Browsing Posts of Author
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April, 2019
Emerging market outperformance to widen
Emerging market growth in set to grow in relation to developed markets, as growth in the USA and Europe slows down, while China and other emerging markets recover. NN Investment Partners said that the difference in annual GDP growth between emerging and developed markets rose from 2.3% in 2015 to 2.9% in 2018. It said that China’s domestic demand should ...
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April, 2019
MPG Launches diversified high-yield debt fund
Managing Partners Group (MPG) has launched a new fund to invest in a diversified portfolio of fixed income and high-yield debt securities. The Melius Fixed Income Fund aims to give institutional and high-net-worth investors long-term, absolute returns from a blend of investment grade bonds, high-yield debt and listed and unlisted asset-backed securities. ...
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April, 2019
ESG investing: spotting opportunities and avoiding risks
Dr Henrik Pontzen, Head of ESG, Union Investment. Dr Henrik Pontzen of Union Investment discusses a number of regulatory, market-driven and other factors that are coming into play for investors who are incorporating ESG concerns into their decision making The rise of the once niche subject of sustainability has been impressive. Just a few years ago, ...
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April, 2019
Impact investing – the next step after ESG?
Anna Shiel, Head of Origination, Big Society Capital. Anna Shiel of Big Society Capital surveys the increasing popularity of impact investment into such sectors as social housing and gives some pointers as to the best way to get started Environmental, Social and Governance (ESG) investments have been growing in popularity among both retail and ...
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April, 2019
PiP acquires onshore wind farm assets
The Pensions Infrastructure Platform (PiP), developed by UK pension funds to boost their access to infrastructure assets, has bought a portfolio of onshore wind farms from Scottish Enterprise Partners (SEP) for £50 million. The portfolio of wind farms consists of 64 turbines located across the UK and Ireland, including five wind farm investments made by ...
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April, 2019
PLSA set out its priorities for the next four years
The Policy Board of the UK trade body for pension funds, the Pensions and Lifetime Savings Association (PLSA), has agreed on a four-year plan to help everyone achieve better retirement incomes. The PLSA has identified four key themes for 2019 to 2022; achieving well-run pension funds, encouraging effective engagement, supporting adequate contributions and ...
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April, 2019
ESG investing and fixed income: the next new normal?
Mike Amey, Head of Sterling Portfolio Management and ESG strategies, PIMCO. Gavin Power, Chief of Sustainable Development and International Affairs, PIMCO. Mike Amey and Gavin Power of PIMCO discuss why the bond market may be uniquely suited to benefit from, and provide finance for, ESG-related efforts A quiet but profound pivot is underway in the ...
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April, 2019
Investors moved 20% of assets out of UK since Brexit vote, report claims
Over a fifth of the expatriate and international investors served by a global financial advice firm have asked for advice on moving UK assets out of Britain since the referendum on EU membership in 2016. The claim comes from the deVere Group, which has over 80,000 clients across 100 countries. Nigel Green, founder and CEO of deVere Group, said: “More ...
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April, 2019
Timing momentum with Automated Intelligence pays off
A fund manager has claimed that the momentum factor behind share price movements can be enhanced by the use of systematic timing. Fund manager NN Investment Partners (NN IP) said it has found a strong momentum factor in market returns across a range of asset classes, including equities, currency and commodities, but with occasional crashes and bouts of ...
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April, 2019
Exploring fossil fuel divestment
James Mowat, Client Director, Majedie Asset Management. James Mowat of Majedie Asset Management considers the question of investing in the oil & gas sector in light of challenges posed by climate change Asset owners and asset managers face a major challenge. How should they try to influence the capital allocation of their investee companies to improve ...
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