Data can only take you so far when it comes to evaluating sustainability
Investors will need to be more selective than ever
Investment grade issuers offer a substantial engagement opportunity
In his annual outlook, LGIM Real Assets' global head of investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.
With the dust beginning to settle on 2023, and the final deals of the year being hurriedly squeezed into insurer targets, it seems only right to reflect on what has been another incredible year for the risk settlement market.
In the face of ongoing market disruption, pension schemes cannot afford to overlook their cash-flow strategies.
The DC Future Book; pensions adequacy; decumulation decisions and DC investment
‘Black Swan’ events like 2022’s gilt crisis, highlighted the importance of cash flow, but as disruptive market events become the new normal, schemes must remain vigilant.