All Opinion Pieces articles – Page 22
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Opinion Pieces
Seize the possibilities of crisis
IPE’s 2020 Top 500 Asset Managers ranking shines a light on overall global managed assets in 2019, which increased by almost 22% in euro terms over the course of last year to €80trn.
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Opinion Pieces
The shape of capital to come
In the Netherlands, the Afsluitdijk is a 32km by 90m dyke and causeway running between the provinces of North Holland and Friesland
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Opinion Pieces
Risky business
The rapid spread of COVID-19, the subsequent aggressive containment measures, and the collapse in oil and equity markets in recent months mean that global economic growth prospects have deteriorated.
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Opinion Pieces
Guest Viewpoint: Hilde Blomme & Jona Basha
Resolving the ‘alphabet soup’ of corporate reporting framework
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Opinion Pieces
Viewpoint: The economic objectives of the ‘Oil Fund’
The attention surrounding the appointment of Nicolai Tangen to head the Norwegian ‘Oil Fund’ could be reflections of deeper concerns and how the objectives of asset managers and asset owners differ.
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Opinion Pieces
Viewpoint: Greening the recovery
The coronavirus outbreak has been a tragedy for many, a shock for us all and a crisis for economies around the globe. It has forced governments to embark on a massive experiment, slashing economic activity to limit the pandemic, sharply reducing carbon emissions and preparing for only a slow resumption ...
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Opinion Pieces
Viewpoint: ESG as the new normal
The recent impact of the COVID-19 virus outbreak will only accelerate ESG adoption
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Opinion Pieces
Viewpoint: Value investing – bruised but not broken
The structural driver of value equity stragegies remains intact, according to the founder of Research Affiliates
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Opinion Pieces
Letter from US: Short-term relief, long-term pain
The COVID-19 pandemic is having an immediate and transparent impact on American defined contribution plans. But it also has implications for defined benefit plans in the long run
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Opinion Pieces
Pandemic quickens existing trends
It was probably inevitable that many would declare that the Covid-19 pandemic changes everything. The only question was how that sentiment would be expressed
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Opinion Pieces
Market disconnects have widened
Thanks to a remarkable comeback in April, equity markets have partly offset the collapse that took place as a result of the COVID-19 pandemic.
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Opinion Pieces
Guest Viewpoint: Jeremy Coller
The global shutdown is painful for almost every sector of the economy. But in some industries the real damage will begin after the pandemic ends
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Opinion Pieces
Not business as usual
Basing investment decisions on short-term events can have long-term consequences, so it is vital trustees seek guidance
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Opinion Pieces
Guard against mission creep
As the impact of the coronavirus continues to make itself felt, largely out of sight in hospitals and care homes, the parallel with today’s social, market and economic situation feels unusually apt
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Opinion Pieces
Factor investing: Viewpoint: The case against factor investing
Factor products are not necessarily a panacea for equity market outpeformance
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Opinion Pieces
Viewpoint: Rebalancing – the rational route to sustaining strategic objectives
Following severe equity and bond market dislocations, long-term investors should be taking stock of their portfolio allocations.
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Opinion Pieces
Viewpoint: Coronabias and the fat tail
Behavioural science has done a marvellous job of pointing out the mistakes most human beings make in estimating probability
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Opinion Pieces
Viewpoint: The positive impact scorecard
The private sector is discovering positive ways to support the response to COVID-19
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Opinion Pieces
Viewpoint: Responsible investing climbs trustee boards’ agendas
The amount of legislation at hand and the pace at which different directives and guidelines are coming out could be seen as daunting for some
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Opinion Pieces
Viewpoint: Coronavirus – what should trustees be thinking about?
Trustees have a duty to pay benefits to members, but the current financial environment is keeping them on their toes.