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  • Josh Kendall at Insight Investment
    Opinion Pieces

    Viewpoint: Responsible investing climbs trustee boards’ agendas

    2020-04-07T15:23:00Z

    The amount of legislation at hand and the pace at which different directives and guidelines are coming out could be seen as daunting for some

  • Judith Fish at Dalriada
    Opinion Pieces

    Viewpoint: Coronavirus – what should trustees be thinking about?

    2020-04-03T11:24:00Z

    Trustees have a duty to pay benefits to members, but the current financial environment is keeping them on their toes.

  • Liam Kennnedy
    Opinion Pieces

    Knowns and unknowns

    April 2020 (Magazine)

    “There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld, former US secretary of defence, February 2002

  • Daniel Ben-Ami
    Opinion Pieces

    Understanding the pandemic’s impact

    April 2020 (Magazine)

    When facing a serious threat it pays to remain as calm as possible. The temptation to panic is inevitably strong but it should be resisted.

  • venilia ipe dec 2019
    Opinion Pieces

    Be prepared for the future

    April 2020 (Magazine)

    As 2019 came to an end, there were a number of risks that investors around the world would have to watch out for – Brexit negotiations, the US election, the trade war between China and the US – but nobody could have guessed that the COVID-19 pandemic was to come.

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Letter from a country in crisis

    April 2020 (Magazine)

    Empty streets and squares are not a usual sight in Italy, a country whose people love to socialise. The deadly COVID-19 pandemic has even taught Italians to make orderly queues outside supermarkets. The reality is that while Italians are not good at prevention, they are outstanding at reacting to emergency situations, thanks to their experience dealing with earthquakes and other natural disasters.

  • The case for a UK sovereign wealth fund
    Opinion Pieces

    The case for a UK sovereign wealth fund

    April 2020 (Magazine)

    In November 2012 I suggested in an article in IPE that the UK should set up a sovereign wealth fund. The House of Commons had a parliamentary debate on setting one up in December 2016* and included the IPE article in the background papers. Unfortunately, Brexit overshadowed all else, but now that it is done, there may be a case for revisiting the arguments.

  • Jim Caron at Morgan Stanley IM
    Opinion Pieces

    Viewpoint: Bond Yields Will Rise, But When?

    2020-03-20T16:07:00Z

    U.S. bond yields have been declining for four decades; why would the next decade be any different? - Jim Caron, Morgan Stanley Investment Management, explains

  • raj thamotheram
    Opinion Pieces

    Long-term matters: Investing in an age of pandemics

    2020-03-20T16:02:00Z

    Pandemics are master classes in managing existential uncertainty. Being overwhelmed is ‘normal’. Here are seven actions that we can take as citizens and investment professionals. The focus is on the US and the UK: their governments are floundering. The unravelling in the US is dangerous for investors. Both the UK and the US are very responsive to the financial sector. 

  • liam kennedy
    Opinion Pieces

    Coronavirus: Letter from Liam Kennedy, editorial director, IPE

    2020-03-16T16:57:00Z

    Very few of our readers will not be affected in some way by the spread of coronavirus and COVID-19. For IPE and most of its editorial team based in the centre of London, the virus has curtailed travel and meetings. We have also taken the decision to postpone events, ...

  • liam kennedy
    Opinion Pieces

    Delivering sustainable long-term value

    2020-03-06T15:44:00Z

    Some private equity investors claim the increased focus in private ownership imposes a new long-term perspective

  • daniel ben ami
    Opinion Pieces

    Judgement needed more than ever

    March 2020 (Magazine)

    There are good reasons why even the most ardent technophile should be wary of the excitement surrounding new investment-related technology. Big data, artificial intelligence, machine learning and blockchain all no doubt have promising applications in the investment world.

  • A belated but welcome debate
    Opinion Pieces

    A belated but welcome debate

    March 2020 (Magazine)

    The belief that the corporate culture of an asset management organisation affects its performance is gaining ground. Some investment consultants make reference to corporate culture as a factor driving manager selection. This may be marketing, but it could spark debate. 

  • Venilia
    Opinion Pieces

    Super asset managers: size matters

    March 2020 (Magazine)

    Institutional investors must question how the emergence of super asset managers have really benefited them over the years, especially since the cycle of mergers and acquisitions seems to have continued 10 years on.

  • Joseph Mariathasan
    Opinion Pieces

    Davos Diary: Benefitting all stakeholders

    March 2020 (Magazine)

    January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world

  • liam ipe dec 2019
    Opinion Pieces

    Easier to abolish than to reform

    March 2020 (Magazine)

    The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people. 

  • Adam Boyes at WTW
    Opinion Pieces

    Viewpoint: DB funding regime change

    2020-02-28T14:48:00Z

    What might the UK Pension Schemes Bill and upcoming changes to the funding regime mean for managing DB schemes?

  • Andrew Dougan at FTSE Russell
    Opinion Pieces

    Viewpoint: A more precise way to unlock targeted factors

    2020-02-20T13:54:00Z

    Factor investing is built on the premise that investors can manage risk and returns by applying an appropriate mix of equity factors such as value, quality, size, momentum and low volatility.

  • ben caldecott
    Opinion Pieces

    Viewpoint: Investing in green doesn’t equal greening the world

    2020-02-10T15:00:00Z

    Financial products and services marketed as green must make a clear and measurable difference to the transition to environmental sustainability, argues Ben Caldecott.

  • peter kraneveld
    Opinion Pieces

    Viewpoint: Fiduciary duty and global warming

    2020-02-03T13:04:00Z

    ESG is not the same as global warming, or climate change. There are overlaps, but the differences are more important. In essence, ESG is on the same level as a political conviction.