Our quarterly pensions and investments market update
Investment Perspectives - Winter 2019
01 Feb 2019
Welcome to our winter edition of investment perspectives which provides the latest update on the pensions and investments market.
Property was perhaps the most resilient of the “growth” assets through 2018, delivering another year of steady positive returns. However, that does leave us more cautious of core property starting from here (the final article in this issue, by Adam Porter, provides more thoughts on this subject).
We are sure most of you reading this enjoyed a brief respite from Brexit over the Christmas and New Year holidays. We provided our thoughts to many of you in recent months through a series of Brexit scenarios, so you will be pleased to know that we have kept our comments very sparse in this edition of Investment Perspectives despite it being one of the most puzzling, frustrating and yet hugely important issues facing this country.
Instead, we have tried to focus on outcomes that we can influence. In addition to our quarterly market commentary, in this round-up of the pension and investment market we also:
- Take a look at some of the topics you may wish to have on your business plan for 2019, including looking at different investment governance models;
- Dig into some of the changing composition of credit markets and what this means for investors; and
- Provide our thoughts on what is happening in the UK property market and what opportunities that may present.