Welcome to the latest update for LCP's strategic portfolios for UK defined benefit pension schemes.
January 2024
Inside you will find the latest thinking from our investment strategy team and specialist asset class researchers.
In this edition, we focus on:
- Considering how different uses of credit will best serve different clients
- Looking for protection against geopolitical risk by exchanging long-dated credit for short
- Crystallising profits on synthetic credit in the strategic portfolio
