Investment Perspectives - April 2023

It’s been another quarter defined by uncertainty, with concerns about rising inflation and a potential banking crisis at the forefront of investors’ minds. We hope these collected articles inform you of our thoughts on the current state of investment markets, while demonstrating some of our best thinking about the future.

In this quarter's edition:

• We start with the second in our series focusing on endgame planning. Stephen Jasinski discusses how your investment strategy can evolve to be ready for buy-out, including how its exposure to growth and income assets will change over time.
• Penny Cochrane makes the case for a strategic allocation to private markets, weighing up illiquidity against the potential benefits of outperformance and diversification.
• Sanjay Joshi explores the topic of impact investing, asking how it squares with trustees’ fiduciary duties.
• Iain Campbell examines the theme of rising inflation and sets out how LGPS clients can invest in inflation drivers.
• From a responsible-investment perspective, Olivia Mooney and Jaid Longmore discuss what to expect from passive managers in the forthcoming AGM voting season.
• We close the issue with our regular capital markets update, by Chris Arcari.

Read our full publication here

If you have any questions or feedback, please get in touch. 

This communication has been compiled by Hymans Robertson LLP® (HR) as a general information summary and is based on its understanding of events as at the date of publication, which may be subject to change. It is not to be relied upon for investment or financial decisions and is not a substitute for professional advice (including for legal, investment or tax advice) on specific circumstances. HR accepts no liability for errors or omissions or reliance on any statement or opinion. Where we have relied upon data provided by third parties, reasonable care has been taken to assess its accuracy however we provide no guarantee and accept no liability in respect of any errors made by any third party. Hymans Robertson LLP is a limited liability partnership registered in England and Wales with registered number OC310282. Authorised and regulated by the Financial Conduct Authority and licensed by the Institute and Faculty of Actuaries for a range of investment business activities. © Hymans Robertson LLP 2023. All rights reserved.

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