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Investment strategy

Cash Money Bars
Investment strategy

Should investors hedge currency risk?

In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon.
Asset Allocation teamJohn Southall
By  Asset Allocation team, John Southall
12 Feb 2025
3 min read
Game surplus
Investment strategy

Unlocking surplus in the endgame

What key trade-offs do schemes need to weigh up as they choose to run on and target benefit uplifts for members?
John SouthallVictoria Myers
By  John Southall, Victoria Myers
04 Feb 2025
3 min read
Pod Strategy
Investment strategy

Podcast: Should investors hedge forex risk?

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios.
LGIM teamAsset Allocation team
By  LGIM team, Asset Allocation team
31 Jan 2025
1 min read
Guard rails
Investment strategy

No more natural guard rails?

Lessons from the new DB funding code.
Tim Dougall
By  Tim Dougall
28 Jan 2025
4 min read
weight game
Investment strategy

Playing the ‘weighting’ game

Amid low spreads, some investors have been hesitant to allocate more to credit. But is waiting the right strategy?
Anne-Marie Morris (née Cunnold)John Southall
By  Anne-Marie Morris (née Cunnold), John Southall
23 Jan 2025
3 min read
gold bars
Investment strategy

Gold and the rates cycle – the outlook for 2025

Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of...
Elisa Piscopiello
By  Elisa Piscopiello
21 Jan 2025
3 min read
Bridge under construction
Investment strategy

Webinar: DB outlook 2025

We're delighted to share a recent client webinar on the outlook for DB schemes in 2025, held in partnership with Professional Pensions.
Tim DougallAnne-Marie Morris (née Cunnold)Mathew Webb
By  Tim Dougall, Anne-Marie Morris (née Cunnold), Mathew Webb
20 Jan 2025
1 min read
walking beach
Investment strategy

When cashing out may not mean coining it in

Can withdrawing a cash lump sum from your pension expose you to unexpected tax bills or losing access to benefits? Our latest research examines this...
Rita Butler-Jones
By  Rita Butler-Jones
15 Jan 2025
2 min read
chess pieces
Investment strategy

Solutions outlook 2025: Time to think strategically

Buyout, run-on or both? We believe DB pension funds have much to be optimistic about as they choose their endgame destination. As long-term investors, schemes...
Will RileyRobert Pace
By  Will Riley, Robert Pace
14 Jan 2025
3 min read
long lease buildings
Investment strategy

Assessing long-lease real estate as an option in run-on strategies

With the potential to offer inflation-linked, investment-grade income and a healthy yield premium over index-linked gilts, long-lease real estate could be an attractive choice for...
Matthew AbbottSammie Stanton
By  Matthew Abbott, Sammie Stanton
14 Jan 2025
3 min read

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