More comment – Page 41
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Opinion PiecesGuest viewpoint: Con Keating
It often takes an experienced Kremlinologist to divine the true message and meaning of European Commission missives, and the financing sustainable growth (FSG) action plan is no exception
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Opinion Pieces
Letter From Brussels: Default guarantee option dominates debate on PEPP
Europe’s asset management industry is lobbying against any mandatory guaranteed default option in the third-pillar PEPP proposal
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Opinion PiecesLetter from the US: Gun stocks and passive funds
Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers?
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FeaturesCDC: clumsy Dutch construction?
For some in the UK, collective defined contribution (CDC) pensions are a desirable Dutch import that should be applied more widely. Many are sceptical
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Features
Identifying the real risk
Risk, like beauty, is in the eye of the beholder. The first half of February surprised markets with a sudden collapse in the value of risky assets followed by a rebound
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FeaturesDon’t turn a blind eye to Italian politics
This month’s Italian general election might seem another non-event from an investment standpoint, but it has long-term significance
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FeaturesConsolidation’s cornerstone
We journalists are naturally drawn to stories involving big sums of money, controversies, disagreements, and ambitious innovations. Pension fund consolidation in its various forms has all these elements
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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
