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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:

  • Long-lease property and how its long-term, inflation-linked cashflows make it an attractive match for DB pension liabilities.
  • A brand-new allocation to small-cap equities.
  • Crystallising strong returns made in listed global property over the last year.

LCP strategic portfolio - October 2024

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Read previous editions of the strategic portfolios

July 2024

Read the update

April 2024

Read the update

January 2024

Read the update

October 2023

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July 2023

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January 2023

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November 2022

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July 2022

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May 2022

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January 2022

Read the update