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    Strategic credit: expanding the universe beyond corporate

    Strategic credit: expanding the universe beyond corporate

    8 February 2024 Fixed income, Solutions, Video

    Claire Bews, Integrated Solutions Credit Portfolio Manager

    In this talk, Claire Bews, Integrated Solutions Credit Portfolio Manager, outlines why we believe an opportunity now exists to enhance the strategic credit proposition of many UK pension schemes by reallocating some of their corporate credit allocation to other fixed income assets.

    Key takeaways:

    • Rising yields means pension funds can boast much higher funding levels relative to recent history, increasing requirements for a variety of return profiles.

    • At the same time contractual assets now offer potentially higher returns.

    • As a result, we believe an opportunity exists to enhance the strategic credit positioning of buy and maintain strategies.
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