LDI update | Recent market volatility and DB pension schemes

Now that the Liability-Driven Investing (LDI) dust is settling, it’s important for each defined benefit (DB) pension scheme to assess their position and consider whether strategic changes are necessary.

The recent market turmoil has affected DB pension schemes in many ways. In this briefing note from our Investment Consulting team, we set out some of the strategic, investment and operational aspects that now need to be considered. 

We start with a look at how a scheme's funding potion could have changed. Assessing the position for your scheme is the first step towards considering changes to your own strategy. 

Our outlook then provides our view of markets looking ahead, including gilts, credit, illiquids and equities, considering the challenges and prospects within these markets.

We also examine why schemes should review their investment strategies to factor in the implications of the recent market turmoil and the opportunities created.

Read our briefing note for more details.