Hymans Robertson On... Episode 81

Investment - Key investment themes for 2023

16 Feb 2023


In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Elaine Torry, Co-Head of Investment Trustee DB and Chris Arcari, Head of Capital Markets.

During the episode, we discuss recent market events, what we might expect from the global economy in 2023, and what should be on trustees' investment to-do lists in 2023 as a result. 

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


Capital Markets Update - Winter 2023

DB 2023 Outlook - Things to look out for in the coming year

Hymans Robertson On... Investment - Investment - Effective stewardship 101

Hymans Robertson On... Investment - Stewardship and the significance of supply chains

Investment Perspectives - February 2023

The key themes for DB investors in 2023

Hymans Robertson disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our  understanding of events as at 16 January 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. 

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.

Key Topics
  • Summary of key market events in 2022 : (01:37)
  • What’s in store for the global economy in 2023? : (02:52)
  • Fixed income outlook 2023 : (05:26)
  • Relative value within credit markets : (07:25)
  • Global allocations and currency risk : (10:40)
  • Growth asset outlook 2023 : (13:08)
  • Key investment themes for DB pension schemes : (15:01)
  • “What do you know now?” quiz : (22:38)
  • Summary and wrap up : (36:17)


Ben Farmer

by Ben Farmer
Senior Investment Consultant

Elaine Torry

by Elaine Torry
Co-Head of Trustee DB Investment

Chris Arcari

by Chris Arcari
Head of Capital Markets