Columns – Page 6

  • Steve Waygood
    Features

    Guest Viewpoint: Steve Waygood

    April 2020 (Magazine)

    History may well look back on 2019 as the year the world finally woke up to the threats posed by climate change. Yet, with the negotiation failures that occurred at the 2019 United Nations Climate Change Conference in Madrid (COP25), the year ended on a significant downer.

  • Jim Caron at Morgan Stanley IM
    Opinion Pieces

    Viewpoint: Bond Yields Will Rise, But When?

    2020-03-20T16:07:00Z

    U.S. bond yields have been declining for four decades; why would the next decade be any different? - Jim Caron, Morgan Stanley Investment Management, explains

  • raj thamotheram
    Opinion Pieces

    Investing in an age of pandemics

    2020-03-20T16:02:00Z

    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. 

  • liam kennedy
    Opinion Pieces

    Coronavirus: Letter from Liam Kennedy, editorial director, IPE

    2020-03-16T16:57:00Z

    Very few of our readers will not be affected in some way by the spread of coronavirus and COVID-19. For IPE and most of its editorial team based in the centre of London, the virus has curtailed travel and meetings. We have also taken the decision to postpone events, ...

  • liam kennedy
    Opinion Pieces

    Delivering sustainable long-term value

    2020-03-06T15:44:00Z

    Some private equity investors claim the increased focus in private ownership imposes a new long-term perspective

  • liam ipe dec 2019
    Opinion Pieces

    Easier to abolish than to reform

    March 2020 (Magazine)

    The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people. 

  • daniel ben ami
    Opinion Pieces

    Judgement needed more than ever

    March 2020 (Magazine)

    There are good reasons why even the most ardent technophile should be wary of the excitement surrounding new investment-related technology. Big data, artificial intelligence, machine learning and blockchain all no doubt have promising applications in the investment world.

  • A belated but welcome debate
    Opinion Pieces

    A belated but welcome debate

    March 2020 (Magazine)

    The belief that the corporate culture of an asset management organisation affects its performance is gaining ground. Some investment consultants make reference to corporate culture as a factor driving manager selection. This may be marketing, but it could spark debate. 

  • Venilia
    Opinion Pieces

    Super asset managers: size matters

    March 2020 (Magazine)

    Institutional investors must question how the emergence of super asset managers have really benefited them over the years, especially since the cycle of mergers and acquisitions seems to have continued 10 years on.

  • raj thamotheram
    Features

    Long term matters: To investors who care about the climate crisis – act before COP26

    March 2020 (Magazine)

    Rather belatedly, we have a new president of COP26 in the form of Alok Sharma, former UK international development secretary. But this sorry saga seems quite symbolic – we know that we need to do something big but we can’t quite get our act together.

  • Joseph Mariathasan
    Opinion Pieces

    Davos Diary: Benefitting all stakeholders

    March 2020 (Magazine)

    January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world

  • Gregg McClymont
    Features

    Guest Viewpoint: Gregg McClymont

    March 2020 (Magazine)

    If the purpose of a pension system is to deliver a stable income in retirement, then the UK, strictly speaking, is on a path to leaving pensions behind. 

  • Adam Boyes at WTW
    Opinion Pieces

    Viewpoint: DB funding regime change

    2020-02-28T14:48:00Z

    What might the UK Pension Schemes Bill and upcoming changes to the funding regime mean for managing DB schemes?

  • Andrew Dougan at FTSE Russell
    Opinion Pieces

    Viewpoint: A more precise way to unlock targeted factors

    2020-02-20T13:54:00Z

    Factor investing is built on the premise that investors can manage risk and returns by applying an appropriate mix of equity factors such as value, quality, size, momentum and low volatility.

  • ben caldecott
    Opinion Pieces

    Viewpoint: Investing in green doesn’t equal greening the world

    2020-02-10T15:00:00Z

    Financial products and services marketed as green must make a clear and measurable difference to the transition to environmental sustainability, argues Ben Caldecott.

  • peter kraneveld
    Opinion Pieces

    Viewpoint: Fiduciary duty and global warming

    2020-02-03T13:04:00Z

    ESG is not the same as global warming, or climate change. There are overlaps, but the differences are more important. In essence, ESG is on the same level as a political conviction.

  • liam kennedy
    Opinion Pieces

    Post Brexit questions

    February 2020 (Magazine)

    By the time you read this, the UK will have left the European Union, following three years of negotiation, renegotiation and delay

  • Daniel
    Opinion Pieces

    A perilous stability

    February 2020 (Magazine)

    A few years ago, when asset managers talked about market prospects, they often pointed to 2020 as the year when the world economy could run into difficulties

  • Trustees should always protect pensions
    Opinion Pieces

    Trustees should always protect pensions

    February 2020 (Magazine)

    The proposal to phase out the Retail Prices Index (RPI), one of the main measures of inflation in the UK is among the pension industry’s biggest topics of debate.

  • Venilia
    Opinion Pieces

    Crossing boundaries

    February 2020 (Magazine)

    In 2020 many asset owners will be motivated to cross boundaries in search of stable returns. This is because despite big gains for equities and bonds during 2019, institutional investors are worried about low yields and slow growth hurting performance.