Barry Kenneth, Chief Investment Officer of the Pension Protection Fund

In Episode #16 of IPE’s Leaders in Investment podcast series, Barry Kenneth, Chief Investment Officer of the Pension Protection Fund – the £39bn UK pensions ‘lifeboat’, speaks with IPE Editorial Director Liam Kennedy about seizing opportunities in the wake of the 2022 gilt crisis, his thoughts on interest rate duration, and equity investment as a key driver of growth. “Rather than have an investment target, we have a risk target. That focuses the mind slightly differently.  It’s a subtle difference, but I think it changes the mindset of how we think about investment.” This episode of Leaders in Investment is sponsored by PGIM. In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.  Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on [email protected]. See omnystudio.com/listener for privacy information.