Christopher Walker
Opinion PiecesFuture of ESG investing in doubt following decisive Trump victory
In the past two years, an anti-ESG backlash has grown strong roots on the American right.
Book ReviewBook review: The Financial Markets of Ancient Egypt – Risk and Return
“If men could learn from history, what lessons it might teach us. But passion and party blind our eyes.”
InterviewsBarings: A bond investor for changing times
Martin Horne is the new global head of public assets at Barings bond investor, but he is a bond guy through and through.
InterviewsOpening private markets to smaller investors
“One of the biggest differentiators for us in comparison to other private markets businesses is our focus on the use of technology within the business,” says Hartley Rogers, chair of Hamilton Lane.
Special ReportInvestors take a cautious asset allocation path on Asia
Investing in the region is far from straightforward, with benchmarking particularly tricky
Special ReportSumitomo Mitsui Trust's Yoshio Hishida on Japan's unique position to attract investment
Yoshio Hishida, CEO of Sumitomo Mitsui Trust Asset Management, one of Japan’s largest investment managers, talks to Christopher Walker about his company’s focus on retail and attracting international capital
FeaturesJapan: New hand on the tiller
Kazuo Ueda, is the first new governor of the Bank of Japan (BoJ) in 10 years. One of outgoing governor Haruhiko Kuroda’s last moves was to widen the yield curve control (YCC) band on 10-year bonds from +/-25bps to +/-50bps. The reaction from the bond market over the following few days was to trade to the new upper limit.
InterviewsLCH: The other side of the mirror
Isabelle Girolami undoubtedly has a strong background in financial services, having worked for a range of very different institutions in very different roles. She was COO at the fixed income division of BNP Paribas, before going on to a similar role at Bear Stearns, the bank that failed early in 2008 and which was subsumed into JP Morgan. Prior to her current role at LCH she was global head of markets at Crédit Agricole.
InterviewsInterview: Hanneke Smits of BNY Mellon IM on diversity
The 30% Club started in the UK in 2010 with the ambition to raise female board representation to 30%. It is largely run as a network of volunteers, so new chair Hanneke Smits stresses the importance of having the backing of her “day job” at BNY Mellon Investment Management, where she is CEO. The investment firm was an early supporter of the club, which was co-founded by Helena Morrissey, then CEO of Newton (part of the BNY stable).
InterviewsNikko Asset Management: Complex, creative thinking
Stefanie Drews is at home with complexity. She speaks several languages fluently, including Japanese, and tells us she still does her maths in Italian.
InterviewsImpax rides the sustainability wave
One investment analyst sums up Impax Asset Management as a “pure sustainability play”. And certainly, according to founder and CEO Ian Simm, the core thesis of Impax is to “make the most of the investment opportunities offered by the transition to a more sustainable economy”. These are “on the scale of the Industrial Revolution”, Simm believes.
Special ReportESG: Will Scope 3 lead to a tech exodus in public markets?
Could the roll out of Scope 3 reporting bring ESG funds’ love affair with tech to an abrupt end?
Special ReportConsigning fossil fuels to the past
How are asset managers supporting the shift away from fossil fuels in energy intensive sectors?
FeaturesStrategically speaking interview: Redwheel’s new CEO
Last August, RWC Partner’s chief executive Dan Mannix left the company, and the head of business development, Tord Stallvik took over. Soon afterwards, the company rebranded as Redwheel – RWC was an acronym for Red Wheel Capital.
