All Opinion Pieces articles – Page 24
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Opinion Pieces
Viewpoint: A more precise way to unlock targeted factors
Factor investing is built on the premise that investors can manage risk and returns by applying an appropriate mix of equity factors such as value, quality, size, momentum and low volatility.
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Opinion Pieces
Viewpoint: Investing in green doesn’t equal greening the world
Financial products and services marketed as green must make a clear and measurable difference to the transition to environmental sustainability, argues Ben Caldecott.
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Opinion Pieces
Viewpoint: Fiduciary duty and global warming
ESG is not the same as global warming, or climate change. There are overlaps, but the differences are more important. In essence, ESG is on the same level as a political conviction.
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Opinion Pieces
A perilous stability
A few years ago, when asset managers talked about market prospects, they often pointed to 2020 as the year when the world economy could run into difficulties
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Opinion Pieces
Guest Viewpoint: Ric van Weelden
Asset owners have realised that diversity is more than just an ESG matter
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Opinion Pieces
Post Brexit questions
By the time you read this, the UK will have left the European Union, following three years of negotiation, renegotiation and delay
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Opinion Pieces
Crossing boundaries
In 2020 many asset owners will be motivated to cross boundaries in search of stable returns. This is because despite big gains for equities and bonds during 2019, institutional investors are worried about low yields and slow growth hurting performance.
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Opinion Pieces
Trustees should always protect pensions
The proposal to phase out the Retail Prices Index (RPI), one of the main measures of inflation in the UK is among the pension industry’s biggest topics of debate.
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Opinion Pieces
Letter From US: New Secure Act – a step in the right direction
New rules encourage employers to offer annuities in 401(k)-type retirement plans
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Opinion Pieces
Systemic risk may be underestimated
Underestimating the scale of systemic risk within the asset management industry is a mistake. For several years, macroprudential authorities including the International Monetary Fund, the European Central Bank and the Bank of England have argued that asset management activities are becoming systemically more risky.
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Opinion Pieces
Time for a positive impact on investing
The focus on sustainability and impact investing is expected to continue to grow, with potential regulatory and policy responses having wide-ranging investment implications
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Opinion Pieces
Guest Viewpoint: Fabrice Demarigny, Joachim Nagel & Corien Wortmann-Kool
“A reboot of the CMU has moved up the European policy agenda”
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Opinion Pieces
Letter From US: Concerns over common ownership unabated
No matter who wins the presidential election this November the issue of concentration of US corporate ownership by the Big Three money managers – BlackRock, Vanguard and SSGA – will not go away
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Opinion Pieces
A precarious balance
Why has there not been another global financial crisis over the past decade? That is a more fruitful question than trying to predict when the next bout of market mayhem will hit.
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Opinion Pieces
Beyond green ambitions
Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond
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Opinion Pieces
The fiscal shift is no solution
There is a growing consensus that there needs to be a shift from extraordinary monetary policy to fiscal activism. Although quantitative easing (QE) will continue, there is a widespread recognition that its effects are diminishing.
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Opinion Pieces
The easy option
The Dutch social affairs’ minister Wouter Koolmees has spared millions of Dutch pensioners last month from having their pension payments cut in 2020, after the government granted pension funds a year’s grace period to restore coverage ratios.
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Opinion Pieces
Long-term matters: Financial sector employees can help win the climate change fight
More than a thousand Google employees have signed a public letter calling on the company to take bold action on climate change. They joined employees in other companies such as Amazon and Microsoft who published similar letters, calling their companies to take real action on climate change in response to the climate crisis.
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Opinion Pieces
Letter from the US: US pension funds braced for lower for longer
The last edition of the International Monetary Fund’s (IMF) twice-yearly Global Financial Stability Report (GFSR) points to the risks that lower-for-longer yields pose, especially for pension funds.
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Opinion Pieces
Guest viewpoint: Bob Collie
“With DC now globally dominant, the momentum that has been building is likely to continue”