Columns – Page 9
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Opinion PiecesGuest viewpoint: David Kavanagh
The deadline for national implementation of the IORP II directive passed this January
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Opinion Pieces
Guest viewpoint: Lisa Brüggen & Thomas Post
”Pension funds, insurance companies and policymakers should limit choices to 6-22 option”
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Opinion Pieces
Long Term Matters: What do Facebook’s investors care?
Mark Zuckerberg “is a bigger threat to American democracy than Donald Trump”, says David Runciman, professor of politics at Cambridge University
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Opinion Pieces
Guest Viewpoint: Sviatoslav Rosov, CFA Institute
The statistics on public market participation by corporations over the past two decades make grim reading. The US had 14% fewer exchange-listed firms in 2012 than in 1975
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Opinion Pieces
Long Term Matters: What should investors do about authoritarian governments?
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
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Opinion Pieces
Guest viewpoint: Simon Lewis, AFME
Europe’s capital markets are facing some of their toughest challenges since the global financial crisis
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Opinion Pieces
Long-Term Matters: Disruptive change is coming – which side will you choose?
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
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Opinion Pieces
Guest Viewpoint: Jim Hawley and Jon Lukomnik
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.
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Opinion Pieces
Long-Term Matters: What world are we creating by saving the world?
The focus of ESG investment has been moving towards the environmental over several years. Topics like green bonds, carbon indices, green ETFs, portfolio carbon footprinting and decarbonisation are making headway
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Opinion Pieces
Long-term Matters: An apocryphal tale for wannabe climate-aware investors
It is impossible to know how today’s CIOs will look back on their actions in the 2010s. But, we still have time to avert the worst of runaway climate change
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Opinion Pieces
Guest Viewpoint: Amlan Roy
Incorporating changing behaviour and technological trends in retirement planning is essential
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Features
Diary of an Investor: What’s up with research costs?
In fixed income, no-one has ever really known how the research impacts on investment costs
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Opinion Pieces
Long-term Matters: Who decides which engagement is fit for purpose?
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
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Opinion Pieces
Guest Viewpoint: Fiona Stewart & Georg Inderst
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
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Features
Diary of an Investor: Making an impact
We at Wasserdicht like to think that our company has a positive impact around the world as a pump and flood protection equipment multinational
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Opinion Pieces
Guest Viewpoint: Christopher Ailman & Mark Walker
Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors.
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Opinion Pieces
Long Term Matters: Getting behind the stewardship bullshit on Carillion
Every so often things go so wrong that players are forced to come clean. Which is what has started to happen with Carillion. And it’s not a pretty sight
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Features
Diary of an Investor: Imperfect foresight
‘Administration!’ declares Geert, our head of investment research one morning. ‘Not a sexy subject.’
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Opinion Pieces
Guest viewpoint: Luke Hildyard
“The potential impact of climate change on investments should be considered at least on an annual basis”
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Opinion Pieces
Long Term Matters: What my illness is teaching me about investment
When diagnosed with life-threatening conditions, we can be devastated, run from the diagnosis or embrace it and adapt. No prizes for guessing the smarter choice. The same goes for investment decision-makers today
