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portfolio audio

May 27, 2020

These are unprecedented times. Equity markets have lost billions of pounds of value in a single day, the oil price fell into negative territory at one point and interest rates were cut twice in a week. Even ESG is changing.

Marketed as a long-term strategy that reduces downside risk, the pandemic means that although...


May 18, 2020

Barry Kenneth, CIO at the Pension Protection Fund (PPF) shares insights into managing rapid asset grows and the opportunities Covid-19 volatility offers for credit investors. 


May 12, 2020

Richard Butcher, managing director at PTL and chair of the PLSA highlights the challenges Covid-19 poses for schemes' covenants and how investors can separate the market noise caused by emotional reactions from hard economic facts.


Apr 30, 2020

In the latest edition of Portfolio Briefings, Stuart Trow, credit strategist and trustee at the European Bank for Reconstruction and Development discusses how the lockdown has affected him operationally, the impact of Covid 19 on global fixed income markets and the potential investment risks and opportunities.


Apr 15, 2020

Portfolio Institutional spoke to Vineet Sood and John Wilson of Dalriada Trustees about how their schemes are responding to the economic impact of COVID-19 and what their Plan B is if income targets are missed.