Where next for equities – evolving strategies amidst uncertainty

There is a school of thought that advocates avoiding overexposure to equities given the current market conditions. Nevertheless, the LGPS continues to be a significant investor in this important asset class.

This session will explore key trends shaping equity investing, including the increasing correlation between bonds and equities and the implications of market concentration risk. Our panel will share insights on how the LGPS can adapt to structural shifts, manage risks, and position themselves for long-term resilience in an era of uncertainty.