Investment advisory research & insights | KPMG | UK
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Investment advisory research & insights

Investment advisory research & insights

KPMG Investment Advisory in the UK regularly produces a range of proprietary investment research. Please find below recently produced papers on a variety of topical issues.


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Further insights – recommended reading

December 2018 

Demystifying Responsible Investment

Responsible investment is a trending theme and has seen a spike in interest from regulators and policymakers. Ambiguity and numerous acronyms have led to confusion amongst investors. This paper therefore addresses the common myths of Environmental, Social and Governance factors.

Investment Market update – Lessons from Hollywood

What does Hollywood teach us about investment markets?

October 2018 

Equity markets – Flashing Amber

In an environment of loose monetary policy and low interest rates, equities have added considerable value to portfolios over the past decade. Our latest research paper questions whether this prolonged equity rally is sustainable as we transition to a more uncertain investment climate.

Diversified opportunistic lending investment case 

In a low yield market environment, could diversified opportunistic lending be suitable for your pension scheme as a higher returning contractual asset class? 

August 2018 

Private rented sector and the rise of 'generation rent'

The private rented sector can provide an attractive opportunity to generate returns through stable contractual income.

July 2018

Bulls versus Bears: Equity Journal Q2 2018 

Is it a bear market or a bull market? Our Equity Journal provides a snappy summary of the current market environment, the drivers behind movements and outlines the issues we believe investors should be mindful of. 

April 2018 

Revisiting direct lending 

This paper outlines a refreshed investment case for senior/unitranche direct lending to predominantly European middle-market companies. 

February 2018 

Responsible investing: A fad or the future? 

January 2018 

The role of real assets 

What are the real asset alternatives to balanced and long lease property for pension schemes? What differentiates them and how can investors use them? 

Other insights 

What are the frictional costs of investing in property? 

UK property is a long-term investment that comes with substantial frictional cost leakage. While not a red flag for investment, costs should be factored into the strategic decision to invest. 

2017 KPMG UK Fiduciary Management Survey 

We are delighted to share with you the KPMG Fiduciary Management Survey for 2017. This survey charts the increase in the number of defined benefit pension schemes in the UK using Fiduciary Management. We also offer insight regarding how we believe this market is evolving and changing with time. 

KPMG’s 2017 LDI Survey 

KPMG's new LDI survey provides the most comprehensive review of the Liability Driven Investment (LDI) market as it stands today. 

Cashflow negative isn't such a negative 

Our take on why cashflow negative has become a misguided focal point and the real factors pension schemes should be clear on. 


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