Implications of the latest economic position on investment strategy

As a response to the economic scene-setter, this session will focus on what the implications are for the LGPS:

• Discussing the impact on returns across all asset classes, and where they will be in the short and medium term
• Examining what the biggest risks the LGPS will face over the next 3 years and what the pools and funds can do now to futureproof against it
• Focus on the investment market conditions for infrastructure, where the LGPS should be looking to invest next and consideration of the risks
• Considering what the potential UK and US election results will mean for investment strategy
• Outlining what the investment strategy response should be to the current inflationary environment
• Identifying what the other up and coming political and economic issues are that we should be aware of