Growth expectations Kevin McCreadie of AGF Investments outlines his predictions for growth in global markets in the coming year January 2018 marks the... Kevin McCreadie President and Chief Investment Officer AGF Investments December 1, 2017 Comment The transition risks facing LGPS pension pooling Steve Webster of MJ Hudson Allenbridge looks at the various factors which Local Government Pension Schemes have to consider as... Steve Webster Senior Adviser MJ Hudson Allenbridge December 1, 2017 Comment Commercial mortgages looking cheap again John Barakat of M&G Investments discusses the significant advantages offered to pension schemes by senior real estate debt Commercial mortgage lending... John Barakat Head of Real Estate Finance M&G Investments December 1, 2017 Comment Turning to multi-asset credit Jeff Boswell and Ed Evers of Investec Asset Management discuss the benefits of a multi-asset credit investment strategy for both... Jeff Boswell Strategy Leader, MAC Investec Asset Management Ed Evers Director, UK Client Group Investec Asset Management October 1, 2017 Comment Beating the income challenge The possibility of negative cash flows is becoming an increasingly pressing problem for local authority pension schemes. David Buckle of... David Buckle Head of Investment Solutions Design Fidelity International October 1, 2017 Comment Income thinking: structurally diversifying sources of risk John Stopford of Investec Asset Management explores why and how to structurally diversify sources of risk. By looking beyond asset... John Stopford Head of Multi-Asset Income, Portfolio Manager Investec Diversified Income Fund August 1, 2017 Comment Focusing on active engagement From an investor point of view, active engagement can be about more than just voting. James Sparshott of Legal &... James Sparshott Head of Local Authorities Legal & General Investment Management August 1, 2017 Comment Navigating the ESG landscape – the times are a-changing for the LGPS last year’s new government guidance, in addition to pooling, is moving the goalposts for local authorities as they look to... Paul Myles Director, Institutional Business BMO Global Asset Management Vicki Bakhshi Director, Governance and Sustainable Investment BMO Global Asset Management August 1, 2017 Comment What lies ahead for pooling? David Rae of Russell Investments examines different structural approaches that may be taken by LGPS pools and outlines the potential... David Rae Head of Client Strategy & Research, EMEA Russell Investments August 1, 2017 Comment Sustainability, and the US withdrawal from the Paris Agreement Martin Grosskopf, Hyewon Kong and Jonathan Lo of AGF Investments look at the issues surrounding climate change, and carbon emissions... Martin Grosskopf Vice-President & Portfolio Manager AGF Investments Inc Hyewon Kong Associate Portfolio Manager AGF Investments Inc Jonathan Lo Vice-President & Portfolio Specialist, North American & International Equities AGF June 1, 2017 Comment