Investment - Key DB Investment themes for 2025

In this episode of Hymans Robertson On… Investment, our host Ben Farmer is joined by Elaine Torry, Co-Head of Trustee DB and Chris Arcari, Head of Capital Markets as they discuss the key DB Investment themes for the coming year.

For Elaine, 2025 is split into three key areas of focus: 

• Market driven events, such as the UK government's plans to kickstart the UK economy, productive finance and what that means in the private sector world, and lastly the US under the Trump presidency.
• Surplus management and the equal importance of managing surplus as well as deficit.
• Responsible investment and the importance of setting credible routes to net-zero and creating purposeful engagement.

Chris goes on to further discuss: 

• Key market movements throughout 2024 into 2025 and what to expect from the global economy in 2025.
• Recent gilt yield moves and why 2025 isn't a repeat of 2022.
• The importance of well-diversified credit and equity portfolios in withstanding volatility.
• Property markets and the foundations of recovery.

Additional resources

• Capital markets update - Winter 2025
• Market brief - December 2024
• Excellence in endgames hub
• DB 2025 outlook - Looking ahead

Hymans Robertson disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.

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