LCP strategic
portfolios November 2022

Our viewpoint

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

Read the update here