The target absolute return sector has been unloved to say the least. With the offer of ‘investment nirvana’, as Square Mile’s Richard Romer-Lee puts it, these funds look to reduce volatility and still deliver performance in difficult markets.
In this conversation, I sat down with Richard and LGIM’s own Head of UK Retail Distribution, James Crossley, to discuss whether this is a ‘genre, not a sector’, the top concerns he’s hearing from advisers and wealth managers, and how communication and transparency are crucial in managing investors’ risk and return expectations.
This episode was recorded at the London Stock Exchange where Richard had just hosted a live webinar featuring a panel of industry experts on diversification, risk management and the role of alternatives in your portfolios.
You can watch the whole webinar here:
- Richard Romer-Lee, Managing Director, Square Mile
- James Crossley, Head of UK Retail Sales, LGIM
- Mark Chappel, Senior Investment Writer, LGIM
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