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Letter from the US

Letter from the US: REITS a good long-term bet, says study

December 2018 (magazine)By Maria Teresa Cometto

Investors have lost some of their enthusiasm for US REITs – real-estate investment trusts – after their poor performance in the third quarter. From July to September, the FTSE Nareit All Equity REITs index gained 0.5%, compared with a 7.6% return for S&P 500 over the same period. The return of the REITs index has trailed behind S&P 500 by more than seven percentage points for the first three quarters of the year.

pbgc

Letter from the US: Controversial nomination for PBGC

November 2018 (magazine)By Maria Teresa Cometto

How do you fix a pension programme that has liabilities of $67.3bn (€58.4bn) and assets of only $2.3bn? 

Letter from the US: Insurers back new annuities rules

September 2018 (magazine)By Maria Teresa Cometto

Insurance companies hope to play a greater role in 401(k) retirement savings plans if congress approves new rules on annuities

Letter from the US: No panic as investors stay the course

July/August 2018 (magazine)By Maria Teresa Cometto

Some 59% of US defined contribution (DC) plans’ assets and 47% of Individual Retirement Accounts (IRAs) are invested in mutual funds, with a total of $8.8trn (€7.5trn). Overall, the US mutual fund industry manages about $22trn on behalf of more than 100m investors. 

harvard university

Letter from the US: Harvard gets down to business

June 2018 (magazine)By Maria Teresa Cometto

It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility 

some 11 us states have approved their own retirement savings plans but oregon was the first to enrol employers and employees

Letter from the US: All eyes on Oregon’s auto enrolment

May 2018 (magazine)By Maria Teresa Cometto

The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme

All Letter from The US

Long Term Matters: What should investors do about authoritarian governments?

December 2018 (magazine)By Raj Thamotheram

In October, I wrote that investors would soon have to choose between backing social justice or going along with authoritarian- ism. I was not expecting that the choice would come so quickly

simon lewis

Guest viewpoint: Simon Lewis, AFME

December 2018 (magazine)

Europe’s capital markets are facing some of their toughest challenges since the global financial crisis 

raj thamotheram

Long-Term Matters: Disruptive change is coming – which side will you choose?

October 2018 (magazine)By Raj Thamotheram

Paying good pensions is a noble purpose but much less so if investors, inadvertently or otherwise, help create a world that is not worth living in

jim hawley and jon lukomnik

Guest Viewpoint: Jim Hawley and Jon Lukomnik

October 2018 (magazine)

It is fitting that we launched our ‘Purpose of Asset Management’ paper in London, not far from 221b Baker Street, the home of the famous fictional detective, Sherlock Holmes. 

All Columns

sven giegold

Brussels People: Sven Giegold, MEP

December 2018 (magazine)By Jeremy Woolfe

While he derives some satisfaction from advances in green energy and the like, Sven Giegold is unhappy that most global investment can still be classed as environmentally unsustainable. 

frankfurt

Letter from Brussels: Brussels seeks to bolster secondary market in non-performing loans

November 2018 (magazine)By Jeremy Woolfe

Are non-peforming loans an investor’s dream come true? Or do they represent immeasurable risks?

sven giegold

Letter from Brussels: Focus on pension products and supervision ahead of elections

October 2018 (magazine)By Jeremy Woolfe

Tensions are rising in Brussels as the EU institutional mandate approaches its end ahead of the Parliamentary elections in May 2019, and the Commission has already ceased issuing new proposals in the absence of legislative time. 

Letter From Brussels: CMU urgency mounts

September 2018 (magazine)By Jeremy Woolfe

The race is on to complete the EU’s flagship Capital Markets Union project before the mandates of the Commission and Parliament elapse next year

Letter from Brussels: Campaign to boost pan-EU distribution of UCITS and AIFs

July/August 2018 (magazine)By Jeremy Woolfe

Another step by Brussels to ease financing to business across the EU comes with measures to facilitate the cross-border distribution of investment funds

Letter from Brussels: Who cares about our €3.5trn?

June 2018 (magazine)By Jeremy Woolfe

PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests

All Letter from Brussels

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