All Opinion Pieces articles – Page 43
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Opinion Pieces
Letter from the US: From small beginnings
The US private retirement annuity market is quite small. But it is likely to grow dramatically thanks to the convergence of various factors
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Opinion PiecesLetter from Brussels: Pressure builds on tax havens
Brussels’ financial focus is on aggressive corporate tax planning and the related question of tax havens. This concerns the hedge fund ‘passport’ rights to do business across the EU and compliance of the offshore jurisdictions where they are domiciled to EU norms.
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Opinion Pieces
Guest Viewpoint: Jason Hsu - Research Affiliates
“A public hanging is a good thing now and then.” These are the words of an anonymous CEO whose sentiment would indicate that the firm he led was probably struggling to meet the service and performance expectations of its clients
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Opinion Pieces
Letter from Brussels: A tricky path ahead
The process of making pensions policy in Brussels between now and end of the year resembles two juggernauts moving towards each other
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Opinion Pieces
Long-term Matters: Learning from coal
Last month the chief executive of Norges Bank Investment Management, Yngve Slyngstad, offered an implicit admission of error
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Opinion Pieces
Letter from the US: A new way of thinking
Three years ago car makers Ford and General Motors opened the way to a new means of de-risking defined-benefit (DB) pension plans. They offered a lump sum to participants who were receiving benefits
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Opinion Pieces
Letter from Brussels: Ready with the axe?
The lack of demand rather than supply for both credit and capital is a common criticism from investors of the EU’s capital market union (CMU) programme
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Opinion Pieces
Guest Viewpoint: Paul Smith - CFA Institute
“Investment management industry leaders must develop professionalism at every level of their firms”
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Opinion Pieces
Letter from the US: Reform challenge
The head of one of America’s largest financial product providers recently gave a provocative talk on retirement to a think tank based in New York
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Opinion Pieces
ESG Viewpoint: The energy transition challenge
Investors need to systematically address secular global mega-trends in their investment selection and portfolio construction strategies. None of those is more critical than climate change
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Opinion Pieces
Long-term Matters: Speak with one voice
Ahead of the Papal Encyclical on climate change last month, an NGO video went viral. Playful but clever, it conveyed the message well: be forceful stewards of God’s kingdom and get fit for the fight
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Opinion Pieces
Letter from Brussels: Awaking a sleep-walking economy
A few more European cross-border lending opportunities have started to emerge. This follows anticipation of the European Investment Plan launched by Jean-Claude Juncker
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Opinion Pieces
Letter from the US: DB pensions bond bind
US corporate pension funds are caught in a dilemma. They are buying long-dated bonds to match their liabilities but in doing so they are driving down their yields, making liabilities look more expensive
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Opinion Pieces
Guest Viewpoint: Dick Boeijen & Niels Kortleve - PGGM
“The Netherlands can learn from countries with more experience of DC and other countries can profit from Dutch expertise of risk sharing”
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Opinion Pieces
Long-term Matters: Human capital dilemma
Institutional investors are being asked to take sides in corporate/union disputes, the latest being National Express and Teamsters
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Opinion Pieces
Guest Viewpoint: Anton van Nunen - Van Nunen & Partners
“Pension funds should be clearly distinguished from insurance companies because their objective is to manage risks, rather than hedge them”
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Opinion Pieces
Letter from Brussels: Bond market scrutiny
There has been a flurry of activity and comment from industry groups on the subject of bond market liquidity
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Opinion Pieces
Long-term Matters: Can investors be part of the solution to Brazil's crises?
Investors in Brazil have been largerly absent from the separate crises over water and corruption shaking the country
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Opinion Pieces
Letter from the US: Pensions push on climate change
US pension funds are using the meetings to push forward their agenda on climate change
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Opinion Pieces
Viewpoint: Heribert Karch - German occupational pensions association
Heribert Karch addresses whether the German goverment will be able to introduce the pure defined contribution schemes outlined in its recent pension reform proposals
