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
How we can help
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
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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