Video
Treasury and Investment Office Quarterly update and Investment building blocks
60 min watch 27 Nov 23
On this event, Paul Fidell, Senior Investment Specialist, ran through this quarter’s PruFund Expected Growth Rates (EGR) and Unit Price Adjustments (UPA) update.
Parit Jakhria, Director of Long-Term Investment Strategy and Mark Riggall, Head of Client Portfolio Management at the M&G Treasury and Investment Office (T&IO) then discussed our long-term established ‘building blocks framework’, for breaking down expected returns across different asset classes and geographies and in shaping our capital market assumptions.
Some of the topics they covered were:
- Our observation of short vs medium to long-term performance
- How we’re positioned in the current interest rate cycle
- How our investment building blocks provide broad exposure to optimise returns
- Recent changes to portfolios managed by T&IO
- Why we think it’s important to have a forward-looking asset allocation process
- What part this plays in forming PruFund EGRs
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