John Southall

Head of Solutions Research

John Southall
John works on financial modelling, investment strategy development and thought leadership. He also gets involved in bespoke strategy work. John used to work as a pensions consultant before joining LGIM in 2011. He has a PhD in dynamical systems and is a qualified actuary.

Other articles by John Southall

Investing for the endgame at low spreads
Investment strategy

Investing for the endgame at low spreads

As credit spreads have tightened, what could this mean for endgame investors' investment...
By John SouthallRobert Pace
08 May 2024
5 min read
CDS: A credit-sensitive subject
Investment strategy

CDS: A credit-sensitive subject

What are the considerations when sizing credit default swaps (CDS) in your credit hedging...
By John SouthallIan Blake
18 Apr 2024
1 min read
Unlocking surplus: adapting to an evolving endgame
John Southall
Investment strategy

Unlocking surplus: adapting to an evolving endgame

DB schemes are maturing, but the endgame is in a fascinating state of flux. Here's how we're...
By John Southall
21 Mar 2024
5 min read
Interested in buyout? Strategies for estimating the sensitivity of liabilities to interest rates
Investment strategy

Interested in buyout? Strategies for estimating the sensitivity of liabilities to interest rates

With scheme funding levels rising, we consider how trustees might best go about setting a target...
By Ian BlakeJohn Southall
07 Mar 2024
5 min read
Could valuation metrics appear more valuable than they actually are?
John Southall
Investment strategy

Could valuation metrics appear more valuable than they actually are?

Hindsight bias is a hazard when seeking to estimate future returns. But in a technical dive into...
By John Southall
14 Feb 2024
4 min read
Assessing the impact of lower life expectancy
Investment strategy

Assessing the impact of lower life expectancy

With many pension funds likely to adopt new longevity assumptions over the coming months, what ar...
By John SouthallRobert Pace
05 Feb 2024
3 min read
Five strategies to combat sequence risk
John Southall
Investment strategy

Five strategies to combat sequence risk

We look at ways to reduce sequence risk in decumulation but emphasise the importance of consideri...
By John Southall
26 Jan 2024
4 min read
Core DB strategy: Revisiting assets that pay pensions
John Southall
Investment strategy

Core DB strategy: Revisiting assets that pay pensions

All defined benefit (DB) schemes still need to pay pensions as they fall due. What's the right...
By John Southall
30 Nov 2023
1 min read
Sequence risk in decumulation – smaller than you think?
Investment strategy

Sequence risk in decumulation – smaller than you think?

In this blog post, we explain how sequence risk is only a part of overall investment risk for tho...
By John SouthallFlorence Chapman
21 Nov 2023
4 min read

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Guy Whitby-Smith

Guy Whitby-Smith

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Robert Pace

Robert Pace

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