The role of absolute return bonds in LGPS investment strategies Paul Myles of BMO Global Asset Management looks at the different roles which absolute return bonds can play in the... Paul Myles Director, Institutional Business BMO Global Asset Management June 1, 2017 Report Addressing the cashflow negative challenge In a low yield world, appropriate use of assets to combat negative cashflows within defined benefit pension schemes becomes increasingly... Colin Fleury Head of Secured Credit Janus Henderson Investors Stephen Thariyan Head of Global Credit Janus Henderson Investors June 1, 2017 Report Using secured finance as a cornerstone in cashflow-driven strategies Sherilee Mace of Insight Investment looks at some of the benefits of secured finance assets, which possess many qualities that... Sherilee Mace Institutional Business Development Director Insight Investment June 1, 2017 Report High fibre fixed income Matthew Craig examines how attitudes towards fixed income seem to be changing and looks at why the LGPS seems likely... Matthew Craig LAPF Investments June 1, 2017 Report Fixed income and impact investing – fashion or fundamental change? Alexandra Noble of Noble & Associates looks at how the investment landscape is changing for ethical investors Impact Investing, despite being... Alexandra Noble Director Noble & Associates June 1, 2017 Report Building flexible credit portfolios for better risk-adjusted returns Andrew Swan of M&G Investments looks at the advantages of private credit assets, which can perform a variety of different... Andrew Swan Director, Fixed Income M&G Investments June 1, 2017 Report May we live in interesting times Matthew Craig looks at how an uncertain market is affecting decision-making at local authorities Fixed income used to be a reliable,... Matthew Craig LAPF Investments April 1, 2015 Report Opportunities in commercial real estate debt Paul House of Venn Partners examines the opportunities in real estate debt that have emerged following a more cautious approach... Paul House Managing Partner, Real Estate Venn Partners April 1, 2015 Report Investing in credit to meet short- and long-term cash flows Forced to consider the possibility of future negative cash flows, pension funds may find what they are looking for in... Paul Richmond Senior Solutions Specialist Insight Investment April 1, 2015 Report The big impact of small print in credit Annabel Gillard of M&G Investments looks at how an in-depth knowledge of structured credit can open up opportunities in the... Annabel Gillard Director of Fixed Income M&G Investments April 1, 2015 Report The de-risking challenge for local authority pension schemes A fall in bond yields has led to a rise in value of future pension fund liabilities. Neil Falconer of... Neil Falconer Head of LDI Aberdeen Asset Management April 1, 2015 Report Advocating stewardship in fixed income portfolios Martin Price and Natasha Landell-Mills outline why ESG factors can be key when making investment decisions Many institutional investors are looking... Martin Price Fund Manager Sarasin Natasha Landell-Mills Head of Environmental, Social and Governance (ESG) Research Sarasin June 1, 2014 Report
