LCP strategic portfolios

Inside you will find the latest thinking from our investment strategy team and specialist asset class researchers.

In this edition, we focus on:

• Against a backdrop of extremely tight credit spreads, we give our ideas on what to do with allocations to long-dated corporate bonds
• We reconsider the regional split of our equity portfolios – are there opportunities outside of the US?
• We diversify our infrastructure allocation to have an energy transition focus, where significant financing will be needed over the coming years