Contents 12


Interview: Richard Tomlinson The chief investment officer of Local Pensions Partnership Investments discusses strategic assets.


24 40 EM Debt


The emerging world is expected to drive the globe’s economy, largely funded by debt. We brought a panel of experts together to find out how investors are approaching these markets.


6 News 8 Noticeboard 9 The Big Picture


46


LGPS pooling Five years after George Osborne announced that the assets of local government pension schemes were to merge, we look at how the project is progressing.


10 Industry view 21 ESG: Industry view 22 ESG: News 50 The final countdown


ESG: Divestment or engagement Will ignoring or working with oil and gas companies speed up the transition to a net- zero economy?


Issue 104 | June 2021 | portfolio institutional | 5


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