Bond markets have been on a rollercoaster in 2025. Yields have yo-yo’d, and credit spreads have blown out and snapped back as tariff tensions and geopolitical shifts fuel uncertainty. Against this backdrop, key questions loom: What lies ahead for inflation, rates and consumer sentiment?  Where ar...

In January 2025, Donald J. Trump was re-inaugurated as the 47th President of the United States. That same week, the Virtual Panel hosted a timely event to discuss the potential implications for US equities — a market that, at the time, represented over 60% of global market capitalisation and rema...

AI :  No day goes by without a reflection on its potential, its risks and its ethical and societal impact. Well, there is the investment impact too.  And a HUGE amount to think about. This was a fascinating event.  It is clear, there is much more to talk about than the stratospheric growth in rev...

The alarming damage to ecosystems and biodiversity and climate change are interconnected crises, creating a systemic threat with far-reaching consequences. A vicious cycle ensues as degrading natural habitats diminish CO2 sequestration, while climate change reciprocally worsens the loss of these ...

The evidence is compelling: Members are more inclined to engage with their pensions through sustainable investments that drive real-world change. In this Panel, Annika Brouwer, sustanability specialist at Ninety One outlined the critical role that Emerging Markets play in the transition to renewa...

The industry is innovating beyond simple passive investments and exploring diversification beyond DGFs.  In this panel we looked beyond the standard to modern enhancements in liquid building blocks which can make up 80%+ of member portfolios. Philipp Loehrhoff, Portfolio Manager at Berenberg, del...

For some time, the industry has called for greater innovation in DC investing. The recent Mansion House speech and discussions on Collective DC could mark a pivotal moment for improvement. David Hutchins, Head of Multi Asset Solutions at Alliance Bernstein, explored how AB is modernising portfoli...

A secular shift to a low carbon global economy has resulted in massive capital reallocation and investment in low carbon energy sources. Whilst this brings great opportunities, it threatens displacement for economies and individuals most reliant on carbon intensive industries and energy productio...

2022 was a torrid year for Emerging Market Equity with the index falling nearly 20%. War in Eastern Europe and a strong US% were clear headwinds. China’s increasing dominance of the index also had a huge impact. A belated exit from pandemic lock-downs, concerns on property finance and regul...