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: Valuable tools for EMs

June 2018 (magazine)By Binu George

Emerging markets have smaller safety nets, making them prone to boom and bust cycles

Ahead of the Curve: Robots opening doors

May 2018 (magazine)By Jonathan Cohen, Heenal Patel

The robotics and automation theme has been gaining a lot of attention recently for good reasons. There is an industrial revolution  emerging across all industries as they realise that the new tools and applications being developed will be highly disruptive to existing business models. These new technologies cover everything from autonomous cars and delivery drones to surgical tools.

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

All Ahead of the Curve

diary of an investor pieter mullen

Diary of an Investor: What’s up with research costs?

June 2018 (magazine)By Pieter Mullen

In fixed income, no-one has ever really known how the research impacts on investment costs

a large scale investment by aviva in the polish coal industry has placed the firm in the crosshairs of environmental activists

Long-term Matters: Who decides which engagement is fit for purpose?

June 2018 (magazine)By Raj Thamotheram, , Ian Dunlop

Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions

Guest Viewpoint: Fiona Stewart & Georg Inderst

June 2018 (magazine)By Fiona Stewart, Georg Inderst

“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”

diary of an investor pieter mullen

Diary of an Investor: Making an impact

May 2018 (magazine)By

We at Wasserdicht like to think that our company has a positive impact around the world as a pump and flood protection equipment multinational

All Columns

Guest Viewpoint: Fiona Stewart & Georg Inderst

June 2018 (magazine)By Fiona Stewart, Georg Inderst

“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”

Guest Viewpoint: Christopher Ailman & Mark Walker

May 2018 (magazine)

Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors. 

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”

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.

  • QN-2444

    Asset class: Trade Finance.
    Asset region: Global.
    Size: USD 10m.
    Closing date: 2018-06-25.

  • QN-2452

    Asset class: Hard Currency.
    Asset region: Emerging markets.
    Size: USD 300 mil..
    Closing date: 2018-06-22.

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.

  • QN-2444

    Asset class: Trade Finance.
    Asset region: Global.
    Size: USD 10m.
    Closing date: 2018-06-25.

  • QN-2452

    Asset class: Hard Currency.
    Asset region: Emerging markets.
    Size: USD 300 mil..
    Closing date: 2018-06-22.

Begin Your Search Here