We live in uncertain times : Geopolitical tensions and conflict, sticky inflation, and questions over Fed independence have left markets on edge and investors quizzing positioning for a new world order. Typically, Fixed income provides a risk-off portfolio ballast and a reliable income stream, b...

Say it quietly… after years in the doldrums, could the UK stock market finally be back in the game? 2025 saw a major resurgence, with returns well over 20%, comfortably ahead of the US market poster child.  The momentum continued into 2026, with the FTSE 100 powering past the psychological 10,00...

The global economy is operating in an increasingly uncertain environment.   Major geopolitical events roll in weekly, Fed independence may be under threat and the billions being pumped into the AI build-out bring much debate on implications for the job market and trade. Despite this, equity mark...

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...