Defined benefit (DB) pensions schemes have recently been buying equity protection (put options) to reduce downside risk. But could writing puts ever make sense?
With the tide of global risk sentiment tending to lift – or sink – all emerging markets (EM) boats, how do we spot the ‘leaky’ ones?
Direct exposures to real assets offer similar long-term outcomes to listed alternatives, but behave differently in the short-term. In a somewhat deeper dive than is usual on this blog, we ask: how should investors judge these return profiles, alongside liquidity and volatility considerations?
How can women rise to the top of a career in finance? Emma Douglas, LGIM's Head of DC, spills the beans about life, work, and using the untried and untested to broaden your horizons...
Asset managers have engaged in a race to the bottom in recent years, with providers competing to offer increasingly low fees. But what is the true cost?
The response to the Boeing 737 Max 8 issues throws up the question of whether the US is losing its advantage in ability to respond to crises. Is institutional degradation taking its toll?
Overconfidence can be disastrous in investing. Too much focus on one single outlook underplays the risk of other realistic outcomes. But exploring a range of scenarios can lead to better portfolios.