All articles by Liam Kennedy

  • liam kennedy
    Opinion Pieces

    Post Brexit questions

    February 2020 (Magazine)

    By the time you read this, the UK will have left the European Union, following three years of negotiation, renegotiation and delay

  • Aspect Capital
    Interviews

    Strategically Speaking: Aspect Capital

    February 2020 (Magazine)

    Over the last few years, Aspect’s diversification strategy has involved generating alternative income streams from new programmes and reducing the cost base

  • uk election result compounds brexit uncertainty
    Analysis

    Post Brexit questions

    2020-01-31T16:27:00Z

    We will continue our coverage of issues that matter for European pension funds and institutional investors.

  • Andrew Dyson
    Interviews

    Strategically speaking: QMA

    January 2020 (Magazine)

    QMA’s CEO Andrew Dyson explains why current market dislocations arguably represent the biggest investment opportunities of the last decade – if not of  the last 25 years – for value investors

  • liam ipe dec 2019
    Opinion Pieces

    Beyond green ambitions

    January 2020 (Magazine)

    Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond

  • ron mock 2
    Features

    Perspective: Ontario Teachers' Pension Plan

    December 2019 (Magazine)

    As he ends a six-year stint at the helm of Ontario Teachers’ and prepares for retirement, Ron Mock reflects on the alignment of interests between the organisation and its stakeholders

  • liam ipe dec 2019
    Opinion Pieces

    Can we all be Canadian?

    December 2019 (Magazine)

    As we approach the 2020s, what have we learned about pension investing in the last 20 years?

  • esg cover 2019
    Special Report

    ESG: The long quest for comparable data

    November 2019 (Magazine)

    A growing band of institutional investors and other financial actors is seeking better and more comparable inputs to financials statements in areas like carbon emissions

  • liam kennedy
    Opinion Pieces

    Bold thinking needed

    November 2019 (Magazine)

    Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.

  • carola van lamoen
    Special Report

    Robeco Active Ownership: ‘Engagement’s not a one-off’

    November 2019 (Magazine)

    Carola van Lamoen, the head of active ownership at Robeco, talks to Liam Kennedy

  • liam kennedy
    Features

    Bespoke approaches

    ETFs Guide 2019

    If you can’t find the product you want, why not build your own?

  • pensions in a hostile climate
    Opinion Pieces

    Pensions in a hostile climate

    October 2019 (Magazine)

     Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds. 

  • a franco german challenge
    Opinion Pieces

    A Franco-German challenge

    September 2019 (Magazine)

    France and Germany are the two countries that stand out the most for their comprehensive state pension systems and for underdeveloped second-pillar framework

  • peter branner
    Interviews

    Strategically speaking: APG

    September 2019 (Magazine)

    If people ask Peter Branner why he moved from Sweden to the Netherlands to run the asset management arm of APG he might tell them that he is in effect chief investment officer for more than a quarter of the Dutch population

  • ipe top 1000 pension funds 2019
    Special Report

    Top 1000 Pension Funds 2019: Asset growth in challenging times

    September 2019 (Magazine)

    The assets of the 1,000 largest European pension funds increased by 7% to €7.72trn in the last 12 months. This robust increase is set against a volatile backdrop in terms of asset prices and markets 

  • screen shot 2019 06 25 at 13.42.13
    Features

    Relative response to liquidity issues

    July/August 2019 (magazine)

    Equity risk is a crucial portfolio exposure for pension funds and a key driver for long-term retirement outcomes for pension plans and their beneficiaries. Yet the structure of equity markets is in transition, which changes the way pension funds choose to allocate capital to them.

  • Features

    Editor's Notes: A radical ambition

    July/August 2019 (magazine)

    Last month’s three doorstop reports from the EU’s 35-strong technical expert group (TEG) on sustainable finance have the potential to radically repurpose capital markets.

  • liam kennedy
    Features

    Policies needed

    June 2019 (Magazine)

    The new European Commission will inherit a coherent but partially implemented Capital Markets Union (CMU) in the autumn. But much needs to be done to consolidate, refocus and re-energise this landmark constellation of policies and objectives.

  • Interviews

    Strategically speaking: Montanaro Asset Management

    June 2019 (Magazine)

    As a Europe-focused small and mid-cap manager, the decision of London-based Montanaro Asset Management to launch its Better World fund, a global impact focused fund after a 27-year track record as a European house, was most certainly a change in strategic direction.

  • top 400 2019 cover
    Special Report

    Top 400: Cultures change

    June 2019 (Magazine)

    Is asset management a tech business, a people business, or both? As the sector pushes new frontiers, much of the attention has been on vast sums the sector needs to invest in technology. This, combined with the burden of new regulation, is making investment management a more cost intensive business and driving M&A