All Opinion Pieces articles – Page 3
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Opinion PiecesViewpoint: Considerations around consolidation vehicles
Much of the debate around consolidation vehicles thus far has focused on the comparison between the security provided by consolidators and that provided by a traditional insurance company.
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Opinion Pieces
Growing debt levels spell trouble
Credit investors would be wise to reflect upon the growing debt burden weighing on the global economy.
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Opinion Pieces
Turn crisis into opportunity
One of the most striking features of the discussion of what could be called the Corona crisis – the economic and financial crisis associated with the COVID-19 pandemic – is its pervasive intellectual laziness. Far too few commentators are trying to grapple with its unique features.
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Opinion Pieces
Dutch pensions: the next chapter
For those who have been following the cumbersome multi-year saga of Dutch pensions reform, the latest wrinkle might seem trivial.
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Opinion Pieces
AGMs: Setting new ESG standards
As the AGM season comes to an end for another year, it is worth reflecting upon the high pressure that company boards are facing from investors to take greater account of environmental impact, diversity and executive pay – only a few issues from a long list of environmental, social and governance (ESG) criteria that most investors now seem to abide by.
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Opinion Pieces
Viewpoint: Private debt managers mitigate risks with focus on operations
With financial markets undergoing a severe correction amid the COVID-19 crisis, Broadridge considers the impact on private debt managers.
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Opinion Pieces
Viewpoint: How Canada can liberate Holland once again
Ongoing concern: Putting ‘trust’ back into Dutch pensions
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Opinion Pieces
Viewpoint: ESG After COVID-19: Will it Be Different This Time?
COVID-19 raises questions about impacts on ESG issues like worker health and safety, and systemic risks like income inequality. While the existential threat of climate change has dominated the agenda in recent years, the pandemic has renewed focus on social and governance issues.
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Opinion Pieces
EU integration takes a hit
The symbolism should not be missed. One of the first responses to the COVID-19 pandemic in Europe was the closure of national borders.
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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
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
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
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
