Hawkish central banks and volatility have changed the way institutional investors approach the bond markets.
A rise in defaults and interest rates lifted higher in an attempt to tame inflation have featured in many outlooks for the year ahead. This has led to pension schemes increasing their exposure to active and passive strategies when investing in bonds. In this month’s cover story, we find out how they are balancing such a strategy.
Also in the April edition, we look at what has gone wrong with the carbon markets, what higher commodity prices mean for investors and if pension schemes are answering the government’s call to fund the upgrade of Britain’s infrastructure.
Our roundtable this month focuses on what institutional investors want from real estate and how they are navigating the asset class, while academic Arun Muralidhar explains how he would make funding retirement more accessible.
