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Perspectives

  • Posted in category:
    • Advisory
    Reading time: 2 minutes

    Defined Benefit (DB) pension schemes remain a key stakeholder in corporate transactions. Nick Gibson, Senior Director at Cardano discusses three key takeaways to unlock value when considering M&A deals involving DB schemes.

  • Posted in category:
    • Investment
    Reading time: 3 minutes

    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.

  • Posted in category:
    • Advisory
    • Investment
    Reading time: 3 minutes

    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.

  • Posted in category:
    • Advisory
    • Sustainability
    Reading time: 3 minutes

    Sustainability factors are an ever increasing part of trustees’ strategy and planning, as well as an increasing risk to the insurers themselves. Read our insights on the insurer transparency / sustainability challenge.

  • Posted in category:
    • Investment
    Reading time: 1 minute

    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.

  • Reading time: 1 minute

    Our new Equality, Diversity and Inclusion (EDI) report, in partnership with mallowstreet is available to download now. 120 UK pension funds and professional trustee service firms were surveyed to understand how EDI considerations feature in decision-making, the challenges encountered and where improvements can be made.

  • Posted in category:
    • Investment
    • Sustainability
    Reading time: 3 minutes

    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.

  • Posted in category:
    • Advisory
    Reading time: 2 minutes

    The risk-transfer market continues to build momentum across its various products. With new entrants expected in 2024 and a supportive regulatory backdrop, the risk transfer market is set to be one of the most dynamic corners of the DB pensions industry this year.

  • Posted in category:
    • Investment
    Reading time: 2 minutes

    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.

  • Posted in category:
    • Investment
    Reading time: 3 minutes

    Read all about our thoughts on the equity market, the outlook for government bonds and credit markets for 2024, as part of our outlook series.

  • Posted in category:
    • Investment
    Reading time: 2 minutes

    2023 proved to be a curious year for the global economy and despite rising geopolitical risks and the cost-of-living crisis, the global economy remained resilient. Unfortunately, the outlook for 2024 is a little bleaker and investors need to be both patient and cautious. Shweta Singh explains more in this outlook article.