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Perspectives

  • 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.

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

    For a pensions market that is all but closed to new members, defined benefit (DB) pension schemes and perhaps primarily the Government, are not resting on their laurels. In this outlook article, Kerrin Rosenberg outlines what the year has in store for UK DB pensions.

  • Posted in category:
    • Advisory
    • DC
    • Investment
    • Sustainability
    Reading time: 1 minute

    We are pleased to share the following insights from across our Group – Cardano UK (Advisory and Investment), Cardano NL, and NOW: Pensions – looking ahead to what’s in store for 2024.

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

    Stewardship can be defined as the use of influence in pursuit of an outcome. Stewardship comprises engagement and voting, but also involves using these tools in tandem with each other as a form of escalation. Here’s our 10-point plan for achieving effective stewardship.

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

    This quarters Covenant Quarterly edition features articles on alternative de-risking, third-party ESG rating divergence, ‘Ask the Analyst’ which features what is upcoming in 2024, and an overview of the Autumn Statement 2023.

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

    In this approaching endgame differently video series, we outline the different types of pension scheme risks and how Cardano can help you deliver the right risk solution. 

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

    Clara’s first consolidator transaction is a significant milestone for the pensions industry. This deal moves the goalposts and gives another alternative to buyout much needed credence. What does this all mean for pension schemes and endgame?

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

    While it’s true that many companies are currently enjoying record pension scheme surpluses, many other schemes are facing significant pension deficits and weaker covenants. As the cost of debt refinancing climbs, those problems will only intensify.

  • Reading time: 2 minutes

    In this report, we explore private credit beyond income and towards impact. We discuss what is private credit, why private credit and what impact investing is in the context of private credit.

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

    In our latest Covenant Quarterly, we discuss the Chancellor of the Exchequer’s first Mansion House speech. We also cover debt maturities, the ISSB framework and the implications of funded reinsurance.