CIO update 

Watch the latest update from our UK CIO James Lewis focusing on markets and the risks and opportunities for UK institutional asset owners including Pensions (DB and DC), Insurers, Wealth Managers, Family Offices, Endowments and Foundations.

November 2024

4 minutes

Last month, we announced the completion of the acquisition of Cardano. In a conversation with Helen Hope, Head of UK Investments, and Kerrin Rosenberg, CEO of Cardano Investment, James explores what the combination of our two multi-disciplinary teams means.

3 minutes

James explores running on defined benefit pension schemes, which allows schemes to benefit from improved funding levels, enhance member benefits, and reduce costs. 

In our article, James Brundrett, Head of Intellectual Capital, explores further what might be the right investment strategy for DB pension schemes.

3 minutes

James explores three topics: volatility, the new pension funding code, and end game options for DB clients. 

4 minutes

James explores the potential effects of the 2024 UK election on government bonds, equity markets, and currency.

5 minutes

James explores derisking strategies for UK DB schemes. Challenges remain and different end-game strategies are needed.

8 minutes

James explores wealth managers' rationale for allocating to private markets, the challenges they face, and how to construct tailored portfolios.

2 Minutes

Reflecting on 2023, James looks ahead to 2024 and considers market anticipations and risks that may impact investment opportunities.

2 Minutes

James provides an update on key areas for our Defined Contribution clients, which includes glidepath design, private markets, and the post-retirement phase.

2 Minutes

Looking ahead to 2024, James outlines the key areas of focus for our Defined Benefit clients. He highlights the importance of exploring opportunities and addressing risks to ensure success.

2 Minutes

Splitting it out into defined benefit and defined contribution, James provides an update on what our pension schemes clients are looking at at the moment.

1 minute

James looks at our endowment and foundations clients and shares what they're currently focusing on. He touches on challenges including inflation and cost of living.

1 minute

James shares an update on what our insurance clients are looking at, this includes the much higher yield environment which is creating opportunities in both the public and private space.

3 Minutes

In his second update James covers the banking crisis, markets in brief and a deeper dive on different investor types and the things they’re focussed on.

2 minutes

2022 was a challenging year from an investor perspective. With 2023 well under way how has the year started and what are the risks and opportunities for investors?

About the author(s)
James Lewis
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