Columns – Page 5

  • Lise Moret at AXA IM
    Opinion Pieces

    Viewpoint: Greening the recovery

    2020-05-21T15:16:00Z

    The coronavirus outbreak has been a tragedy for many, a shock for us all and a crisis for economies around the globe. It has forced governments to embark on a massive experiment, slashing economic activity to limit the pandemic, sharply reducing carbon emissions and preparing for only a slow resumption ...

  • Ed Gouldstone at Linedata AM
    Opinion Pieces

    Viewpoint: ESG as the new normal

    2020-05-07T12:35:00Z

    The recent impact of the COVID-19 virus outbreak will only accelerate ESG adoption

  • Rob Arnott, Research Affiliates
    Opinion Pieces

    Viewpoint: Value investing – bruised but not broken

    2020-05-05T15:26:00Z

    The structural driver of value equity stragegies remains intact, according to the founder of Research Affiliates

  • Liam Kennnedy
    Opinion Pieces

    Guard against mission creep

    May 2020 (Magazine)

    As the impact of the coronavirus continues to make itself felt, largely out of sight in hospitals and care homes, the parallel with today’s social, market and economic situation feels unusually apt

  • Daniel Ben-Ami
    Opinion Pieces

    Pandemic quickens existing trends

    May 2020 (Magazine)

    It was probably inevitable that many would declare that the Covid-19 pandemic changes everything. The only question was how that sentiment would be expressed

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Market disconnects have widened

    May 2020 (Magazine)

    Thanks to a remarkable comeback in April, equity markets have partly offset the collapse that took place as a result of the COVID-19 pandemic. 

  • Venilia
    Opinion Pieces

    Not business as usual

    May 2020 (Magazine)

    Basing investment decisions on short-term events can have long-term consequences, so it is vital trustees seek guidance

  • Raj Thamotheram
    Features

    Long Term Matters: Learning from COVID-19

    May 2020 (Magazine)

    As the tide of the Second World War was turning in favour of the Allies, there was a ferment of discussion – initially bottom up – about how to build a better world when the war was over. While loved ones were fighting overseas and people at home were struggling with rationing and movement restrictions, some made the time to think about the future. The Bretton Woods Agreement, establishing fixed exchange rates, happened ten months before the war ended in Europe.

  • Jeremy Coller
    Features

    Guest Viewpoint: Jeremy Coller

    May 2020 (Magazine)

    The global shutdown is painful for almost every sector of the economy. But in some industries the real damage will begin after the pandemic ends  

  • Andrew Downes at Stamford Associates
    Opinion Pieces

    Viewpoint: Rebalancing – the rational route to sustaining strategic objectives

    2020-04-24T14:20:00Z

    Following severe equity and bond market dislocations, long-term investors should be taking stock of their portfolio allocations.

  • Philip Maymin hi-res
    Opinion Pieces

    ​Viewpoint: Coronabias and the fat tail

    2020-04-22T12:19:00Z

    Behavioural science has done a marvellous job of pointing out the mistakes most human beings make in estimating probability

  • March Rochelle at S&P crop
    Opinion Pieces

    Viewpoint: The positive impact scorecard

    2020-04-17T09:15:00Z

    The private sector is discovering positive ways to support the response to COVID-19

  • Josh Kendall at Insight Investment
    Opinion Pieces

    Viewpoint: Responsible investing climbs trustee boards’ agendas

    2020-04-07T15:23:00Z

    The amount of legislation at hand and the pace at which different directives and guidelines are coming out could be seen as daunting for some

  • Judith Fish at Dalriada
    Opinion Pieces

    Viewpoint: Coronavirus – what should trustees be thinking about?

    2020-04-03T11:24:00Z

    Trustees have a duty to pay benefits to members, but the current financial environment is keeping them on their toes.

  • Liam Kennnedy
    Opinion Pieces

    Knowns and unknowns

    April 2020 (Magazine)

    “There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld, former US secretary of defence, February 2002

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Letter from a country in crisis

    April 2020 (Magazine)

    Empty streets and squares are not a usual sight in Italy, a country whose people love to socialise. The deadly COVID-19 pandemic has even taught Italians to make orderly queues outside supermarkets. The reality is that while Italians are not good at prevention, they are outstanding at reacting to emergency situations, thanks to their experience dealing with earthquakes and other natural disasters.

  • venilia ipe dec 2019
    Opinion Pieces

    Be prepared for the future

    April 2020 (Magazine)

    As 2019 came to an end, there were a number of risks that investors around the world would have to watch out for – Brexit negotiations, the US election, the trade war between China and the US – but nobody could have guessed that the COVID-19 pandemic was to come.

  • The case for a UK sovereign wealth fund
    Opinion Pieces

    The case for a UK sovereign wealth fund

    April 2020 (Magazine)

    In November 2012 I suggested in an article in IPE that the UK should set up a sovereign wealth fund. The House of Commons had a parliamentary debate on setting one up in December 2016* and included the IPE article in the background papers. Unfortunately, Brexit overshadowed all else, but now that it is done, there may be a case for revisiting the arguments.

  • Daniel Ben-Ami
    Opinion Pieces

    Understanding the pandemic’s impact

    April 2020 (Magazine)

    When facing a serious threat it pays to remain as calm as possible. The temptation to panic is inevitably strong but it should be resisted.

  • Raj Thamotheram and Alison Taylor
    Opinion Pieces

    Long Term Matters: Investing in an age of pandemics

    April 2020 (Magazine)

    Pandemics are master classes in managing existential uncertainty. Being overwhelmed is ‘normal’. Here are seven actions that we can take as citizens and investment professionals. The focus is on the US and the UK: their governments are floundering. The unravelling in the US is dangerous for investors. Both the UK and the US are very responsive to the financial sector.