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Solutions
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Webinar: Surplus extraction
DB schemes: Surplus extraction is here - time to invest like an insurer? 
Navigating a tight credit spread environment: Seeking safety in short duration
We believe that short-duration bonds could potentially provide a buffer against market volatility while offering flexibility to transition to long-duration credit when conditions improve. 
DB chart update: Government bonds in focus
What do rising long-dated bond yields mean for pension schemes? 
Surplus extraction is here: What should DB schemes do now?
The government is making it easier for well-funded DB schemes to release surplus, when ‘safe to do so’, and trustees will need to set out... 
Factor forecasting, recalibrated
We update some past research into expected returns and risk of factors to allow for recent experience. 
DB chart update: Long gilts
From Leith Hill to Box Hill - still hard going but smoother and less steep. 
Could a defensive equity strategy defend DC savers?
By providing access to possible equity market upside, with the potential for reduced volatility and drawdowns, we believe defensive equity may be a suitable component... 
Equity valuations uncovered (part 2): Valuation regressions – handle with care
What are the pitfalls of regressing equity returns against starting valuations, how can we correct for them and what is the upshot for expected returns? 
DB chart update: S&P500 in 2025. Treble 20?
With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year? Recommended content for you
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