industry views

Have DC schemes and master trusts been unfairly criticised for being too focused on fees and efficiency?

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

What are the barriers to safe autonomous driving?

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

We discuss the challenges of accounting for goodwill.

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

We discuss how investors assess and monitor acquisitions.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

The importance of (and challenges with) valuing intangibles.

We assess the evolving market landscape of the music streaming industry.

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Why cooperation on reducing carbon emissions must be truly global.

Tackling climate change: How did we get here?

Why we believe tax is under-analysed, and how it informs our broader view of governance.

We discuss how the pandemic has distorted standard valuation measures.

Making the case for revisiting companies’ cash flow statements.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

We discuss the pandemic’s lasting legacy on the energy sector.

Why we believe a further reduction in the DC charge cap would be detrimental to members’ outcomes.

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We give you the lowdown on the most pressing ESG concerns during this pandemic.

How can pension schemes and asset managers keep up with a disruptive and fast-moving investment backdrop?

Our candid thoughts from the 2019 PRI in Person conference.

We discuss the new revenue recognition standards.

The DC millennial challenge and some (but definitely not all) solutions

How can individuals shackled with personal debt be encouraged to save for retirement?

With further reforms to implement, and markets trending higher, what is next for the DC pensions sector?

The structural growth story in global Chinese tourism could run for decades.

Why have previously fast-growing Middle Eastern airlines suffered a marked slowdown this year?

What can UK DC schemes learn from the US about managing litigation risk?

The lack of innovation in the post-retirement market remains disappointing...

Why we believe a business run for people is best run by people.

Could lessons from abroad help overcome the challenges in the UK DC market?