The long view

  • The end of the road: has the developed world reached ‘peak car’?

    The end of the road: has the developed world reached ‘peak car’?NEW

    From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.

  • Banks: a new approach to risk

    Banks: a new approach to riskNEW

    The latest report from our ESG team looks at governance, culture and risk in a revamped banking industry.

  • Wealth preservation: A (mis)calculated risk?

    Wealth preservation: A (mis)calculated risk?

    How focusing on the wrong risk has undermined wealth preservation strategies.

  • Why investors should care about data security risk

    Why investors should care about data security risk

    A new study from our Environmental, Social and Governance (ESG) team looks at the increasing importance of data security and how it provides opportunities and risks for companies and investors.

  • Investment Horizons: Issue 2, 2014

    Investment Horizons: Issue 2, 2014

    We hope you enjoy this second edition of Investment Horizons, our regular look at vital themes for institutional investors.

  • Lessons from the last 40 years for the next 20

    Lessons from the last 40 years for the next 20

    In place of his usual Crystal Ball looking at the year ahead, Alan Brown takes a longer perspective and thinks about the lessons we can take from the last 40 years.

  • Osborne throws down a pre-retirement challenge

    Osborne throws down a pre-retirement challenge

    The reforms could provide a much-needed spur to pension saving.

    • Tim Horne, DC Investment Solutions Manager
    • 14 Jul 2014
  • The hidden risks of going passive

    The hidden risks of going passive

    Do low costs justify the risks of pension schemes going passive?

  • Climate change: its impact and what it means for investors

    Climate change: its impact and what it means for investors

    Climate change is happening and we are not doing enough to stop it, according to a report from the Intergovernmental Panel on Climate Change (IPCC). We look at the report and its implications for investors.

  • Emerging markets - time for trustees to look again?

    Emerging markets - time for trustees to look again?

    We believe now is an opportune time for pension scheme trustees to revisit this asset class.