investment strategies

Glyn Jones, chief investment officer at P-Solve Asset Solutions, talks through some of the key investment issues facing company pension schemes including protecting defined contribution schemes and concluding that FRS17 calculations are currently made up.

A host of experts offer their views on what various markets might do in the coming year.

Long term value exists across a range of asset classes; the key issue is when and how this might be released, according Andrew Milligan, head of global strategy at Standard Life Investments.

Jerome Booth, head of research at Ashmore Investment Management, says he believes there are opportunities for recovery in emerging markets although equities be slower than other opportunities.

Here we go again, ‘there shall be a weeping and gnashing of teeth' heard globally as pension funds, charities and banks lament the loss of billions ...

A couple of weeks ago the Bank of England confirmed what we had long suspected, that businesses' access to credit is still decreasing. The release of ...

New figures show that British businesses are suffering from a scarcity of cash while another survey shows that private equity activity is also reducing. Investment priorities remain with technology and training, writes Gerry O'Kane.

Martin Johnson of P-Solve, looks at how investment strategies in pensions have changed with the demise of Lehman's. Company finance directors and treasurers have new operational issues to consider in pensions' investment. Lehman's default on counterparty risk in derivatives means trustees and companies face even more problems.

This is the first in a weekly series of economic and market-led research notes from State Street Global Markets. Institutional investors disagree with analysts to such an extent that when they receive recommendations they are regularly doing the opposite. While analysts have been busily upgrading their forecasts for energy, institutions have been selling. Given that forecast consensus earnings are still predicted to rise 13% in 2008 even as the macro-economic picture deteriorates, it is hardly surprising that fact-based flows are at odds with opinion-based research.

Companies are looking at any structure that boosts returns on pension investments as they come under re-newed downward pressure. Martin Campbell of Northern Trust bank examines how to exploit tax benefits on pooled pension products pointing out that this technique can bring huge financial benefits.