All Opinion Pieces articles – Page 33
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Opinion PiecesA 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 PiecesBeyond 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 PiecesA 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 PiecesLetter 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 PiecesGuest 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 PiecesGDP numbers spread fake news
GDP is a measure of economic activity rather than wealth creation. As such, it can give misleading signals about the health of an economy
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Opinion PiecesTime 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 PiecesSystemic 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 PiecesCan we all be Canadian?
As we approach the 2020s, what have we learned about pension investing in the last 20 years?
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Opinion PiecesFactor strategies should be based on scientific consensus
Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to EDHEC Business School, is a vocal supporter of this approach.
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Opinion PiecesGuest viewpoint: Bob Collie
“With DC now globally dominant, the momentum that has been building is likely to continue”
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Opinion PiecesLetter 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 PiecesLong-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 PiecesThe 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 PiecesThe 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 PiecesLetter from the US: Industry debates private equity role in 401(k) plans
Should those who invest through 401(k) retirement plans have greater access to private equity?
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Opinion PiecesViewpoint: A quantitative approach to integrating ESG
Quant managers are mining ‘unstructured data’ as part of the search for the ESG factor
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Opinion PiecesBold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
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Opinion PiecesBond bubble threatens emerging markets
Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening
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Opinion PiecesViewpoint: Investors commit to a net-zero future
The global climate emergency means investors must set tough decarbonisation targets. A new UN-convened investor alliance is doing just that
