51 min
S4 Ep.4 Gilts, LDI, DB Pensions and what’s next Investment Uncut
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- Business
This week we’re revisiting one of the key market issues of the moment: DB pensions and LDI. First, we’re joined by LCP Partner Steve Hodder where we discuss some of the actions being taken by pension funds, frameworks for helping clients approach the decisions, a reminder of the core reasons behind LDI and its continued popularity, how the market for LDI is changing going forward and the role of leverage in investing.
We are then joined by independent trustee Keith Scott for his perspective as a fund manager-turned-trustee reflecting on recent events, the role of LDI in the future, the challenges being navigated by managers and what he would like to see from managers going forward. If you’re interested in how one of the biggest market stories of recent years is evolving, this is a must-listen.
This week we’re revisiting one of the key market issues of the moment: DB pensions and LDI. First, we’re joined by LCP Partner Steve Hodder where we discuss some of the actions being taken by pension funds, frameworks for helping clients approach the decisions, a reminder of the core reasons behind LDI and its continued popularity, how the market for LDI is changing going forward and the role of leverage in investing.
We are then joined by independent trustee Keith Scott for his perspective as a fund manager-turned-trustee reflecting on recent events, the role of LDI in the future, the challenges being navigated by managers and what he would like to see from managers going forward. If you’re interested in how one of the biggest market stories of recent years is evolving, this is a must-listen.
51 min