All Features articles – Page 48
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Features
Research: The return of long-term investing
“Successful investing is anticipating the anticipations of others” according to John Maynard Keynes, one of the most influential economists of the twentieth century
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Features
Monetary policy: Too much of a good thing
The ongoing economic expansion is set to become the longest in the post-war era, at least for the US. The debate about the pros and cons of zero rates and quantitative easing continues
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FeaturesUnconventional monetary policy needs to end soon
Growth in the euro-zone is back on track, unemployment has fallen and the economy is generally in better shape than before the crisis. The only missing element in the recovery is inflation
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FeaturesDiary of an investor: A free lunch, or two
In common with many others, Wasserdicht’s international pension plans have dispensed with most of their traditional active equity allocations over the years
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FeaturesIs transition risk dead in the water?
Investors have been warned about transition risk related to climate change for some time. But these warnings feel incongruous with recent updates about greenhouse gas emissions and the outlook for global warming
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Features
Private markets: The integration conundrum
Integrating private markets within an asset allocation can be rewarding but is also challenging
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FeaturesInsurance-linked securities: Embracing catastrophic risks
Insurance-linked securities (ILS) are an asset class based upon insurance events. They provide an element of diversity to portfolios. Put simply, a market collapse is unlikely to be correlated to a natural disaster.
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Features
ESG: Cadbury, a governance legacy
Published 25 years ago this month, the Cadbury Report introduced the first comply-or-explain corporate governance code
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Features
Fixed income, rates, currencies: Bullish trend surprises markets
Few predicted that so soon after the election of Donald Trump to the US presidency, the stock market would get back into its (post-financial crisis) bullish trend
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FeaturesResist the silicon backlash
It is insufficiently recognised just how much the pendulum has swung against Silicon Valley in recent years. A couple of years ago, it was widely seen as heralding a glorious new technological era that would be a great boon for humanity
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FeaturesInterview: Alan Rubenstein, UK's Pension Protection Fund
When Alan Rubenstein sat down at his desk on his first day as CEO of the UK’s Pension Protection Fund (PPF) in 2009, his in-tray must have been overflowing
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FeaturesAhead of the Curve: Steeling Japan’s governance
While Japan’s boardroom governance may be improving in general terms, it is obvious that best practices have not always permeated every level of the corporate hierarchy
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Features
Global pension ranking: Europe’s pension systems fail to make A-grade in global index
Achieving the sought-after A-grade in Melbourne Mercer’s survey proves harder this year. Study flags sustainability issues in 11 countries’ pension systems across Europe
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Features
Accounting: Resurrecting the past
Back in 2010, the IASB and its US counterpart, the FASB, published a document that proposed a re-think of financial statements
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FeaturesIPE Expectations Indicator: December 2017
This survey has rarely found such consensus among asset managers as we see in this month’s survey. Virtually no manager expects euro-zone equities to fall or euro bond prices to rise
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FeaturesTime to rethink liabilities
As the institutional world focuses more on a long-term approach to asset portfolios, it is high time regulators allowed a similar approach to liabilities
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FeaturesThis time is not different
The financial markets continue on their remarkable bull run despite facing many threats
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Features
Diary of an Investor: A weak link
As an investment professional I am used to traditional risk categories like equities, interest rates, inflation and the like. Now it seems we will have to add information security risk to that list
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FeaturesCheer up, it might not happen
Investment committees have been pleasantly surprised by a fairly benign asset growth period from the Trump election onwards
