Overview

In this episode of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the third in a mini-series on Investment: Mid-year market review and inflation inspection. Ben welcomes John Roe, Head of Multi-Asset Funds at LGIM, and Chris Arcari, Head of Capital Markets Research at Hymans Robertson. During the episode we discuss market events from the first half of 2021 and the outlook for inflation. What might you expect to see in markets over the next 6-12 months, and what are the the potential ramifications for the typical asset classes held in pension scheme portfolios?

Notes and Resources

Capital Markets Update Summer 2021 - Capital Markets Update Summer 2021

Inflation - momentary or momentous? - Article from Investment Perspectives

Sound effects obtained from https://www.zapsplat.com

If you have any feedback on the podcast series please let us know here.