Risky Risks 2.0

Expect the Unexpected

Research Paper

Prepare for the risks ahead

Last year, we took a deep dive into several tail risk events and their potential impacts on UK private sector defined benefit pension schemes. These weren’t our main forecasts for 2024, but rather a collection of ‘what if’ scenarios to be aware of. Think of it as separating the tabloid headlines from the real news that impacts your portfolio.

Having already navigated through the first month of 2025 (and what an eventful start it has been), it’s time to unveil our predictions for the rest of the year. We hope you enjoy the report

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Disclaimer

This content has been prepared by Van Lanschot Kempen Investment Management (UK) Ltd. (‘’VLK Investment Management (UK)’’) for information purposes only. The information contained is of a general nature and should not be considered as the giving of investment advice by VLK Investment Management (UK) or any of its members, directors, officers, agents, employees or advisers. In particular, this document does not constitute an offer or invitation to enter into a transaction. Neither this document nor anything contained in it shall form the basis of any contract or commitment whatsoever. VLK Investment Management (UK) is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 166063). No part of this document may be used without prior permission from VLK Investment Management (UK) Ltd