Frank Naylor, CIO of the UK’s BT Pension Scheme, talks to Carlo Svaluto Moreolo about building a resilient portfolio
IPE asked two investors how their equity portfolios are positioned
It is well into Spain’s lockdown and Jordi Jofra is ensconced in a village 40km from his former office in Barcelona. One of his lockdown boxes ticked has been to finish reading Men without Women, Haruki Murakami’s best-selling collection of short stories on men and alienation – perhaps appropriate for the times.
Polder in the Netherlands is the low-lying land reclaimed from the sea. By extension, it also refers to the highly developed social contract system between politics, business and labour.
André Heimrich (pictured), CIO of the Bayerische Versorgungskammer (BVK), and his team speak to Carlo Svaluto Moreolo about the pension fund’s global diversification strategy