All Guest Viewpoint articles – Page 6
-
Opinion Pieces
Viewpoint: Swap spreads at stress levels
Asset swap (ASW) spreads are currently trading at historically high levels as volatility in rates markets has remained high. We believe there is an opportunity for continental European pension funds to enter into Euribor receiver swaps and sell Bunds in their matching portfolio. Indeed, we expect that the peak in ...
-
Opinion Pieces
Viewpoint: Modelling a longevity shock – A £1bn scheme would need to find £120m
By Howard Kearns, longevity pricing director at Insight Investment
-
Opinion Pieces
Guest viewpoint: How can DC schemes build a more sustainable future?
The UK government’s Build Back Better growth plan paves the way for significant investment in infrastructure, which could be attractive for defined contribution schemes. How might they take advantage of opportunities to improve outcomes for savers?
-
Opinion Pieces
Viewpoint: Why the UK Investment Bank must nurture nature
By Gavin Templeton, partner at Pollination
-
Opinion Pieces
Viewpoint: Post-war Ukraine
Post-war Ukraine offers threats and opportunities. Peter Kraneveld says it will pay to keep an eye on some key factors
-
Opinion Pieces
Guest viewpoint: The fault with the default setting for COVID mortality in standard tables
The Continuous Mortality Investigation (CMI) is a subsidiary company of the Institute and Faculty of Actuaries (IFoA) in the UK. The CMI has a long history of providing high-quality and impartial analysis on mortality and morbidity. It is mainly focused on gathering data to produce standard mortality tables across various sub-populations of interest to actuaries, including term assurances, annuitants and pension schemes.
-
Opinion Pieces
Viewpoint: Inflation – becoming yesterday’s story
Although fears of an inflationary spiral may seem justified, a deeper analysis suggests otherwise
-
Opinion Pieces
Viewpoint: A new kind of political risk
Peter Kraneveld argues that investors should take the possibility of future economic and financial sanctions against other countries seriously
-
Opinion Pieces
Viewpoint: The pathway to net zero needs Scope 3 emissions
Accounting for Scope 3 is challenging, but integrating these emissions allows for better monitoring of pathways to decarbonisation
-
Opinion Pieces
Viewpoint: As inflation psychology kicks in pension plans must act
Pascal Blanqué, chair of the Amundi Institute, says it’s a mistake to assume the inflation spike is merely a blip
-
Opinion Pieces
Guest viewpoint: Women in corporate workforce
While diversity, equity and inclusion in the workforce may mean different things in different societies, gender diversity has the same meaning across the world
-
Opinion Pieces
Guest Viewpoint – Nicholas Benes: The stock exchange of the future
In 2060, the world may look back at decades of convulsive changes in equity markets, guided by optimism that civilisation might just make it. People might remember that at some point during the second decade of the 21st century the earth suddenly exceeded 1.5°C of warming over pre-industrial times, sparking mass protests and turbocharging activism, focusing even more on ESG themes and ‘shareholder democracy’. Global movements will have been propelled by strange weather phenomena and the participation of young people, who had gained deeper understanding of equity markets than ever before.
-
Opinion Pieces
Viewpoint: The Roadmap to a net-zero, nature-positive economy
Laurent Babikian, joint global director of capital markets at CDP, explores specific actions that companies, capital markets and regulators must take to accelerate the transition to a net-zero, nature-positive economy
-
Opinion Pieces
Guest Viewpoint: Is Europe on track to become sovereign?
The Next Generation EU (NGEU) programme is designed to speed up the EU recovery and spur growth over the medium and long term. More importantly, it represents a unique opportunity to lay the foundations of a deep and liquid European safe asset.
-
Opinion Pieces
Viewpoint: Asset managers continue to grow dedicated sustainable investment headcount
Paul Lee, Redington’s head of stewardship and sustainable investment strategy, argues that asset managers making dedicated sustainable investment hires isn’t necessarily the best use of resource when it comes to ESG engagement
-
Opinion Pieces
Viewpoint: Unlocking the UK’s entrepreneurial spirit
Unlocking pension funding and changing mindsets can catalyse the true potential of successful small businesses, says Chris Hulatt, co-founder of Octopus Group
-
Opinion Pieces
Guest Viewpoint - Sebastien Betermier: Four takeaways for equitable CDC pension design
The combination of ultra-low interest rates and high longevity is putting a major strain on retirement systems across the globe. A recent report by the World Economic Forum predicts that the global gap between retirement savings and retirement needs will reach $400trn by 2050.
-
Opinion Pieces
Viewpoint: Three high yield myths debunked
Default, convexity and liquidity – three misconceptions of high yield markets
-
Opinion Pieces
Viewpoint: Do your best to heed SFDR RTS despite delay, complexity
The SFDR represents a steep learning curve for most firms, says MJ Hudson’s Emma Bickerstaffe
-
Opinion Pieces
Viewpoint: Master trust consolidation set to drive value for money
Bigger is not always better, but as the trend of wider consolidation matures, bigger should represent a better deal for members