All Opinion Pieces articles – Page 27
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Opinion PiecesDeleveraging is no free lunch
After temporarily shutting down the global economy, governments are pursuing a massive fiscal expansion in order to support struggling businesses and consumers.
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Opinion PiecesJobs crisis threatens pension provision
Hopefully one of the few benefits of the COVID-19 crisis will be to show that the impact of an ageing population is exaggerated. There are other key elements informing the ability of a society to provide decent pensions by whatever means.
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Opinion PiecesGuest viewpoint: Sir Ronald Cohen
We are on the threshold of another major shift in institutional portfolios. Impact transparency is changing the rules for both investors and businesses.
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Opinion PiecesLetter from Australia: Reforms not super for default funds
A string of government reforms due to come into effect from July 2021 has caught the superannuation sector off-guard.
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Opinion PiecesLetter from US: COVID-19 places new demands on university endowments
COVID-19 has hit a special category of institutional investors in the US hard – college and university endowments. In fact, higher education institutions are facing a decline in revenues because of fewer students enrolling and paying tuition, as well as current students asking for more financial aid. Colleges and universities are withdrawing substantial amounts from their endowments to cover these extra expenses. How is this affecting endowments’ investment strategies?
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Opinion PiecesThere is such thing as a (fossil) free lunch
A major historical fear has been that very strict exclusion or integration policies can lead to significant changes in the risk-return profile of portfolios
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Opinion PiecesViewpoint: The tipping point for UK pension schemes
Schemes need to consider how to get to a secure level of funding, but also, the assets they will need to hold when they reach peak cashflows in order to remain fully funded
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Opinion PiecesViewpoint: Why Europe needs a real pan-European occupational vehicle
The revision to the Directive, known as IORP II, did not really facilitate cross-border activities. On the contrary, it seems that some EU member states have taken the implementation of the Directive as an opportunity to further complicate cross-border activities.
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Opinion PiecesViewpoint: Mastering human rights risks – Why asset managers should act now
Sustainable investing has been a hot topic among investors for some time, with a particular focus on environmental, social and governance (ESG) factors. Throughout the COVID-19 pandemic, ESG stocks and assets have outperformed the market. While the ’S’ has often been overlooked, recent trends are fuelling attention on the cornerstone ...
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Opinion PiecesTalking to strangers
In his recent book, Malcolm Gladwell discusses how people’s natural lack of ability to detect lies can lead to unpleasant consequences.
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Opinion PiecesLeading viewpoint: Rethinking materiality: the missing link
Materiality is the missing link between sustainability reporting, corporate strategy, risks and the UN’s Sustainable Development Goals
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Opinion Pieces
Leading viewpoint: Letter to the top
A letter to the top 100 heads of ESG at global asset managers
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Opinion PiecesLeading viewpoint: Shaping a new landscape
Five key themes within ESG and the case for focusing on them
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Opinion PiecesGuest Viewpoint: Five reasons to invest in pensions technology
The world has changed exponentially in 2020, leading many multinationals to ask valid questions about how they can enhance their global operations.
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Opinion PiecesLetter from US: Gold investment returns to favour
“Negative real interest rates and unconventional monetary policies have been the catalyst of the new-found interest in gold,” says Jim McKee, a gold expert at Callan’s alternatives consulting group.
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Opinion PiecesLeading viewpoint: Why we fiduciaries are failing younger members
Small adjustments are not enough: we need to reimagine our approach
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Opinion PiecesThe looming trust deficit
Once again, European pension systems – notably those of the Netherlands and Denmark – have scored most highly in this year’s Mercer CFA Pension Index. These successes are no accident, and among the key ingredients is years of pragmatic and consensual policy making.
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Opinion PiecesCOVID is not everything
For understandable reasons it has become commonplace to talk about the immense damage done by COVID-19. This probably makes sense as a kind of shorthand. However, careful reflection on the painful experience of recent months should show it is a one-sided way of understanding the pandemic’s devastating impact.
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Opinion PiecesLeading viewpoint: How great companies deliver purpose and profit
Shareholder value creation is good for companies, investors and the wider world
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Opinion PiecesLeading viewpoint: Closing ESG reporting gaps
Asset managers seeking a coherent ESG strategy first need a coherent narrative
