Columns

  • liam ipe dec 2019
    Opinion Pieces

    Beyond green ambitions

    January 2020 (Magazine)

    Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond

  • Daniel
    Opinion Pieces

    A precarious balance

    January 2020 (Magazine)

    Why has there not been another global financial crisis over the past decade? That is a more fruitful question than trying to predict when the next bout of market mayhem will hit.

  • Carlo
    Opinion Pieces

    Systemic risk may be underestimated

    January 2020 (Magazine)

    Underestimating the scale of systemic risk within the asset management industry is a mistake. For several years, macroprudential authorities including the International Monetary Fund, the European Central Bank and the Bank of England have argued that asset management activities are becoming systemically more risky.

  • Venilia
    Opinion Pieces

    Time for a positive impact on investing

    January 2020 (Magazine)

    The focus on sustainability and impact investing is expected to continue to grow, with potential regulatory and policy responses having wide-ranging investment implications

  • liam ipe dec 2019
    Opinion Pieces

    Can we all be Canadian?

    December 2019 (Magazine)

    As we approach the 2020s, what have we learned about pension investing in the last 20 years?

  • daniel ipe dec 2019
    Opinion Pieces

    The fiscal shift is no solution

    December 2019 (Magazine)

    There is a growing consensus that there needs to be a shift from extraordinary monetary policy to fiscal activism. Although quantitative easing (QE) will continue, there is a widespread recognition that its effects are diminishing.

  • carlo ipe dec 2019
    Opinion Pieces

    Factor strategies should be based on scientific consensus

    December 2019 (Magazine)

    Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to EDHEC Business School, is a vocal supporter of this approach.

  • vewnilia ipe dec 2019
    Opinion Pieces

    The easy option

    December 2019 (Magazine)

    The Dutch social affairs’ minister Wouter Koolmees has spared millions of Dutch pensioners last month from having their pension payments cut in 2020, after the government granted pension funds a year’s grace period to restore coverage ratios.

  • bob collie
    Opinion Pieces

    Guest viewpoint: Bob Collie

    December 2019 (Magazine)

    “With DC now globally dominant, the momentum that has been building is likely to continue” 

  • raj thamotheram
    Opinion Pieces

    Long-term matters: Financial sector employees can help win the climate change fight

    December 2019 (Magazine)

    More than a thousand Google employees have signed a public letter calling on the company to take bold action on climate change. They joined employees in other companies such as Amazon and Microsoft who published similar letters, calling their companies to take real action on climate change in response to the climate crisis.

  • liam kennedy
    Opinion Pieces

    Bold thinking needed

    November 2019 (Magazine)

    Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.

  • daniel ben ami
    Opinion Pieces

    Bond bubble threatens emerging markets

    November 2019 (Magazine)

    Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Systemic risk debate intensifies

    November 2019 (Magazine)

    The financial system is facing its greatest challenge since the 2018 financial crisis

  • susanna sue rust
    Opinion Pieces

    What's in a pensions minister?

    November 2019 (Magazine)

    Last month, Jerry Moriarty, the chief executive of the Irish Association of Pension Funds, called on the country’s government to appoint a pensions minister 

  • raj thamotheram
    Opinion Pieces

    Long Term Matters: Time to shit or get off the (ESG) pot

    November 2019 (Magazine)

    The ESG project is well beyond its childhood, even its teenage years. PRI has been going for 13 years and SRI activity pre-dated it by a decade. 

  • kerrin rosenberg
    Opinion Pieces

    Guest viewpoint: Kerrin Rosenberg

    November 2019 (Magazine)

    “It is crucial to remember that the focus on good governance extends to including illiquid and private investment”

  • pensions in a hostile climate
    Opinion Pieces

    Pensions in a hostile climate

    October 2019 (Magazine)

     Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds. 

  • storing up future pain
    Opinion Pieces

    Storing up future pain

    October 2019 (Magazine)

    Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged. 

  • carlo svaluto moreolo
    Opinion Pieces

    Do not let costs become an obsession

    October 2019 (Magazine)

    Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective. 

  • nick reeve
    Opinion Pieces

    Time to talk pensions

    October 2019 (Magazine)

    At a press briefing last month, Bill Galvin, chief executive of the UK’s £68bn (€77bn) Universities Superannuation Scheme (USS), emphasised the importance of improving its communication policy.