portfolios November 2022
17 November 2022
Welcome to the latest update for LCP's strategic portfolios for UK defined benefit pension schemes.
Inside you will find the latest thinking from our investment strategy team and specialist asset class researchers.
In this edition, we focus on the following key topics:
Improving resiliency of LDI portfolios to rising yields
- Trimming the real assets holdings while queues to disinvest remain short
How to access buy and maintain credit investments in a more sustainable way