Last year was driven more by investor behaviour than the market cycle. In the Asset Allocation team we try to understand this behaviour, often taking contrarian positions to deliver results for our clients.
By working with Capital Markets specialists, investors can trade in and out of ETFs more efficiently than they may realise.
TIPS (Treasury Inflation Protected Securities) are US inflation-linked bonds, but should they also play a role in UK defined benefit (DB) schemes’ portfolios? Our new research challenges some conventional assumptions about inflation hedging a DB scheme, and explains how TIPS could help reduce risk as well as boost returns.