LCP Vista Spring
2022: Turning points & uncharted territory
War, climate change, pandemics, inflation, rising interest rates
The job of investing involves reckoning with a huge amount of uncertainty and intersecting trends while making good decisions, screening out noise and resisting the temptation to overreact. That is, of course, easier said than done. 2022 might just be presenting one of the most difficult and testing environments investors have faced in their careers.
In this edition of Vista, we bring you 9 articles that explore the idea of turning points while staying focused on core investment practices. We delve into staying open and curious about new ideas, whilst always questioning deeply held assumptions. This has never been more important than in the changing times we find ourselves in.
Who's Vista for?
Vista is for anyone thinking about the challenges and approaches to long-term investing, including investment teams and decision-makers at pension funds, wealth managers, endowments, charities and sovereign funds.
Some highlights from our magazine include:
Karen Ward, Chief Market Strategist EMEA at J.P. Morgan Asset Management, looks at rising inflation and why investors should think about the dawning of the new rising interest rate environment.
Laasya Shekaran proposes a radical shake-up in how we address risk within portfolios: by addressing systemic risk and taking responsibility as universal owners. Could this be the way to prevent big financial crises?
Matthew Bleakley takes a sector perspective and asks what the future of the troubled retail sector means for investors.
Nikki Matthews demonstrates how encouraging demographic and cognitive diversity in your team will improve decision-making and could ultimately generate higher long-term returns.
How we can help
We help central banks design and implement investment strategies to get the most out of their reserves in a risk-controlled manner.
We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.
We help our clients to maintain a competitive edge by improving their investment strategies, generating extra returns in a risk-controlled way.
Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.
Setting a good investment strategy and picking the right funds is fundamental for wealth managers and advisers to be able to deliver better outcomes for their clients. Our role is to advise clients on investment strategy and fund manager selection bringing institutional discipline to the retail market.
Every sovereign wealth fund has its own unique circumstances and challenges. As an independent consultancy, we’re not linked to any asset manager and we don’t sell investment products.