All Opinion Pieces articles – Page 36
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Opinion Pieces
Long Term Matters: What should investors do about authoritarian governments?
In October, I wrote that investors would soon have to choose between backing social justice or going along with authoritarian- ism. I was not expecting that the choice would come so quickly
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Opinion PiecesGuest viewpoint: Simon Lewis, AFME
Europe’s capital markets are facing some of their toughest challenges since the global financial crisis
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Opinion Pieces
Letter from the US: REITS a good long-term bet, says study
Investors have lost some of their enthusiasm for US REITs – real-estate investment trusts – after their poor performance in the third quarter. From July to September, the FTSE Nareit All Equity REITs index gained 0.5%, compared with a 7.6% return for S&P 500 over the same period. The return of the REITs index has trailed behind S&P 500 by more than seven percentage points for the first three quarters of the year.
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Opinion PiecesBrussels People: Sven Giegold, MEP
While he derives some satisfaction from advances in green energy and the like, Sven Giegold is unhappy that most global investment can still be classed as environmentally unsustainable.
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Opinion PiecesLetter from Brussels: Brussels seeks to bolster secondary market in non-performing loans
Are non-peforming loans an investor’s dream come true? Or do they represent immeasurable risks?
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Opinion PiecesLetter from the US: Controversial nomination for PBGC
How do you fix a pension programme that has liabilities of $67.3bn (€58.4bn) and assets of only $2.3bn?
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Opinion PiecesGuest Viewpoint: Liz Nolan, State Street
“The irony that the UK’s first business day outside of the EU will be April Fools’ Day is not lost on anyone”
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Opinion PiecesLetter from Brussels: Focus on pension products and supervision ahead of elections
Tensions are rising in Brussels as the EU institutional mandate approaches its end ahead of the Parliamentary elections in May 2019, and the Commission has already ceased issuing new proposals in the absence of legislative time.
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Opinion PiecesLong-Term Matters: Disruptive change is coming – which side will you choose?
Paying good pensions is a noble purpose but much less so if investors, inadvertently or otherwise, help create a world that is not worth living in
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Opinion PiecesGuest Viewpoint: Jim Hawley and Jon Lukomnik
It is fitting that we launched our ‘Purpose of Asset Management’ paper in London, not far from 221b Baker Street, the home of the famous fictional detective, Sherlock Holmes.
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Opinion Pieces
Letter from the US: Insurers back new annuities rules
Insurance companies hope to play a greater role in 401(k) retirement savings plans if congress approves new rules on annuities
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Opinion Pieces
Letter From Brussels: CMU urgency mounts
The race is on to complete the EU’s flagship Capital Markets Union project before the mandates of the Commission and Parliament elapse next year
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Opinion Pieces
Long-Term Matters: What world are we creating by saving the world?
The focus of ESG investment has been moving towards the environmental over several years. Topics like green bonds, carbon indices, green ETFs, portfolio carbon footprinting and decarbonisation are making headway
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Opinion PiecesGuest Viewpoint: Roger Urwin
“There will always be meaningful work for creative and skilful people. The new paradigm is people plus machine”
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Opinion Pieces
Letter from Brussels: Campaign to boost pan-EU distribution of UCITS and AIFs
Another step by Brussels to ease financing to business across the EU comes with measures to facilitate the cross-border distribution of investment funds
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Opinion PiecesGuest Viewpoint: Amlan Roy
Incorporating changing behaviour and technological trends in retirement planning is essential
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Opinion Pieces
Long-term Matters: An apocryphal tale for wannabe climate-aware investors
It is impossible to know how today’s CIOs will look back on their actions in the 2010s. But, we still have time to avert the worst of runaway climate change
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Opinion Pieces
Letter from the US: No panic as investors stay the course
Some 59% of US defined contribution (DC) plans’ assets and 47% of Individual Retirement Accounts (IRAs) are invested in mutual funds, with a total of $8.8trn (€7.5trn). Overall, the US mutual fund industry manages about $22trn on behalf of more than 100m investors.
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Opinion Pieces
Letter from Brussels: Who cares about our €3.5trn?
PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests
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Opinion PiecesLetter from the US: Harvard gets down to business
It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility
