Columns – Page 7
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FeaturesGuest Viewpoint: Ric van Weelden
Asset owners have realised that diversity is more than just an ESG matter
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Opinion Pieces
Beyond green ambitions
Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond
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Opinion Pieces
A precarious balance
Why has there not been another global financial crisis over the past decade? That is a more fruitful question than trying to predict when the next bout of market mayhem will hit.
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Opinion Pieces
Systemic risk may be underestimated
Underestimating the scale of systemic risk within the asset management industry is a mistake. For several years, macroprudential authorities including the International Monetary Fund, the European Central Bank and the Bank of England have argued that asset management activities are becoming systemically more risky.
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Opinion Pieces
Time for a positive impact on investing
The focus on sustainability and impact investing is expected to continue to grow, with potential regulatory and policy responses having wide-ranging investment implications
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Features
Guest Viewpoint: Fabrice Demarigny, Joachim Nagel & Corien Wortmann-Kool
“A reboot of the CMU has moved up the European policy agenda”
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Opinion Pieces
Can we all be Canadian?
As we approach the 2020s, what have we learned about pension investing in the last 20 years?
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Opinion Pieces
The fiscal shift is no solution
There is a growing consensus that there needs to be a shift from extraordinary monetary policy to fiscal activism. Although quantitative easing (QE) will continue, there is a widespread recognition that its effects are diminishing.
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Opinion Pieces
Factor strategies should be based on scientific consensus
Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to EDHEC Business School, is a vocal supporter of this approach.
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Opinion Pieces
The easy option
The Dutch social affairs’ minister Wouter Koolmees has spared millions of Dutch pensioners last month from having their pension payments cut in 2020, after the government granted pension funds a year’s grace period to restore coverage ratios.
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Opinion Pieces
Long-term matters: Financial sector employees can help win the climate change fight
More than a thousand Google employees have signed a public letter calling on the company to take bold action on climate change. They joined employees in other companies such as Amazon and Microsoft who published similar letters, calling their companies to take real action on climate change in response to the climate crisis.
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Opinion Pieces
Guest viewpoint: Bob Collie
“With DC now globally dominant, the momentum that has been building is likely to continue”
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Opinion Pieces
Bold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
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Opinion Pieces
Bond bubble threatens emerging markets
Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening
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Opinion Pieces
Systemic risk debate intensifies
The financial system is facing its greatest challenge since the 2018 financial crisis
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Opinion Pieces
What's in a pensions minister?
Last month, Jerry Moriarty, the chief executive of the Irish Association of Pension Funds, called on the country’s government to appoint a pensions minister
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Opinion Pieces
Long Term Matters: Time to shit or get off the (ESG) pot
The ESG project is well beyond its childhood, even its teenage years. PRI has been going for 13 years and SRI activity pre-dated it by a decade.
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Opinion Pieces
Guest viewpoint: Kerrin Rosenberg
“It is crucial to remember that the focus on good governance extends to including illiquid and private investment”
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Opinion Pieces
Pensions in a hostile climate
Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds.
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Opinion Pieces
Storing up future pain
Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged.
