COOKIES: We use cookies to give you the best experience on our website. You can see our cookie policy here. Please click agree to remove this message.

Sections

Ahead of the Curve

Ahead of the curve: An active view on active passive

April 2018 (magazine)By

Most active managers do fail to beat their indices. However, the key word here is ‘most’

Ahead of the Curve: Arch nemeses - value and growth

March 2018 (magazine)By

Value has outperformed growth over the long term, but over the past decade value has endured its longest and one of its weakest periods of relative performance on record

Ahead of the curve: Why bond covenants matter

February 2018 (magazine)By

For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG

Ahead of the Curve: Best strategies for crises

January 2018 (magazine)

US equities are eight years into an equity bull market, which must end. Investors are asking how they can protect their equity allocations if and when a correction happens

kobe steel ceo hiroya kawasaki

Ahead of the Curve: Steeling Japan’s governance

December 2017 (Magazine)By

While Japan’s boardroom governance may be improving in general terms, it is obvious that best practices have not always permeated every level of the corporate hierarchy

Ahead of the Curve: Beware banks

November 2017 (Magazine)

The universal desire to generate economic growth through capitalism lends itself naturally to the long-term nature of pension funds

All Ahead of the Curve

getting behind the stewardship bullshit on carillion

Long Term Matters: Getting behind the stewardship bullshit on Carillion

April 2018 (magazine)By Raj Thamotheram

Every so often things go so wrong that players are forced to come clean. Which is what has started to happen with Carillion. And it’s not a pretty sight

diary of an investor pieter mullen

Diary of an Investor: Imperfect foresight

March 2018 (magazine)By

‘Administration!’ declares Geert, our head of investment research one morning. ‘Not a sexy subject.’

Long Term Matters: What my illness is teaching me about investment

March 2018 (magazine)By Raj Thamotheram

When diagnosed with life-threatening conditions, we can be devastated, run from the diagnosis or embrace it and adapt. No prizes for guessing the smarter choice. The same goes for investment decision-makers today

luke hildyard

Guest viewpoint: Luke Hildyard

March 2018 (magazine)By

“The potential impact of climate change on investments should be considered at least on an annual basis”

All Columns

luke hildyard

Guest viewpoint: Luke Hildyard

March 2018 (magazine)By

“The potential impact of climate change on investments should be considered at least on an annual basis”

keith ambachtsheer

Guest Viewpoint: Keith Ambachtsheer

February 2018 (magazine)By

“CFA curriculum material should become more future-oriented and address awkward topics”

will goodhart

Guest Viewpoint: Will Goodhart, CFA UK

January 2018 (magazine)

“The responsibility for making our profession more representative of the society we serve ultimately sits with all of us”

gregg mc clymont

Guest viewpoint: Greg McClymont

December 2017 (Magazine)By

Pension systems everywhere are either struggling to manage the shift from defined benefit (DB) to defined contribution (DC) or contemplating the journey

Guest Viewpoint: Sarah Keohane Williamson & Matthew Leatherman

November 2017 (Magazine)

“The selection of a benchmark is secondary to many other provisions for encouraging long-term behaviour”

robin ellison

Guest Viewpoint: Robin Ellison

October 2017 (Magazine)

“The FCA has picked the wrong fight. We need a way to rate alternative investments”

Guest viewpoint: Stefan Lundbergh & Kerrin Rosenberg, Cardano

July / August 2017 (Magazine)By ,

“At present, UK trustees do not have the right governance framework in place to be effective or accountable” 

Guest Viewpoint: Avida International

June 2017 (Magazine)

“Fiduciary management has turned into a sophisticated exercise of managing increasingly complex investment value chains” 

All Guest Viewpoint

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

Begin Your Search Here

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

Begin Your Search Here