Podcast

Investment - quantitative tightening and LDI

calendar icon 06 June 2023

Key topics discussed

  • Intro to Quantitative Tightening
  • The impact of min-budget on LDI portfolios
  • Impacts on clients, then, today and in the future
  • Conventional and index-linked gilt markets
  • Key takeaways
  • Summary

Overview

In this episode of Hymans Robertson On... our host, Penny Cochrane, presents the latest episode in our investment series, and is joined by Ryan Bio-Genfi, Research Analyst, Ben Fox, Senior Investment Consultant at Hymans Robertson and finally, Rob Gall, Head of Market Strategy at Insight Investment Management.

During this episode, we discuss quantitative tightening and it's impacts on the gilt market, and Liability Driven Investment portfolios. 

If you have any questions on anything discussed during this podcast, please get in touch.

Resources

Re-establishing your investment strategy in a higher volatility world

Hymans Robertson disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at 29 May 2023. 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.

The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. 

Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

Speakers

Male

Ben Fox

Senior Investment Consultant

female

Penny Cochrane

Senior Investment Research Consultant

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