Name: COVID 19 and its impact on UK DB endgame
Start: 2020-04-15T13:00:00Z
End: 2020-04-15T13:00:58.000Z
Location: BrightTALK
Rating: 4.5

Aberdeen webcasts for the institutional market

Our latest Private Credit House View,  with key members of our private credit team as well as our guest speaker from a major European pension fund.

- Private Credit: House View and market update
- Fund Finance: in depth look at subscription lines
- How are clients looking to use Fund Finance to enhance their fixed income returns: an interview with Igor Baranovski, Chief Portfolio Manager at PenSam, a Danish pension fund managing EUR 27bn of assets for c.500,000 members

Private Credit House View: where best to lock in the premiums

How far can Trump go unwinding the Biden years? Can Europe and the Pacific economies and markets catch up? Inflation has been largely brought under control but has the last mile been too tough for interest rates to fall further?

Listen for our thoughts on how government policy across US and Europe may affect the economy, rates, and inflation and considered other more broader reaching consequences such as policy, trade tariffs and investment.

The Macro Outlook - Politically Motivated

2024 revealed itself to be a period of great change. Many of the most significant changes that took place would have been hard to predict but others, such as AI and populism, were brewing for a while. In our first webinar of the year, we dove into the macro outlook for equities and bonds, the impact of Trump 2.0, China stimulus, political change in Europe, and the Middle East, and economic growth and inflation.

The Investment Outlook for 2025

In our latest webinar we provided future-focused insights covering:
- An examination of the sectors that are likely to lead the recovery and the ones that will lag
- Assessment of the diverse trends that are impacting each of the key investment markets
- Comment on the implications for portfolios, including on our Long Lease Property Fund and Airport Industrial Property Unit Trust, and how best to capitalise in the coming year

Is the UK real estate market at the point of resurgence?

Defined Benefit Pension Scheme funding levels remain strong, with many schemes finding themselves within touching distance of buyout affordability. While the options available to schemes are increasing, a high proportion remain committed to securing members’ benefits with an insurer.

Are your pension fund assets ready for a buyout?

The private infrastructure equity investment market has continued to grow in recent years making it a core strategy for many institutional investors looking for stable, cashflow focused investments with high quality assets backing them.

Given the aging infrastructure across developed economies there is a need to invest to accommodate growing populations, energy transition, digitalisation, and increasing urbanisation.  

We discuss and compare the investment opportunities and return prospects across different investment strategies.

What are the opportunities in private infrastructure equity now?

Our Head of ESG - Fixed Income, and key sustainability colleagues, take us through our proprietary approach for the robust consideration of sovereign bonds, covering:
- How to think about sovereigns in the context of net zero targets 
- How abrdn can help you to understand the carbon trajectory of your holdings and help you to meet interim net zero targets
- The role green bonds could play in your portfolio

The Elephant in the Portfolio: how to include sovereign bonds in decarbonisation pathways

abrdn Political Economist Lizzy Galbraith joined our investments experts Matthew Amis and Eddie Gimlette to give their view on the potential implications of the new Labour government, including Labour’s priorities for its first 100 days in office and what we can expect for the rest of their parliamentary term.

UK Election Insights: Beyond the Numbers

Our investment panel give their latest outlook for equities, credit, rates and inflation for the rest of 2024.

Uncertain Credit and Equity Markets: Have the bulls gone home?

We tackle today’s biggest myths surrounding the incorporation of ESG factors in investment strategies, particularly within fixed income, and uncover what it means in practice for investors’ expected risk and return.

Debunking Climate Investing Myths: navigating the transition

In partnership with the ICAEW, a panel of experts covered their summary of the Mansion House and Autumn Statement announcements, resulting considerations for DB Pension Schemes, the trustee view, and efficient implementation of investment strategies.

What next for DB pensions - surplus extraction or buyout?

After a remarkably strong finish to 2023, equity and bond markets will be focusing on the the timing and size of interest rate cuts, as central banks steer their economies through cooling growth and moderating inflation. Meanwhile, politics and geopolitics will be key drivers of economies and markets, with an enormous number of countries going to the ballot box.

Watch to hear our review of the key macro and market themes that investors should be considering in 2024, with a focus on fixed income.

Investment Outlook 2024

Latest inflation figures paved the way for the Chancellor to justify tax cuts and a raft of pension reforms. In response, experts from abrdn looked at the current global economic outlook with a focus on inflation and recession expectations in 2024, followed by a review of the many changes announced in the Autumn Statement and implications for DB schemes.

Where now for DB schemes?

Is this the opportunity that Defined Benefit Pension Schemes need to close down their risk to buyout?

Credit Market Outlook - DB Schemes

abrdn Private Credit experts are joined by special guest Mike Gillespie at LGPS Central Ltd to find out what makes private credit an exciting area for them, and to explain how abrdn can assist with this asset class.

Private Credit for Local Government Pension Schemes

abrdn reflect on the current economic scenario and the likely path going forward for investors, as well as the fixed income opportunities for DC investors including the all important climate targets and considerations that investors need to factor in.

UK Market Outlook - April 2023

Real estate in 2023 – what can investors expect in market returns, ESG considerations and the implications to portfolio management?

Evaluating Real Estate – key considerations for 2023

Finance is at the heart of the transition to net zero to enable a socially just transition that also helps to preserve nature and build resilience. Trillions are needed to flow into solutions, assets and leading companies. But the finance sector cannot achieve this alone – an ambitious, credible policy environment is necessary to enable capital allocation at the scale and pace needed for net zero by 2050. Achieving net zero by 2050 requires emissions to reduce by 50% by 2030 – but country pledges would currently take us to a 10% increase in emissions and result in 2.4C warming. There is a significant misalignment between policy actions and what is expected of investors and corporates. COP27 did not help increase decarbonisation ambition and keep the 1.5C goal alive.

At this webinar, delivered in collaboration with the Global Ethical Finance Initiative, we will focus on a brief review of COP27 outcomes and take a look at the actions needed in 2023 ahead of COP28, in particular: 
- What are the gaps that need to be addressed to enable capital flows in line with net zero?
- Is the annual multilateral COP approach working to address climate change with the urgency that is required? What other options do we have?
- How does the financial system need to be reformed to enable capital flows into the most vulnerable nations?
- Ultimately, what are the implications for net zero commitments in the finance industry if emissions continue to rise?

For Wholesale clients and Institutional/Professional Investors only (in Switzerland for qualified investors - not to be further circulated)

Climate Action | Mobilising private finance: Can COP28 deliver more than COP27?

In this webinar, we will provide an overview of the impact the current coronavirus crisis is having on UK DB pension schemes. We will also look at the LDI and credit markets to see the impact that the crisis has had in terms of collateral requirement, liquidity and rates. 

Going forward, we will then explore the opportunities that exist with the potential to implement endgame sooner than anticipated by taking advantage of wider credit spreads.

Hear from our experts:
Mark Foster FFA, Global Head of Pension Solutions
Daniel McKernan, Head of Sterling Investment Grade and Aggregate
Mathias Marta, Investment Director – Senior Investment Manager
Keith McNally, Senior Solutions Director - Pensions

COVID 19 and its impact on UK DB endgame

Coronavirus

Covid-19

credit markets

Pensions

defined benefits

Investment Management

Fixed Income

Credit

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COVID 19 and its impact on UK DB endgame

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