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portfolio audio

Sep 22, 2020

Deputy editor, Mona Dohle interviews David Stewart, chief investment officer at British Airways Pensions about taking the reins weeks before the lockdown, being hard-wired for optimism and why now is not the time for tactical calls.

Jul 23, 2020

Doug Heron, CEO at £8bn Lothian Pension Fund tells portfolio institutional why despite the recent stock market plunge, his team has not changed the strategic allocation towards equities. With the majority of its equities being managed in-house, the Local Government Pension Fund plans to take an increasingly active...

Jul 14, 2020

NN Investment Partners portfolio manager Bram Bos tells Mark Dunne about why investors should include green bonds in their fixed income portfolios, how the asset class is performing during the pandemic and what will happen in the second half of the year.  

Jul 9, 2020

Interest rate cuts and a huge rise in the national debt have done little to clear the uncertainty surrounding the impact that the Covid pandemic is having on the economy, so how are investors reacting?

Jul 1, 2020

Kevin Wesbroom and Andy Cheseldine, professional trustees at Capital Cranfield speak to Mona Dohle about the impact of Covid-19 on pension funds.

  • How has the lockdown affected the quality of trustee meetings?
  • How widespread in the impact of contribution suspensions and should they face tougher scrutiny?
  • Are markets...