20 December 2023
5 min
Head of LGPS Investment
Senior Investment Consultant
Chief Investment Officer
Investment Research Senior Consultant
Investment Consultant, Biodiversity Lead
Head of Capital Markets
As we approach the end of 2023, we're looking towards 2024 and what it may bring for LGPS Investment.
We expect inflation to continue falling steadily as the full impact of tighter monetary policy is felt and as the initial effects of post-pandemic stimulus programmes fade. On growth and geopolitics, we remain cautious, but arguably the risks here are now better understood. There’s also greater clarity on the direction of pooling than there was 12 months ago.
We hope that the clearer outlook will allow for more consideration of the investment opportunities created by the new market environment.
In this publication, we offer our views on:
Pooling by 2025
Local investment opportunities
Private equity opportunities
Taskforce on Nature-related Financial Disclosures
Higher yields and what these mean for the LGPS
Inflation hedging using derivatives
If you have any questions on anything we discuss in this publication, please get in touch.
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