In this interview, Emma Matthews, Head of Investment at NOW: Pensions, talks about her interest in pensions, what the future holds for NOW: Pensions and their members and how Cardano and NOW work together.

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    • Thoughts
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    A corporate transaction can have a material impact on the employer covenant, future funding plans and risks faced by a pension scheme. To help trustees navigate such events, we have produced three short videos for you to watch

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    Deal-making set to continue despite headwind. Macroeconomic headwinds, compounded by the invasion of Ukraine by Russia, have led to more caution in the M&A market, both in the UK and globally.

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    ESG Perspectives: A 360° view of key ESG issues and opportunities for corporates in 2022. What does ESG really mean for corporates in 2022? We have teamed up with leading ESG advisors at Hogan Lovells, Georgeson and Kekst CNC to draw together our insights in a guide that provides a 360° response to this question, and to help clients respond holistically to the ESG issues and opportunities they currently face.

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    Reading time: 2 minutes

    The Pensions Regulator (TPR) published its Annual Funding Statement (AFS) setting its expectations of trustees and sponsors for the year ahead. Covenant remains a key focus as trustees are encouraged to focus on current challenges and longer-term risks. Emily Goodridge and Nigel Sillis summarise the key points here.

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    • Thoughts
    • Video
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    As schemes get better funded and more mature, the role of the covenant advisor, and how we all think about covenant, needs to change. It’s no longer about a simple rating, on a scale of weak to strong, it’s about the “so what”. To challenge your thinking on this topic, we have produced four short videos for you to watch.

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    • Thoughts
    Reading time: 4 minutes

    Our model of influence comprises of three key forms of influence, based on how direct an impact these actions have. We believe investors should maximise their influence to achieve real-world sustainability impact.

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    • Video
    Reading time: 1 minute

    Tim Denton, explains how setting you long-term objectives is key when planning ahead for your scheme’s end game.

  • Justin Hatch
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    • Interview
    Reading time: 2 minutes

    An interview with Justin Hatch, Head of Credit, where he explains more about CDI, navigating credit cycles and what plans are afoot.