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  • Henrik Pontzen
    Features

    Transformation as a strategy

    Towards net zero: COP26 and beyond

    Investing sustainably is making the jump from niche to mainstream, but as it gains in popularity, it is also becoming far more complex. Whereas investors initially preferred to exclude problematic companies or even entire sectors, there has since been a shift in attitudes.

  • Carsten Eckert
    Features

    Research: A new understanding of investor satisfaction

    November 2021 (Magazine)

    Compelling statistics highlight the differences in the economic value of service quality in institutional markets

  • Pensions insider
    Features

    Pensions Insider: Silence can be golden

    November 2021 (Magazine)

    In the fifth of a series of articles aimed at empowering trustees, our insider gives an example of when openess could exacerbate a problem

  • Lawrence Bacow
    Features

    Letter from US: University endowments setting the pace on fossil fuel divestment

    November 2021 (Magazine)

    US university and college endowments control more than $600bn (€517bn) of investments. Their policies often influence the behaviour of public pensions. So it is interesting to see whether Harvard’s recent decision to end its investments in fossil fuels will be followed not only by other universities but also by retirement systems. 

  • James de Bunsen
    Features

    Perspective: Songs strike a chord

    November 2021 (Magazine)

     A welter of recent private market deals and artists’ catalogue sales have moved music income strategies into the mainstream

  • IHS Markit-BME Germany Manufacturing PMI
    Features

    Fixed income, rates, currencies: Simmering tensions bubble up

    November 2021 (Magazine)

    After a reasonably peaceful summer – relative to the many previous volatile ones for capital markets, that is – simmering tensions are bubbling over, affecting many financial asset classes.

  • Patrick Cunningham
    Features

    Briefing: UK fiduciary management

    November 2021 (Magazine)

    In 2019, the UK government introduced reforms to the investment consultancy and fiduciary management sector. That followed a review by the Competition and Markets Authority (CMA) that identified competition problems. 

  • Wilse Graveland
    Features

    Briefing: Dutch fiduciary management

    November 2021 (Magazine)

    A new pensions agreement between the Dutch cabinet and social partners last year requires nearly all Dutch pension funds to switch to a new defined contribution (DC) contract. It includes a lifecycle system and personal pension pots. The idea is to combine collective and individual components in one pension agreement. 

  • Romano Gruber
    Features

    Briefing: Insurance-linked securities

    November 2021 (Magazine)

    Hurricane Ida in late August and early September caused great damage to the southern coast of the US. Fortunately, for people in this area, insurance policies often cover destructions to their properties. Since covering such damage can lead to severe losses for insurance companies, they are keen to reinsure themselves.

  • Top-performing Australian superannuation funds
    Features

    Letter from Australia: Super funds: shame in a name

    November 2021 (Magazine)

    Named and shamed! Thirteen Australian superannuation funds have been forced to inform their million-plus members that they have failed an inaugural superannuation performance test mandated by the financial regulator, the Australian Prudential Regulation Authority (APRA).

  • Joseph Mariathasan
    Features

    Saudi Arabia at the crossroads

    November 2021 (Magazine)

    As the liberal democracies of the world resign themselves to dealing with the aftermath of the US pull-out from Afghanistan, they face the fact that, as former UK prime minister Tony Blair stated recently, “despite the decline in terrorist attacks, Islamism, both the ideology and the violence, is a first-order security threat”. 

  • Alex Edmans
    Features

    Guest viewpoint: Alex Edmans

    November 2021 (Magazine)

    Tariq Fancy, former chief investment officer for sustainable investing at BlackRock, claimed in a March 2021 USA Today op-ed that “Wall Street is greenwashing the financial world, making sustainable investing merely PR, which is a distraction from the problem of climate change”.

  • Good-bad momentum versus standard momentum-linked returns
    Features

    Ahead of the curve: The good, the bad and the ugly of momentum investing

    November 2021 (Magazine)

    Last year proved a remarkable one for momentum strategies. The tech giants that had done so well in recent years continued to outperform at the beginning of 2020, and the same high momentum names were further buoyed by investors’ preference for the digital over the physical economy with the onset of COVID-19.

  • Net Trade Flow Developed Markets - Nov 2021
    Features

    Virtu Global Tradewatch - November 2021

    November 2021 (Magazine)

    September 2021 data as of 14 October 2021

  • Net sentiment bonds - Nov 2021
    Features

    IPE Quest Expectations Indicator: November 2021

    November 2021 (Magazine)

    In Brazil, India and Japan, figures for new COVID-19 infections are low and descending. In the EU, they are low and rising, in particular in the former eastern bloc countries and areas. The US curve is going down fast from a high level. The statistics for Russia and in particular the UK are worrisome to bad. These two countries have relied on vector-based vaccines that are, on average, less effective.

  • Global Correlations - Nov 2021
    Features

    Qontigo Riskwatch - November 2021

    November 2021 (Magazine)

    * Data as of 30 September 2021.

  • Angela Gough
    Features

    Perspective: Time to weigh collective DC

    October 2021 (Magazine)

    The UK finally legislates for a collective alternative to pure DC. But will employers be interested?

  • Alan Brown
    Features

    Guest Viewpoint: The climate is ripe for change

    October 2021 (Magazine)

    If there is to be a successful transition to a net- zero global economy, trillions of dollars need to be invested in renewable energy generation, electricity transmission and storage systems, and energy efficiency. The need is for fresh money. At scale.

  • Features

    Pensions Insider: A tricky business: compensation for mismanagement

    October 2021 (Magazine)

    In the fourth of a series of articles aimed at empowering trustees, our insider discusses what happened in a case of fraud

  • Paul_Jayasingha_6 - high res
    Features

    Briefing: Private market fees

    October 2021 (Magazine)

    In today’s low-interest-rate and low-return environment, investing in private markets has become a requirement for virtually every institutional investor. Private markets are where investors can obtain the extra returns they need and can no longer earn from listed assets, thanks to the liquidity premium and higher risk/return profile of non-listed assets.