Insights

Introducing our new publication

Our Investment Outlook publication includes asset class and thematic commentary from various investment leaders over the last quarter, as well as their forecasts surrounding the financial markets.

Investment Outlook - Brighter Days Ahead?

There is growing optimism that investors will fare better in 2023 than they did in 2022. The caveat is that better does not necessarily mean this year will be an especially good one for markets or that it will be easier to navigate. One headwind that could prevent the typical bounce back year often seen following bear markets is simply starting valuations.

PDF file: Read the newsleter PDF size: 2573 KB

Our full publication list

Whitepapers

PDF file: Although there are challenges, we believe there should be strong consideration for the inclusion of private placements in a long-term investor’s strategic asset allocation. PDF size: 170 KB

PDF file: The role of bond ladder portfolios in spending down defined contribution assets. PDF size: 144 KB

PDF file: How dividing retirement into distinct segments can ease the planning process PDF size: 368 KB

PDF file: This thought paper walks through different approaches to effectively communicating to participants a holistic solution. PDF size: 305 KB

PDF file: “Retirement” is a relatively new concept. Not so long ago, leisure-filled, post-employment days simply did not exist. PDF size: 384 KB

PDF file: In setting the investment strategy for a defined benefit (DB) pension plan, a decision regarding percent of liabilities to hedge must be made. PDF size: 233 KB

PDF file: Navigating the uncertain times ahead can be aided by the usage of equity collar strategies that narrow the range of possible outcomes. PDF size: 199 KB

Investment Outlook

PDF file: Following last quarter’s rally, many markets appear mispriced for recession in the US and Europe, which looks increasingly unavoidable. PDF size: 2573 KB

PDF file: Volatility and risk premium are likely to remain elevated until the Fed stops hiking, which means the fourth quarter could be the most challenging of the year. PDF size: 1970 KB

PDF file: This quarter, we devote our first issue to cross-cutting factors in the current economic environment. PDF size: 908 KB

Viewpoints

PDF file: We explore the unique characteristics of public pension plans and challenges they may face to meet their investment goals. PDF size: 522 KB

PDF file: It’s difficult to ignore the growing call to action to address the climate crisis, which some refer to as our generation’s challenge. PDF size: 599 KB

PDF file: We discuss preparing for a plan termination by constructing a PRT-ready portfolio. PDF size: 517 KB

PDF file: In a conversation with Linsey Schoemehl Payne, Nichole Roman-Bhatty and Brian Beargie, we discuss timely topics relating to ESG for institutional investors. Furthermore, we explore the methods and considerations for incorporating ESG factors into the fixed income investment process. PDF size: 536 KB

PDF file: An Exploration of the Benefits and Considerations of Overlay Adoption PDF size: 515 KB

PDF file: In our conversation with Ben and Ciaran, we discuss the evolution of LDI and custom strategies and specifically, how they pertain to managing a cash balance plan. PDF size: 499 KB

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Views and opinions expressed herein are as of the date published and may change based on market and other conditions. The material contained here is confidential and intended for the person to whom it has been delivered and may not be reproduced or distributed. The material is for informational purposes only and is not intended as a solicitation to buy or sell any securities or other financial instrument or to provide any investment advice or service. Legal & General Investment Management America, Inc. does not guarantee the timeliness, sequence, accuracy or completeness of information included. Past performance should not be taken as an indication or guarantee of future performance and no representation, express or implied, is made regarding future performance.

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