All Opinion Pieces articles – Page 4
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Opinion PiecesViewpoint: Rebalancing – the rational route to sustaining strategic objectives
Following severe equity and bond market dislocations, long-term investors should be taking stock of their portfolio allocations.
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Opinion Pieces
Viewpoint: Coronabias and the fat tail
Behavioural science has done a marvellous job of pointing out the mistakes most human beings make in estimating probability
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Opinion Pieces
Viewpoint: The positive impact scorecard
The private sector is discovering positive ways to support the response to COVID-19
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Opinion Pieces
Viewpoint: Responsible investing climbs trustee boards’ agendas
The amount of legislation at hand and the pace at which different directives and guidelines are coming out could be seen as daunting for some
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Opinion Pieces
Viewpoint: Coronavirus – what should trustees be thinking about?
Trustees have a duty to pay benefits to members, but the current financial environment is keeping them on their toes.
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Opinion Pieces
Knowns and unknowns
“There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld, former US secretary of defence, February 2002
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Opinion Pieces
Understanding the pandemic’s impact
When facing a serious threat it pays to remain as calm as possible. The temptation to panic is inevitably strong but it should be resisted.
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Opinion Pieces
Be prepared for the future
As 2019 came to an end, there were a number of risks that investors around the world would have to watch out for – Brexit negotiations, the US election, the trade war between China and the US – but nobody could have guessed that the COVID-19 pandemic was to come.
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Opinion Pieces
Letter from a country in crisis
Empty streets and squares are not a usual sight in Italy, a country whose people love to socialise. The deadly COVID-19 pandemic has even taught Italians to make orderly queues outside supermarkets. The reality is that while Italians are not good at prevention, they are outstanding at reacting to emergency situations, thanks to their experience dealing with earthquakes and other natural disasters.
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Opinion Pieces
The case for a UK sovereign wealth fund
In November 2012 I suggested in an article in IPE that the UK should set up a sovereign wealth fund. The House of Commons had a parliamentary debate on setting one up in December 2016* and included the IPE article in the background papers. Unfortunately, Brexit overshadowed all else, but now that it is done, there may be a case for revisiting the arguments.
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Opinion Pieces
Long Term Matters: Investing in an age of pandemics
Pandemics are master classes in managing existential uncertainty. Being overwhelmed is ‘normal’. Here are seven actions that we can take as citizens and investment professionals. The focus is on the US and the UK: their governments are floundering. The unravelling in the US is dangerous for investors. Both the UK and the US are very responsive to the financial sector.
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Opinion Pieces
Viewpoint: Bond Yields Will Rise, But When?
U.S. bond yields have been declining for four decades; why would the next decade be any different? - Jim Caron, Morgan Stanley Investment Management, explains
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Opinion Pieces
Investing in an age of pandemics
Pandemics are master classes in managing existential uncertainty. Being overwhelmed is ‘normal’. Here are seven actions that we can take as citizens and investment professionals. The focus is on the US and the UK: their governments are floundering. The unravelling in the US is dangerous for investors. Both the UK and the US are very responsive to the financial sector.
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Opinion Pieces
Coronavirus: Letter from Liam Kennedy, editorial director, IPE
Very few of our readers will not be affected in some way by the spread of coronavirus and COVID-19. For IPE and most of its editorial team based in the centre of London, the virus has curtailed travel and meetings. We have also taken the decision to postpone events, ...
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Opinion Pieces
Delivering sustainable long-term value
Some private equity investors claim the increased focus in private ownership imposes a new long-term perspective
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Opinion Pieces
Judgement needed more than ever
There are good reasons why even the most ardent technophile should be wary of the excitement surrounding new investment-related technology. Big data, artificial intelligence, machine learning and blockchain all no doubt have promising applications in the investment world.
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Opinion Pieces
A belated but welcome debate
The belief that the corporate culture of an asset management organisation affects its performance is gaining ground. Some investment consultants make reference to corporate culture as a factor driving manager selection. This may be marketing, but it could spark debate.
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Opinion Pieces
Super asset managers: size matters
Institutional investors must question how the emergence of super asset managers have really benefited them over the years, especially since the cycle of mergers and acquisitions seems to have continued 10 years on.
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Opinion Pieces
Davos Diary: Benefitting all stakeholders
January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world
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Opinion Pieces
Easier to abolish than to reform
The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people.
