LGPS Investment Spotlight Autumn 2021

Defined Contrarian 2020

Click below to read LGPS Investment Spotlight

Welcome to our inaugural edition of LGPS Investment Spotlight, where we bring you thoughtful insights on the investment themes we think you’ll be interested in. 

In this edition, we look at:

  • How things in the LGPS have changed and what the next 20 years have in store – written by our special guest Jeff Houston; 
  • What net zero means, whether it’s a realistic target and how the LGPS can begin to align their portfolios; 
  • Why it’s important not to forget the ‘S’ in ESG and why social housing is an attractive investment opportunity, allowing funds to generate financial returns while having a positive impact on broader society;
  • What challenges an inflationary environment can bring and how to position your assets accordingly; and
  • What our Manager Research team have been working on over the past 12 months and what’s in the pipeline for the remainder of the year.

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