In our first edition this year, we’ve brought you the big themes in DB schemes, private markets and responsible investing. You’ll also find a handpicked selection of our latest thought leadership. We hope you enjoy reading it, and we’d relish the opportunity to discuss these topics in more detail.

In this edition:

• The key themes for DB investors in 2024. First up, Elaine Torry explores the following themes and their implications for DB investors:
  • The impact of changing interest rates and inflation
  • Setting an endgame that’s right for you
  • Productive finance and its relevance to DB schemes
  • Ensuring income portfolios remain fit for purpose
  • Managing illiquid assets
• Achieving sustainability in buy-and-maintain credit. Jaid Longmore and David Watson profile buy-and-maintain credit, explaining why it’s a good vehicle for sustainable investment.
• What are the prospects for private markets in 2024? It’s widely thought that interest rates have peaked, opening the door for rate cuts in 2024. Linda McAleer and Penny Cochrane discuss the implications for private markets asset classes, in particular:
  • Decisions around core UK commercial property allocations.
  • The relative attractiveness of debt over equity across private markets.
  • The growth of interest in natural capital investment opportunities.
• Capital Markets update. Chris Arcari, presents his views on the recent market volatility and outlook for each key asset class.
• RI in 2024: Focusing on what matters. Simon Jones and Mhairi Gooch explain our new model of RI consulting, alongside the themes we’ll be focusing on this year.
• A fireside chat with Iain Campbell.

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