John Southall

Head of Solutions Research

John Southall
John works on financial modelling, investment strategy development and thought leadership. He also gets involved in bespoke strategy work. John used to work as a pensions consultant before joining LGIM in 2011. He has a PhD in dynamical systems and is a qualified actuary.

Other articles by John Southall

Could valuation metrics appear more valuable than they actually are?
John Southall
Investment strategy

Could valuation metrics appear more valuable than they actually are?

Hindsight bias is a hazard when seeking to estimate future returns. But in a technical dive into...
By John Southall
14 Feb 2024
4 min read
Assessing the impact of lower life expectancy
Investment strategy

Assessing the impact of lower life expectancy

With many pension funds likely to adopt new longevity assumptions over the coming months, what ar...
By John SouthallRobert Pace
05 Feb 2024
3 min read
Five strategies to combat sequence risk
John Southall
Investment strategy

Five strategies to combat sequence risk

We look at ways to reduce sequence risk in decumulation but emphasise the importance of consideri...
By John Southall
26 Jan 2024
4 min read
Core DB strategy: Revisiting assets that pay pensions
John Southall
Investment strategy

Core DB strategy: Revisiting assets that pay pensions

All defined benefit (DB) schemes still need to pay pensions as they fall due. What's the right...
By John Southall
30 Nov 2023
1 min read
Sequence risk in decumulation – smaller than you think?
Investment strategy

Sequence risk in decumulation – smaller than you think?

In this blog post, we explain how sequence risk is only a part of overall investment risk for tho...
By John SouthallFlorence Chapman
21 Nov 2023
4 min read
Sizing private markets in DC
Investment strategy

Sizing private markets in DC

How much should DC investors invest in illiquid assets? We consider the potential benefits of an...
By John SouthallJesal Mistry
11 Oct 2023
5 min read
Constructing buyout-ready portfolios for the endgame
John Southall
Investment strategy

Constructing buyout-ready portfolios for the endgame

As defined benefit (DB) schemes adopt a holding pattern ahead of a potential buyout, our Solution...
By John Southall
26 Sep 2023
2 min read
Should higher cash rates decrease interest in equities?
Investment strategy

Should higher cash rates decrease interest in equities?

Interest rates have shot up over the past 18 months, increasing the return available on 'risk-fre...
By John SouthallYikai Shen
13 Sep 2023
4 min read
Looking to r-star for inspiration: revisiting DB scheme hedge ratios
John Southall
Investment strategy

Looking to r-star for inspiration: revisiting DB scheme hedge ratios

With real yields having risen sharply in the past 18 months, trustees of defined benefit (DB)...
By John Southall
22 Aug 2023
4 min read

Authors from the same team (32)

Robert Pace

Robert Pace

Robert works with clients on LDI and broader solutions-based investment strategy. His three Rs ar...
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Celia Shen

Celia Shen

Celia is a member of the Solutions Group at LGIM. Celia joined LGIM in 2021 from Lane Clark and...
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Florent Herelle

Florent Herelle

Florent is responsible for the design and management of derivative solutions with a particular...
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