De pensioenstelselherziening komt snel dichterbij. Deze herziening betekent onder meer een transitie naar premieovereenkomsten. Dat heeft een grote impact op pensioenuitvoerders, werkgevers, werknemers en gepensioneerden. De inzichten uit dit tweede Sectorbeeld Pensioenen (‘Sectorbeeld’) kunnen voor pensioenprofessionals van waarde zijn bij
The ongoing conflict in Ukraine offers lessons for navigating the effects of future crises on equity portfolios. Beyond the more obvious dynamics, we have observed that U.S. stocks have other forms of direct and indirect exposures to this conflict. These
In this CIO spring update, teams from across LGIM share some of our analysis. These include the following key points: To avert the threat of stagflation, central bankers face their biggest dilemma since the 1970s. The US dollar is likely
Mass market residential housing is in structural undersupply. As such, it is a defensive sector. It is not immune to supply chain or inflation risks. The sector has seen inflation in construction costs. To date, these costs have been absorbed
Impact investing aims to generate a measurable social/environmental impact alongside financial return We believe that companies which help to solve emerging markets’ acute societal and environmental challenges are uniquely exposed to a clear growth path over the coming decades. Impact
