Skip-to-content

Pensions & benefits

LCP Vista 3
our investment view

Keeping you informed with our latest investment thinking

The slowdown in China over recent months has really impacted markets, and therefore pension schemes' funding levels. Not only has the Chinese slowdown reduced the value of Chinese assets, it has had knock-on effects in almost all markets: equity markets around the world suffered as the Chinese slowdown transformed into fears of a global slowdown; commodity prices fell further (particularly base metals); and government bond yields continued downwards, as hopes of an interest rate rise soon were dashed once more.

So, once again, investors are left wondering how to navigate all this volatility, and the question of how to seek out good returns in a world of low yields is even more relevant than it ever was.

In this edition of LCP Vista we take a look at some investment ideas and thoughts that help to answer this question.

In this edition

  • Macro-economic outlook - China and the outlook for emerging markets
  • When the going gets tough - opportunities for the nimble investor
  • Using investment toolkits better in today's challenging markets
  • Make a home for residential property
  • Enhancing yield with swaptions
  • Absolute returns - a universe of opportunity

Speak to our expert Matt Gibson for more information

Download publication

How we can help

DB investment

Our team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.

Meet some of our experts
Risk and liability management

We help companies manage and mitigate their pensions risks and costs.

Meet some of our experts
Investment

Our investment team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.

Meet some of our experts
DC investment

We help employers and trustees design investment strategies that achieve better outcomes for members.

Meet some of our experts