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Opinion PiecesViewpoint: How has the pandemic affected the UK – small-cap value investing
By Beini Zhou and Anand Vasagiri, portfolio managers, international small-cap value strategy, Artisan Partners
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Opinion Pieces
Viewpoint: What pension schemes should consider when upping renewables
Renewity’s CIO, David Hunter, outlines five considerations for pension schemes looking to up their renewables exposure
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Opinion Pieces
Viewpoint: What if COP26 fails?
Peter Kraneveld, international pensions adviser at PRIME bv., on finance issues and COP26
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Opinion Pieces
Notes from Germany: Parties mull pensions
It all started with a selfie posted on social media. The leaders of the Green party Annalena Baerbock, candidate to be chancellor, and Robert Habeck posed with the Free Democrats’ Christian Lindner and Volker Wissing to show how serious they were to bridge the divide to form a new government coalition, prior to meeting with the winner of the election, the SDP’s Olaf Scholz.
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Opinion Pieces
Co-investment newcomers need to be selective
The US and UK are seeing a diminishing number of companies in the listed markets whilst the private equity (PE) markets are booming. For investors, that raises a number of issues, of which fees are an important one. Private equity fees are much higher than those of listed equity managers.
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Opinion Pieces
Green bonds – a ‘no-brainer’ paragon
Institutional investors are constantly searching for the elusive ‘no-brainer’ investment: the one that offers clear additional benefits without additional risk
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Opinion Pieces
Engagement, divestment and emerging alternatives
Investment analysts make contrasting buy and sell recommendations for individual securities based on identical financial information – down to the last decimal point. The differential is judgement.
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Opinion Pieces
Viewpoint: Why we need deforestation-free portfolios by 2025
‘If we are to address climate change, we need to put an end to deforestation’
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Opinion Pieces
Notes on the Nordics: Moves may set up net-zero goal for GPFG
Two events have happened in quick succession that increase the chances of Norway instructing its huge sovereign wealth fund to push for net-zero greenhouse gas emissions in its investment portfolio.
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Opinion Pieces
Pension funds should seek fee reductions in private markets
Pension fund investment in non-listed assets has grown considerably since the 2008 global financial crisis.
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Opinion Pieces
Consultants’ education role in net-zero world
Investment consultants play a crucial role within the savings and investments arena. They provide strategic advice to asset owners (pension funds, sovereign funds, endowments, insurers, and others) relating to strategy, asset allocation, asset manager selection and – now more importantly than ever – investment beliefs.
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Opinion Pieces
An alternative pensions future
It’s no real news that ageing is changing our society in numerous ways – from simple things like product design (making smart phones for older eyes and fingers to use) to more generationally diverse workplaces.
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Opinion Pieces
Viewpoint: Dump fossil fuels?
It is unrealistic to expect energy to become cheaper in the months to come
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Opinion Pieces
Viewpoint: We cannot let the fear of greenwashing impede real change
You could be forgiven for thinking greenwashing is everywhere
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Opinion Pieces
Norway SWF’s net-zero plans under scrutiny
Last month the Norwegian sovereign wealth fund – Government Pension Fund Global – was reprimanded by several industry experts and economists for not having yet joined the United Nations-convened Net Zero Asset Owner Alliance.
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Opinion Pieces
Opportunities beyond the traditional approach to PE
The many thousands of fast-growing small and mid-sized companies globally represent the potential giants of tomorrow, and also provide a fertile hunting ground for those seeking superior investment opportunities.
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Opinion Pieces
Notes from the Netherlands: Truly Paris aligned
A milestone was reached in July when the first Dutch pension fund announced its divestment from fossil fuels. Surprisingly, the fund in question was neither civil service scheme ABP nor healthcare fund PFZW, the two largest Dutch funds, both of which have the ambition to be leaders in sustainable and responsible.
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Opinion Pieces
Policy underpins action
Politicians in a variety of different places understandably want to harness the capital of institutional investors. Dutch and UK politicians in particular have made no secret of their desire for local pension funds to invest for domestic ends.
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Opinion Pieces
Viewpoint: Closing the emerging market climate finance gap
‘Extending loans to emerging markets will not be enough’
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Opinion Pieces
Viewpoint: Learning from the Nordics for impact investing
A meaningful allocation is important
