This week we’re joined by LCP colleague David Wrigley to break down LCP’s strategic portfolio. This covers: our best ideas in investment, how we bring strategies together, how we view asset classes and investment in a time of higher inflation. David covers recent changes to the portfolio, the role of short dated credit, asset backed securities and real assets as well as much more. Listeners will surely take a lot away from this quick tour of a host of LCP strategic investment thinking and ideas with a DB pensions perspective.