With inflation at a level last seen in the early 1990s, governments are working to reduce the cost of goods and services, which in some countries has reached double digits. This could see the base rate rising further, and central banks have warned this is their intention.
But when will these rises peak and how will institutional investors adjust their portfolios in the face of what could be a ‘new normal’?
The cover story of our March edition looks at the options open to pension schemes as they bid to ensure that they continue to pay their benefits on time and in full.
This edition also looks at the outlook for equities after their strong start to the year, as well as the defined contribution market as it moves into a new phase with the launch of the value for money consultation.
We also put the quality and consistency of corporate ESG disclosures under the microscope and sit down for a chat with the team responsible for the West Yorkshire Pension Fund’s investment strategy.
Finally, Chandra Gopinathan explains what sustainable ownership means to Railpen.
We hope you enjoy the issue.
