Browsing Posts of Author
-
August, 2022
Strategic asset allocation – views from the coalface
Andrien Meyers, Head of Pensions Investments, Sutton and Kingston. A roundtable discussion on asset allocation at the recent LAPF Strategic Investment Forum had some interesting results. Andrien Meyers led the conversation The second morning of the LAPF Strategic Investment Forum at The Grove Hotel in July, saw Andrien Meyers, head of pensions ...
Read More -
August, 2022
Climate stocktakes are a key component of net zero, says Brunel
Climate stocktakes are a key component of the net zero journey, according to Faith Ward, chief responsible investment officer at Brunel, recently. Speaking in an interview with Asset TV, Ward explained how Brunel Pension Partnership has undertaken its own climate stocktake. “The UN came up with the idea of a ‘global stocktake’ in 2023 and 2028 in ...
Read More -
August, 2022
Russian invasion provides instructive EM debt case study
Spotting red flags in the emerging market debt market is essential, but so is not ignoring them. This was the theme of a recent webinar by Lisa Chua, portfolio manager on the emerging markets debt team at Man GLG that looked at the run up to Russia’s invasion of Ukraine. She said that many peers were taking a “buy the dip approach” before the ...
Read More -
August, 2022
Decarbonising the world
Jonathan Davis, Client Portfolio Manager, EM Debt, PineBridge Investments. Jonathan Davis at PineBridge Investments discusses how asset owners and asset managers can help to incentivise efforts towards the goal of carbon neutrality When it comes to combating climate change, the Paris Agreement of 2016 is clearly vital. This important framework aligns ...
Read More -
August, 2022
How investors can manage the risks of climate change
Jim Whittington, Head of Responsible Investment and Senior Portfolio Manager, Dimensional Fund Advisors. Jim Whittington at Dimensional Fund Advisors sets out some basic principles for investors contemplating how their choice of investments should take account of climate change There are many reasons why investors care about climate risks Concern for ...
Read More -
August, 2022
Alternative data: a vital information edge for asset managers
Dr Markus Ebner, Head of Multi-Asset, Quoniam Asset Management. Dr Markus Ebner from Quoniam Asset Management considers how companies that can use unstructured data to generate reliable models will have the edge in producing long-term risk-adjusted returns Data is sometimes referred to as the new oil or the new gold, and it is hugely valuable for a ...
Read More -
August, 2022
Real assets offer pension funds real opportunities
Secure income real assets are showing resilience in the face of higher interest rates, according to a recent paper from Alpha Real Capital. Equities and public market credit assets have posted negative returns in the year to date (of around 18% and 15% respectively), yet secure income real assets have held their value, said the paper. This is partly ...
Read More -
August, 2022
$7 trillion investor coalition pushes for action and disclosure on mental health
The CEOs of 100 of the UK’s largest listed companies have been targeted by a campaign by coalition of 29 asset owners, institutional investors and stewardship service providers representing $7 trillion in assets. The coalition, led by leading responsible investment manager, CCLA, and made up of the founding signatories to the CCLA-led Global Investor ...
Read More -
August, 2022
Border to Coast makes impact with school laptop donations
Border to Coast Pensions Partnership has refurbished and donated 36 laptops to three schools, supporting access to digital learning and development. Three schools in Durham, South Shields, and Luton received the laptops, which will support children’s learning by providing online access to, while supporting the skills development in an increasingly ...
Read More -
August, 2022
Three reasons for allocating to emerging market equities
Roger Merz, Head of mtx Portfolio Management, Senior Portfolio Manager, Vontobel Asset Management. Anthony Corrigan, Client Portfolio Manager, Vontobel Asset Management. Roger Merz and Anthony Corrigan of Vontobel Asset Management spell out their reasons for believing that emerging market equities are on the road to recovery Emerging market (EM) ...
Read More
