More comment
-
Opinion PiecesCulture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
-
Opinion PiecesPension funds must resist the weaponisation of asset allocation
Concerns about geopolitics are one of many factors involved in pension funds’ asset allocation decisions - yet they are often overemphasised by outsiders
-
Opinion PiecesPension funds are under the spotlight – it should be seen as an opportunity
Global policymakers are looking to pension funds to be part of the solution to many problems
-
Opinion PiecesSustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
-
Opinion PiecesThoughtful engagement with AI is not longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparitie -
Opinion PiecesTotal portfolio approach is not a quick fix, beware the temptation
Keith Viverito casts a critical eye on the growing shift towards the total portfolio approach
-
AnalysisEurope’s pension systems mind the productivity gap
With the continent’s state retirement planning under greater scrutiny than ever before, a major new survey reveals the underlying issues – and proposes several solutions
-
Opinion PiecesTo build capital markets that work for people, Europe should look to Sweden
Sweden’s capital market success offers the EU a practical model for building inclusive, resilient markets
-
Opinion PiecesFrom net-zero promises to proof – Why investors need a new compass
Manuel Coeslier, head of Mirova Research Center, makes the case for a framework that allows investors to assess a broader spectrum of corporate climate action
-
Opinion PiecesEuropean Commission IORP proposals are too slanted to individual pensions
The European Commission’s IORP II reform proposal structurally reinforces individual pensions and is at odds with the successful social partner-led Rhineland model
-
Opinion PiecesReflections on the occupational PEPP (should it ever be proposed)
The EU’s planned occupational PEPP could reshape cross-border pensions if key tax and regulatory hurdles are resolved
-
Special ReportJakob Thomae & Ben Caldecott: “There is growing evidence that a set of technologies powered by computers and silicon creates a new set of risks that may cause societies to break”
Every system has its limits – boundaries at which it breaks. We know this about us individually. We know this about families. And since 2009 and the work of a group of scientists around Johan Rockström, about the planet too.
-
Special ReportCaroline Escott: “Investors, it’s time to treat public policy engagement as a core part of your stewardship strategy”
Investors are, rightly, vocal about the need for meaningful reform when it comes to system-wide issues such as climate resilience, labour rights, or cybersecurity. We recognise that these are not just company-specific risks, but systemic challenges that threaten long-term value creation across our portfolios.
-
Opinion Pieces“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
-
Special ReportMichael Pedroni: “The path forward for an asset manager is to engage with authentic, consistent communication about what serves investors best”
Global asset managers are under more public pressure than ever, as policymakers in disparate regions demand that fund managers fulfil multiple and often conflicting roles.
-
Opinion PiecesGovernments are considering imposing domestic mandates to force domestic investment
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
-
Opinion PiecesChannelling domestic investment bias in a smarter way
Governments have long orchestrated domestic institutional investor home bias, particularly by drawing investment boundaries to ensure large allocations to domestic assets.
-
Opinion PiecesPension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
When a small but influential group of pension funds, mostly located in the Netherlands, signals a clear shift away from broad equity diversification and towards more concentrated strategies, it does not go unnoticed.
-
Opinion PiecesPension funds must brace for potential US currency compromise
Peter Kraneveld argues that pension funds should prepare themselves for a scenario in which US dollar ceases to be a reserve currency
-
NewsAustralia’s retirement savings model is shaping the UK’s investment future
Deeper pensions and investment ties between Australia and the UK make sense, says Gregg McClymont, IFM Investors’ executive director of public affairs, EMEA
