Espen Henriksen at Norwegian Business School

Viewpoint: The economic objectives of the ‘Oil Fund’

2020-05-26T16:14:00+01:00By Martin Schmalz and Espen Henriksen

The attention surrounding the appointment of Nicolai Tangen to head the Norwegian ‘Oil Fund’ could be reflections of deeper concerns and how the objectives of asset managers and asset owners differ.

Lise Moret at AXA IM

Viewpoint: Greening the recovery

2020-05-21T15:16:00+01:00By Lise Moret

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

Viewpoint: ESG as the new normal

2020-05-07T12:35:00+01:00By Ed Gouldstone

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

Rob Arnott, Research Affiliates

Viewpoint: Value investing – bruised but not broken

2020-05-05T15:26:00+01:00By Rob Arnott

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

Liam Kennnedy

Guard against mission creep

May 2020 (Magazine)By

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