Browsing Posts of Author
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June, 2020
No normal cycle, no normal recession
Laurence Taylor, Portfolio Specialist, Global Equities, T. Rowe Price. Laurence Taylor of T. Rowe Price identifies some implications, both short-term and long-term, of the Covid-19 pandemic and gives advice on managing a global equity portfolio in what will be the “new normal” The coronavirus continues to impact nearly every aspect of society. ...
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June, 2020
Brunel hires CACEIS in governance role
Brunel Pension Partnership has appointed CACEIS to provide cost transparency and benchmarking services, in a three-year deal that will allow the pool to comply with the LGPS Transparency Code of Conduct by providing its 10 underlying funds with cost data analysis. CACEIS launched the UK’s first Pensions Transparency Dashboard in 2017 to provide schemes ...
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June, 2020
Schemes urged to rebalance portfolios
Pension schemes may need to rebalance their portfolios to ensure they meet their long-term strategic objectives, amid the market volatility, according to new analysis. According to research by Stamford Associates, schemes could find that their asset allocations may not reflect their risk/reward objectives going forward, following the severe equity and bond ...
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June, 2020
What role does ESG have in a global equity portfolio?
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK explains how to evaluate the three ESG dimensions and assesses their respective effects on a company’s risk profile Global equities can be a volatile asset class. Faced with a multitude of factors – size and ...
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June, 2020
Investors call for responsible management
Local Pensions Partnership has joined with 307 institutional investors to urge companies to consider the welfare of all stakeholders amid the Covid-19 pandemic. In the Investor Statement on Coronavirus Response, long-term investors called on companies to protect workers by making emergency paid leave available to all employees, including temporary, ...
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June, 2020
Covid-19 causes transfer value volatility
Market volatility in the wake of the Covid-19 outbreak has resulted in substantial fluctuations in the value of defined benefit pension schemes, making it more difficult for members considering a transfer. Defined benefit transfer values fell 3% during March, according to consultancy XPS Pensions. However, that decline masks more dramatic swings in ...
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June, 2020
Investment boost for early stage clean growth companies
The UK’s most promising early stage clean growth ventures have the opportunity to secure investment from a new £40 million investment fund, established by the Department of Business, Energy & Industrial Strategy (BEIS), in partnership with CCLA, one of the UK's largest fund managers. The Clean Growth Fund will invest in the UK’s most promising ...
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June, 2020
Iona Capital secures debt financing for UK Anaerobic Digestion
Iona Capital Limited (“Iona”), the low carbon sustainable fund manager, has successfully closed a debt financing on behalf of one of its funds, Iona Environmental Infrastructure LP (“IEILP”), which has invested in an operational portfolio of 11 Anaerobic Digestion (“AD”) renewable energy assets, located across the UK. IEILP is a greenfield ...
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June, 2020
Harnessing investment themes to identify long-term returns
Paul Markham, Portfolio Manager, Equity Opportunities Team, Newton Investment Management. Paul Markham of Newton Investment Management describes how a thematic approach to investment can help identify investment ideas capable of adapting to a changing economic landscape The start of 2020 has been difficult for everyone as the global pandemic has taken ...
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June, 2020
RPI reform delayed
The government has extended the deadline for the consultation on reforming the retail price index, to give businesses dealing with the repercussions of the Covid-19 outbreak more time to respond. Chancellor Rishi Sunak wrote to the chair of the UK Statistics Authority, Sir David Norgrove, informing him that the consultation would close for responses on 21 ...
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