Contents


16


Interview: Barry Kenneth The PPF’s CIO talks to PI about investing through a crisis and working from home.


Secure income assets


LGIM’s private credit team explains why investors should not overlook this asset class.


26


Defined contribution Are DC schemes resilient enough to weather the Covid-19 storm?


38 34


Cyber risk: How robust are your portfolio companies’ digital defences?


6 News


10 Noticeboard 12 The Big Picture 14 Industry view 32 ESG: Industry view 33 ESG: News 46 The final countdown


42


Real assets Will interest in real assets survive an economic downturn?


Issue 93 | May 2020 | portfolio institutional | 5


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48