Mark Davies
- Opinion
Why schemes cannot rely on credit strategies alone for CDI
Cash flow-driven investing is the strategy of the moment. While schemes once looked to liability-driven investing to manage liability risk, many are now using CDI to focus more on meeting payments to pensioners.
- Opinion
Industry must help small schemes keep up with standards push
Trustees are coming under increased scrutiny from the Pensions Regulator as it tries to improve standards. Many assume small schemes will come under the most pressure. While small schemes are not implicitly run with any less care or diligence than their larger peers, there are often important differences in what tools providers make available to smaller schemes.
- Opinion
Why equity protection should never be too expensive for schemes
From the blog: Equity protection is back in vogue, with falls in markets at the start of the year putting downside protection strategies front of mind.
- Opinion
I would rather take the M6 toll and be wrong
From the blog:Growing up in Shropshire and working in London means the M6 has been a feature of my life for years.
- Opinion
Kissing goodbye to complexity
From the blog: How many readers of this would travel to New York by boat?