Martin Steward
Investment Editor
Contact info
- Tel:
- +44 (0)20 3465 9321
- Email:
- martin.steward@ipe.com
- Interviews
Strategically speaking: Astellon Capital Partners
Responding to a reporter’s question about what he most feared could blow his government off-course, the British prime minister Harold Macmillan is supposed to have said: “Events, dear boy, events.”
- Features
Cashing out
This is the last leader column I will write for IPE, ending six years as its investment editor
- Interviews
Strategically speaking: Kames Capital
Edinburgh-based Aegon Asset Management UK made a nod to its home city when it changed its name to Kames Capital in 2011
Special ReportHybrid Securities: Financial duck-rabbits
Recently someone from the Outer Hebrides posted online a photo of a dress, the colour of which had apparently caused endless debate among family and friends
- Asset Class Reports
High Yield: Oil, banks and rates
Martin Steward finds the diversity of high yield reflected in three very different kinds of risk run behind similar-looking headline exposures
NewsUK Railways Pension Scheme takes big strides in risk-factor equities
Dedicated team puts half of public equities in ‘smart beta’ strategies, with further moves on the agenda for 2015
NewsComplexity of pension fund strategies increases legal risk – consultants
IPE’s annual survey of consultants shows the need for more bespoke, scheme-specific solutions is improving the competitive landscape
- Features
Peak big three
Journalists are used to receiving an email shortly after an interview in which the interviewee – or his PR reps – entreats them to tone down strongly-worded comments.
- Special Report
Room for smaller players in UK's 'oligopolistic' pension consulting market
Martin Steward finds that the age of true dominance of the UK’s ‘big three’ consultants may have passed, creating opportunity for smaller providers
Special ReportSmart beta: equities and beyond
As soon as one starts edging out of traditional asset classes, identifying market beta – let alone the ‘smart’ version –becomes more and more difficult
Special ReportFocus Group: Pension funds get smart
The days of smart beta being all talk and no action in the pensions world are long gone
- Interviews
Strategically speaking: Candriam
“It was difficult to find a name,” recalls Candriam CEO Naim Abou-Jaoudé, a year after Dexia Asset Management needed a rebrand for its acquisition by New York Life Investments. “All the good names are taken!”
Special ReportInterview: James d'Ath, Indexx Markets
Indexx Markets’ James d’Ath talks about whether ‘smart alpha’ could strip out unwanted fund costs to deliver purified active management
- Asset Class Reports
European equities: Recovery or retrenchment?
Martin Steward finds European equity managers disagreeing on how to position for the business cycle
- Special Report
Special Report ESG: Carbon Risk, Emission Impossible
When Chris Hitchen, CEO of the UK’s Railpen, thinks about portfolio fossil-fuel exposure, there is no room for moral absolutes. The discussion is “quite different” now that oil trades at $45/bbl rather than $115/bbl, he insists.
- Special Report
Special Report ESG: Carbon Risk, What if we could capture carbon?
There is a big question begged by the ‘stranded assets’ thesis: What if there were no link between burning fossil fuels and emitting greenhouse gases?
- Special Report
Special Report ESG: Carbon Risk, Leaving smaller footprints
Bee-Lin Ang, Jonathan Williams and Martin Steward hear from pension fund investors around the world about why carbon and fossil-fuel risk matters, and how they are addressing it
- Interviews
Strategically speaking: Thriving on independence
“Our life at AXA was very good,” concedes Ardian’s Vincent Gombault, one year since the private equity firm completed its management buyout of a 52% stake from the insurance giant.
- Asset Class Reports
Investment Grade Credit: Set for new trends
Strategy Review, Investment Grade Credit: Martin Steward finds investment-grade credit portfolio managers getting excited about energy sector volatility and a big change to regulation of bank capital structures
