All Opinion Pieces articles
View all stories of the same content type.
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Opinion PiecesCulture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
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Opinion PiecesThoughtful engagement with AI is not longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparitie -
Opinion PiecesPension funds must resist the weaponisation of asset allocation
Concerns about geopolitics are one of many factors involved in pension funds’ asset allocation decisions - yet they are often overemphasised by outsiders
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Opinion PiecesSustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
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Opinion PiecesPension funds are under the spotlight – it should be seen as an opportunity
Global policymakers are looking to pension funds to be part of the solution to many problems
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Opinion PiecesTotal portfolio approach is not a quick fix, beware the temptation
Keith Viverito casts a critical eye on the growing shift towards the total portfolio approach
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Opinion PiecesTo build capital markets that work for people, Europe should look to Sweden
Sweden’s capital market success offers the EU a practical model for building inclusive, resilient markets
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Opinion PiecesFrom net-zero promises to proof – Why investors need a new compass
Manuel Coeslier, head of Mirova Research Center, makes the case for a framework that allows investors to assess a broader spectrum of corporate climate action
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Opinion PiecesEuropean Commission IORP proposals are too slanted to individual pensions
The European Commission’s IORP II reform proposal structurally reinforces individual pensions and is at odds with the successful social partner-led Rhineland model
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Opinion PiecesReflections on the occupational PEPP (should it ever be proposed)
The EU’s planned occupational PEPP could reshape cross-border pensions if key tax and regulatory hurdles are resolved
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Opinion PiecesChannelling domestic investment bias in a smarter way
Governments have long orchestrated domestic institutional investor home bias, particularly by drawing investment boundaries to ensure large allocations to domestic assets.
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Opinion PiecesPension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
When a small but influential group of pension funds, mostly located in the Netherlands, signals a clear shift away from broad equity diversification and towards more concentrated strategies, it does not go unnoticed.
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Opinion PiecesGovernments are considering imposing domestic mandates to force domestic investment
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
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Opinion Pieces“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
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Opinion PiecesPension funds must brace for potential US currency compromise
Peter Kraneveld argues that pension funds should prepare themselves for a scenario in which US dollar ceases to be a reserve currency
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Opinion PiecesViewpoint: SeLFIES (on mobile phones) for the self-employed
An innovative bond pioneered by Brazil could help fix the self-employment pension problem in the EU and the UK
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Opinion PiecesUK pensions and private markets: the Mansion House Accord’s promise and perils
The task of channeling more UK DC pension savings towards domestic private markets is fraught with institutional, regulatory and cultural obstacles
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Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
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Opinion PiecesGuest viewpoint: Magnus Billing on the push for 'productive finance'
European policymakers are pushing pension funds toward ‘productive finance’ – directing capital into asset classes such as private equity, venture capital and infrastructure investments.
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Opinion PiecesThree years on from the LDI crisis, has the UK pension industry learned its lesson?
This issue of IPE goes to press almost exactly three years after the UK pension industry was thrown into disarray by what many remember as the ‘LDI crisis’. On 23 September 2022, then British chancellor Kwasi Kwarteng announced sweeping tax cuts that prompted a frenzied sell-off ...
