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Barnett Waddingham
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Blog: Investment services

Want to reduce currency risk? Maybe invest more overseas

Recently, one of our clients asked us for some help in thinking about their currency risks, ahead of Brexit. Although they had most of their assets invested in UK markets, they wanted to reduce their currency risk and they therefore expected our advice to focus on their overseas investments. But sometimes risk can appear in unexpected places and the best solution can be the opposite of what you expect. In this case we had to go beyond the expected to get the best result.

ESG: Integration, not exclusion

The DWP issued a response to its consultation on trustees’ investment duties in 2018. The focus was on the expectations upon trustees to take account of financially material risks within their investment strategies.

Trustees to consider ESG factors

ESG, SRI, ethical investing are often used interchangeably; but actually they are different and these differences affect how client portfolios should be designed and which investments are appropriate for meeting a client’s objectives.

Assessing private markets

A key difference between the private and public markets is the level of illiquidity and complexity, with private assets typically being less liquid and more complex than their public counterparts.

Focussing on investment strategy

Bull equity markets and rock bottom interest rates mean many employers are now looking to take control of their pension scheme investment strategy.

Making predictions just got harder

Question marks over our ability to predict the future provided two of the highlights of our recent annual pensions conference. Senior Partner Nick Salter explores...

Cash flow aware investment

Does regular and reliable income as well as the scope for capital appreciation provided by illiquid assests really offer defined benefit (DB) funds the best of both worlds? We examine several considerations for trustees of DB plans in owning them.

The pros and cons of four alternative DC investment approaches

Trustees of DC schemes have never had more choice in the range of available investment options. Here we analyse the strength and weaknesses of four alternative approaches to passive global equities and diversified growth funds.

Interest rates to rise but no return to normal anytime soon

Speakers from BlackRock, Columbia Threadneedle and Insight Investments all predict little prospect of a normalisation in interest rates over the next year at our annual conference - Matt Tickle examines the forecast in more detail in his latest blog.

Don’t be paralysed by political risk

Marcus Whitehead looks back at Rupert Harrison's Investment Conference talk which highlighted how investors over-reacted to political risk in 2016, why they shouldn't make the same mistake in 2017 and learn to tolerate a certain amount of volatility.

Author

Nick Griggs (64) Kim Durniat (62) Scott Eason (47) Malcolm McLean (44) Cherry Chan (39)

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