All Opinion Pieces articles – Page 2
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Opinion PiecesViewpoint: Templates are only a staging post on the cost transparency journey
Cost templates are an important step, but there is much more distance for investors to travel
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Opinion Pieces
Viewpoint: Stirring the pot - government review should open VC for pension funds
DC pension review: why there should be an opening for venture capital investment
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Opinion Pieces
Viewpoint: The People’s Pension - Global lessons on member outcomes
Big is really very beautiful when it comes to pensions
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Opinion Pieces
No need to panic
The global economic discussion has focused on assessing what damage COVID-19-related lockdowns have caused, and more recently on questioning the speed and strength of the recovery.
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Opinion Pieces
Nasty problems can be overcome
The Nobel laureate Bill Sharpe once called defined contribution (DC) decumulation the “nastiest, hardest problem in finance”.
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Opinion Pieces
Mind the reality gap
The past few months have brought huge discrepancies between the financial markets and the economy.
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Opinion Pieces
Pension funds should reflect on their true purpose
With COVID-19 infection rates rising across Europe it seems clear that lockdowns are not over yet. Europe will suffer economically as well as socially and politically.
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Opinion Pieces
Viewpoint: Adding to financial thinking
Peter Kraneveld applies statistical theory to COVID-19 and concludes that investors should start thinking about events that have no mean regression
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Opinion Pieces
Making a difference
“This time is different”. Such claims were rightly skewered in a well-known book by Carmen Reinhart and Kenneth Rogoff. But with the benefit of recent experience it should be clear that their argument did not go far enough.
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Opinion Pieces
Take from the young to give to the old
For many years, the Dutch pension system was considered one of the world’s best – it was top in class with Denmark in the Melbourne Mercer Global Pension Index annual study last year.
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Opinion Pieces
A long sunset on a fragile model
The ECB’s move in September 2019 to lower rates and restart corporate bond purchases was a clear red warning signal to defined benefit pension funds and other liability-driven investors.
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Opinion Pieces
The post-pandemic economy could be more of the same
There seems to be a consensus that COVID-19 will bring momentous change to the global economic order. Commentators point to several developments to support this idea.
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Opinion Pieces
Viewpoint: COVID-19 and fund secondaries – how should pension schemes position themselves?
How should pension schemes best position themselves to take advantage of portfolio secondary sales opportunities? Are there lessons to be learnt from the GFC for pension schemes selling portfolio positions during COVID-19?
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Opinion Pieces
Viewpoint: Managing euro zone sovereign risk in the face of the pandemic
Considerations for pension plans and other institutional investors
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Opinion Pieces
Viewpoint: Post-COVID-19 predictions
Left and right, predictions on the post COVID-19 era are shooting by
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Opinion Pieces
Viewpoint: UK superfunds – Super fast, or dead in the water?
Will the superfund ship lawfully leave port any time soon? Following the UK pension regulator’s publication of its interim regime for superfunds in June 2020, there is much talk about scheme transfers to superfund being imminent. Clive Weber , pensions partner, and Paul Ashcroft , solicitor, Wedlake Bell LLP, explain ...
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Opinion Pieces
Viewpoint: Majority of DC schemes not ready for illiquid assets
But the outlook for change may be positive
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Opinion Pieces
Viewpoint: Returns to ESG investing - looking for the light
A fundamental question for investors is whether ESG investment involves a tradeoff, a combination of environmental philanthropy and reduced financial returns, or whether ESG investment will simply deliver the best returns to investors.
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Opinion Pieces
Viewpoint: The best things in life aren’t things
Peter Kraneveld argues that ESG and SDG investments are held up to a false standard, underestimating their real revenue and hindering solutions.
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Opinion Pieces
Viewpoint: Investing after the Corona Slump
What are the facts that we know and that we can rely on when thinking about portfolio construction?
