In this video panellists discuss alternative credit, ask how schemes can use it in their portfolios and explain the benefits of allocating to this asset class
RecordedDec 14 201812 mins
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In 2019, the key question is how tightening financial conditions will affect heavily indebted borrowers – and whether this raises the risk of recession. In his annual outlook, Chief Investment Officer Anton Eser discusses where the next vulnerabilities might emerge, what monetary and fiscal policy support might look like, and what all this means for investors.
In this video panellists discuss alternative credit, ask how schemes can use it in their portfolios and explain the benefits of allocating to this asset class
We are all prone to psychological traps that can negatively impact our investment decisions. To mitigate these behavioural biases, it is essential to first recognise they exist and implement a disciplined investment process to help avoid them.
Graham Moles and John Roe look at the difference between cashflow matching and cashflow aware investing and discuss the role equities can play as part of the CDI spectrum.
Emiel van den Heiligenberg, Tim Drayson and Chris Jeffery
LGIM’s Asset Allocation Team will give an overview of their market outlook for 2018, where they see potential risks and opportunities across the themes of politics, policy and (market) peaks, with time for live questions from the audience.
Exploring the benefits of alternative creditToby Orpin, Martin Reeves and Jonathan Joiner[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]11 mins