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

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
Bond volatility: how should DC savers react?
Investment strategy

Bond volatility: how should DC savers react?

DC savers and trustees need to understand the risks of bonds but may wish to tread carefully befo...
By John SouthallDetian Chen
19 Jul 2023
4 min read
The equity rollercoaster
John Southall
Investment strategy

The equity rollercoaster

A volatility number may fail to convey just how turbulent a journey a pure equity strategy can be...
By John Southall
09 Jun 2023
3 min read
LPI benefits: A free alpha dessert on top of the risk management main?
Investment strategy

LPI benefits: A free alpha dessert on top of the risk management main?

In this instalment of our mini series we explain how delta-hedging of LPI (Limited Price...
By Wilson PoonJohn Southall
02 Jun 2023
4 min read
Which LPI model is right for my scheme?
John Southall
Investment strategy

Which LPI model is right for my scheme?

A common problem faced by trustees of defined benefit (DB) schemes is what model to assume when...
By John Southall
26 May 2023
5 min read
Gentle glidepaths for foggy funding levels
John Southall
Investment strategy

Gentle glidepaths for foggy funding levels

Trustees, as the 'pilots' of DB schemes, need to plan how they're going to 'land' at buyout. One...
By John Southall
18 May 2023
4 min read
LPI 101: between the cap and the floor
John Southall
Investment strategy

LPI 101: between the cap and the floor

The complexities of hedging capped and floored pension scheme liabilities.
By John Southall
26 Apr 2023
4 min read
Fantastic elastic
John Southall
Investment strategy

Fantastic elastic

How tax and means-testing could impact your ideal glidepath to retirement.
By John Southall
18 Apr 2023
4 min read

Authors from the same team (34)

Yikai Shen

Yikai Shen

Yikai works as a quantitative associate in LGIM's Solutions group. Yikai assists in financial...
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Ross McDonald

Ross McDonald

Ross is an investment specialist within the Liquidity Management team. He joined LGIM in 2021 fro...
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SuAnn Song

SuAnn Song

Su focuses on developing investment solutions and thought leadership for DC clients. She joined...
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