Investment Perspectives - August 2023

Welcome to our latest edition of Investment Perspectives. As ever, we’re pleased to showcase some of our best thought leadership and informed, expert opinions on the issues affecting investment markets. 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:

• Stephen Jasinski completes our series on endgame planning by discussing the roles of protection assets and trustees’ governance considerations on the journey to a risk-transfer endgame.
• We also have a new feature to share with you – a fireside chat with Elaine Torry, our co-head of Investment DB.
• Tom Spence explores the options for diversifying leverage from gilts into other asset classes like credit and equities to provide protection for portfolios.
• Ryan Bio-Genfi weighs up the pros and cons of active and passive investment approaches to fixed income.
• 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. 

Investment Perspectives 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.