Our quarterly pensions and investments market update
Investment Perspectives - Autumn 2019
14 Nov 2019
Welcome to our autumn edition of investment perspectives which provides the latest update on the pensions and investments market.
In our most recent Brexit commentary, we highlighted the drag on UK investment and consumer confidence of the protracted uncertainty surrounding Brexit. While 12 December is now firmly stamped in the calendar for a UK election, there is no guarantee that this will lead to an outcome that will quickly resolve the current Brexit impasse one way or the other.
To help avoid the never ending feeling of Groundhog Day associated with UK politics and the global economy, in this edition we also explore some broader key investment themes:
- William Chan explores what it means to be a responsible investor amid a sharp increase in the responsibilities that pension schemes now carry;
- With sustainability being a key topic at the moment, Simon Jones and Caoimhe Bain explore what sustainability within equities as an asset class means; and
- The sharp drop in traditional bond yields over the past decade or so has driven many investors to diversify their bond portfolios into less traditional areas. Allison Galbraith explores two popular parts of the market: absolute return bonds and multi-asset credit.
Download your copy of Investment Perspectives here.