More comment – Page 41
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Opinion Pieces
Long Term Matters: What my illness is teaching me about investment
When diagnosed with life-threatening conditions, we can be devastated, run from the diagnosis or embrace it and adapt. No prizes for guessing the smarter choice. The same goes for investment decision-makers today
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Opinion PiecesGuest viewpoint: Luke Hildyard
“The potential impact of climate change on investments should be considered at least on an annual basis”
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Opinion PiecesLetter From The US: ESG strategy not just divestment
ESG investing is a hot topic in the US pension fund industry. “One dollar out of five from institutional investors is going into ESG investing”
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FeaturesPrivate markets, social impetus
There is a late-stage investment cycle feel in many markets. In private equity, reports of mega-sized fund raisings and buyouts are competing with concerns about high-yield spreads and covenant-light loans
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FeaturesTechnology trumps demography
Although many refrain from saying it openly, the elderly are often resented as a burden on society
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Opinion Pieces
IAPF viewpoint: 'We must push on with reform'
A year of change is ahead to prepare for implementation of the revised IORP II Directive and reform of the DC system
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FeaturesDon’t doubt the power of index providers
Index providers want to have the last word to preserve their independence
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Opinion Pieces
Long Term Matters: Investment can be a true profession
Carillion, the UK construction company that collapsed recently, reminds us, once again, that investment is yet far from being a credible profession
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Opinion PiecesGuest Viewpoint: Keith Ambachtsheer
“CFA curriculum material should become more future-oriented and address awkward topics”
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Opinion Pieces
Letter From Brussels: Brexit focus moves to pensions
As the risk of a no-deal Brexit comes into focus, attention is turning to ways to mitigate the damage across financial services, including asset management and pensions
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Opinion PiecesLetter from the US: Plans act on Trump tax reform
The tax reform signed by President Donald Trump last December is having quite an impact on the US pension industry
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FeaturesCrypto-currencies lack real basis
Crypto-currencies divide opinions sharply. Some rave about them while others are scathing
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FeaturesDo not expect a tech-driven revolution
Despite the amount of academic research, the theoretical concepts underpinning portfolio management remain the same
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FeaturesCrystal balls at the ready
Asset managers have all issued their outlooks for the forthcoming arbitrary 12-month period
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Opinion Pieces
Long Term Matters: Time to pay heed to political risk
Speaking plainly but respectfully gets results more often than our ‘inner fence-sitter’ likes to acknowledge
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Opinion PiecesGuest Viewpoint: Will Goodhart, CFA UK
“The responsibility for making our profession more representative of the society we serve ultimately sits with all of us”
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Opinion Pieces
Letter from Brussels: Easier securitisation on the horizon
The EU’s securitisation package has finally passed through the European Parliament and Council. However, the new rules will not be applied until January 2019
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FeaturesNorway reduces oil risk
A hallmark of Norway’s sovereign wealth fund has been its transparency. But Norway has also felt the need to tread cautiously when it comes to the fund’s investment policy
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Opinion Pieces
Letter from Brussels: Opposition to mission creep
The EU’s controversial mandate for a radical shake up of financial supervision has received a cool reception from the pensions sector as well as smaller EU members
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FeaturesResist the silicon backlash
It is insufficiently recognised just how much the pendulum has swung against Silicon Valley in recent years. A couple of years ago, it was widely seen as heralding a glorious new technological era that would be a great boon for humanity
