LGIM Blog – John Southall, Head of Solutions Research

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

John Southall24

John works on financial modelling, investment strategy development and thought leadership. He also gets involved in bespoke strategy work. John used to work as a pensions consultant before joining LGIM in 2011. He has a PhD in dynamical systems and is a qualified actuary.

Other articles by John Southall

Cash Money Bars

Should investors hedge currency risk?

In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon.

Game surplus

Unlocking surplus in the endgame

What key trade-offs do schemes need to weigh up as they choose to run on and target benefit uplifts for members?

weight game

Playing the ‘weighting’ game

Amid low spreads, some investors have been hesitant to allocate more to credit. But is waiting the right strategy?

Binoculars searching

Expected returns: boosting our binoculars

How should investors capture the shape of returns when making long-term return estimates across different asset classes?

Run on

Running on into retirement?

Strategies for maintaining scheme health and unlocking surplus.

Mind risk

Mind the risk: The value of valuations

We believe changes in risk should be considered alongside changes in return when tilting portfolios through time, as they can have a surprisingly large impact on efficient decision-making.

DDR 0

Dynamic discount rates: wider benefits for risk management?

A dynamic discount rate can help trustees better reflect the true risk of a scheme and make improved decisions about other risks, such as how much longevity risk to hedge. However, these enhanced decisions do not arise for quite the reason you might expect.

best rest

The best versus the rest

How unusual is regional outperformance in equity markets?

CAPM 0

Capital market assumptions: estimating long-term returns

How should investors go about setting long-term return estimates across different asset classes?

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