Amin Rajan
Contact info
- Email:
- liam.kennedy@ipe.com
AnalysisNet zero marks the second era of climate finance
Monica Defend, Vincent Mortier and Amin Rajan discuss progress and holdups on the global journey to net zero
FeaturesResearch: Engagement key to navigate the raft of social complications
Simon Klein and Amin Rajan find investors are opting for more social-related investing
FeaturesESG: Society first, profits second
Asoka Woehrmann and Amin Rajan ask whether social issues will become a permanent driver of investment decisions
FeaturesResearch: The shift from virtue to value
In the final article in a series of two, Pascal Blanqué and Amin Rajan argue that the success of ESG investing rests on a just transition to a low carbon future
FeaturesResearch: Resilience is the new watchword
In the first of two articles, Pascal Blanqué and Amin Rajan ask whether the current volatility in asset prices is a buying opportunity or the halfway stage in a prolonged bear market?
- Analysis
Research: Stewardship – a key point of competition
In the second of two articles on a new survey, Amin Rajan and Simon Klein argue that climate-change investing is mandating asset managers to be agents of change
- Features
The active-passive debate: A survey canvasses opinions of pension investors
Game changer or new danger? That is the question behind the spectacular worldwide rise of passive funds in this decade
- Features
Long-term investing: Equities will experience gravitational pull
This second article on a new survey argues that investing will remain a relative-value game
- Features
Research: The return of long-term investing
“Successful investing is anticipating the anticipations of others” according to John Maynard Keynes, one of the most influential economists of the twentieth century
- Special Report
IPE at 20: Time for a new implicit contract in alternative investments
An outstanding phenomenon of the past 20 years is the relentless rise of alternative investments, say Amin Rajan and Anthony Cowell
- Features
Pension Investing: Asset allocation to stay a relative value game
In the second article in a new series, Pascal Blanque and Amin Rajan argue that quantitative easing will continue to distort asset prices for the foreseeable future despite the rise of populist politics
- Opinion Pieces
Research: Ageing demographics are an asset allocation game changer
Two of the four worst bear markets of the last century rocked the world of investing over just seven years in the last decade. They sidelined conventional wisdom on risk premia and diversification.
- Features
DC plans in search of credibility
Worldwide, diversity increasingly characterises defined contribution (DC) schemes. There are employee-managed plans in Hong Kong, Japan, the UK and the US. There are trustee-led plans in Australia, Brazil, Chile, continental Europe and South Africa. There are state-supervised DC plans in China, India, Malaysia and Singapore.
- Features
Buy-and-hold birth pangs in Asia
In this second article on a new study, Nick Lyster and Amin Rajan debate that the notions of risk premia and time premia are slow to take root in the predominant savings culture of emerging markets.
- Special Report
Top 1000 - Stop pigeon-holing DC
Amin Rajan and Steven Hinds describe a new project that aims to create a typology of defined contribution plans.
- Features
Inflection point of emerging markets
In this article, the first in a series delving into a new study, Nick Lyster and Amin Rajan ask whether emerging markets are becoming yesterday’s story or are merely rebooting their growth engines before the next leap
- Features
Triumph of hope over experience
Book review: Money Mania: Booms, Panics and Busts from Ancient Rome to the Great Meltdown, Bob Swarup (Bloomsbury, £20)
Special ReportTop 400: Innovating in a world where winner takes all
A person who moves a mountain starts by taking away a small stone, according to a Chinese saying. This applies to the asset management industry today, say Amin Rajan and Kevin Pleiter
- Features
Exploding the asset allocation myth
The old dictum of ‘fix asset allocation and the numbers will follow’ no longer works, says Amin Rajan, and a world-class strategy is now worthless without world-class execution
- Features
Adding the best of DB to DC plans
In the final article in the current series, Nicholas Lyster and Amin Rajan argue that despite the demise of DB plans, the baby is unlikely to be thrown away with the bath water
