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.
Solutions
Equity valuations uncovered (part 2): Valuation regressions – handle with care
What are the pitfalls of regressing equity returns against starting valuations, how can we correct for them and what is the upshot for expected returns? 
DB chart update: S&P500 in 2025. Treble 20?
With US equities delivering returns of over 20% in each of 2023 and 2024, how could DB schemes still seeking growth position portfolios this year? 
Illiquidity innovation
What solutions are available to schemes for their illiquid asset exposure as they approach a buy-in or buyout transaction? 
Investing like an insurer? This seems familiar!
Changes in insurer allocations over 2024 may mean that asset strategies are now closer to a typical ‘low-risk’ pension scheme strategy. This has been driven... 
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? 
Webinar: DB outlook 2025
We're delighted to share a recent client webinar on the outlook for DB schemes in 2025, held in partnership with Professional Pensions. 
Solutions outlook 2025: Time to think strategically
Buyout, run-on or both? We believe DB pension funds have much to be optimistic about as they choose their endgame destination. As long-term investors, schemes... 
What’s been happening in government bond markets?
Following on from our UK-focused LDI chart update on Friday, we take a broader look at the recent yield rises across government bond markets, including... 
Video: Solutions outlook 2025
We believe DB pension funds have much to be optimistic about as they choose their endgame destination. What could 2025 bring for DB schemes? Will... Recommended content for you
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