More comment – Page 34
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Opinion PiecesViewpoint: Fiduciary duty and global warming
ESG is not the same as global warming, or climate change. There are overlaps, but the differences are more important. In essence, ESG is on the same level as a political conviction.
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Opinion PiecesPost Brexit questions
By the time you read this, the UK will have left the European Union, following three years of negotiation, renegotiation and delay
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Opinion PiecesA perilous stability
A few years ago, when asset managers talked about market prospects, they often pointed to 2020 as the year when the world economy could run into difficulties
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Opinion PiecesTrustees should always protect pensions
The proposal to phase out the Retail Prices Index (RPI), one of the main measures of inflation in the UK is among the pension industry’s biggest topics of debate.
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Opinion PiecesCrossing boundaries
In 2020 many asset owners will be motivated to cross boundaries in search of stable returns. This is because despite big gains for equities and bonds during 2019, institutional investors are worried about low yields and slow growth hurting performance.
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Opinion PiecesGuest Viewpoint: Ric van Weelden
Asset owners have realised that diversity is more than just an ESG matter
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Opinion PiecesModi’s India: The red lights are flashing warnings
Under Prime Minister Narendra Modi, India is facing an existential issue that is polarising the nation
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Opinion PiecesPerspective: André Hoffmann – Green results, not greenbacks
Roche heir and pharmaceutical tycoon André Hoffmann outlines his view of a more sustainable model of capitalism
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Opinion PiecesLetter From US: New Secure Act – a step in the right direction
New rules encourage employers to offer annuities in 401(k)-type retirement plans
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Opinion PiecesBeyond green ambitions
Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond
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Opinion PiecesA precarious balance
Why has there not been another global financial crisis over the past decade? That is a more fruitful question than trying to predict when the next bout of market mayhem will hit.
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Opinion PiecesSystemic risk may be underestimated
Underestimating the scale of systemic risk within the asset management industry is a mistake. For several years, macroprudential authorities including the International Monetary Fund, the European Central Bank and the Bank of England have argued that asset management activities are becoming systemically more risky.
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Opinion PiecesTime for a positive impact on investing
The focus on sustainability and impact investing is expected to continue to grow, with potential regulatory and policy responses having wide-ranging investment implications
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Opinion PiecesGDP numbers spread fake news
GDP is a measure of economic activity rather than wealth creation. As such, it can give misleading signals about the health of an economy
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Opinion PiecesLetter From US: Concerns over common ownership unabated
No matter who wins the presidential election this November the issue of concentration of US corporate ownership by the Big Three money managers – BlackRock, Vanguard and SSGA – will not go away
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Opinion PiecesGuest Viewpoint: Fabrice Demarigny, Joachim Nagel & Corien Wortmann-Kool
“A reboot of the CMU has moved up the European policy agenda”
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Opinion PiecesCan we all be Canadian?
As we approach the 2020s, what have we learned about pension investing in the last 20 years?
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Opinion PiecesThe fiscal shift is no solution
There is a growing consensus that there needs to be a shift from extraordinary monetary policy to fiscal activism. Although quantitative easing (QE) will continue, there is a widespread recognition that its effects are diminishing.
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Opinion PiecesFactor strategies should be based on scientific consensus
Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to EDHEC Business School, is a vocal supporter of this approach.
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Opinion PiecesThe easy option
The Dutch social affairs’ minister Wouter Koolmees has spared millions of Dutch pensioners last month from having their pension payments cut in 2020, after the government granted pension funds a year’s grace period to restore coverage ratios.
