COMMENT
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December, 2019
Cashflow-driven investing: why a global and active approach matters
Soraya Kazziha, EMEA Head of Client Solutions and Analytics, PIMCO. Michael Burns, Executive Vice President, Head of UK & Ireland, PIMCO. How should cashflow-driven investment be brought into action? Soraya Kazziha and Michael Burns of PIMCO explore the merits of sterling denominated assets versus global assets, and whether an active or passive ...
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December, 2019
Why has making an impact been made so difficult?
Ian Mason, Portfolio Manager, AEW UK. Will Fox-Robinson, Head of LGPS, Natixis Investment Managers. Today’s trustees are expected to assess the financial cost of climate change without an accepted definition of how this can be achieved and the same is now expected for impact investing, which seems a tad unfair, say AEW’s Ian Mason and Natixis ...
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December, 2019
Is an absolute return objective still relevant and achievable?
Suzanne Hutchins, Investment Leader, Newton Real Return Team. Suzanne Hutchins of the Newton Real Return team contends that the flexibility of absolute return strategies enables access to different return sources within one portfolio and helps clients to overcome challenging market conditions Strategies which have as their benchmark non-investable, ...
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August, 2019
Cashflow driven investing: does it make sense for UK LGPS?
Soraya Kazziha, EMEA Head of Client Solutions and Analytics, PIMCO. Michael Burns, Executive Vice President, Head of UK & Ireland, PIMCO. As UK local government pension schemes (LGPS) mature and approach full funding, Soraya Kazziha and Michael Burns of PIMCO discuss why trustees may want to consider cashflow driven investment (CDI) solutions as part ...
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August, 2019
Three under-the-radar areas taking up the climate fight
Thomas Sørensen, Portfolio Manager, Nordea Global Climate and Environment Strategy, Nordea Asset Management. Henning Padberg, Portfolio Manager, Nordea Global Climate and Environment Strategy, Nordea Asset Management. Thomas Sørensen and Henning Padberg of Nordea Asset Management discuss three areas offering climate-driven possibilities to ...
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August, 2019
LGPS: A call for (active) evidence
Jeff Houston, Secretary to the LGPS Advisory Board. The topic of active investment, and the use of such strategies in the LGPS, has once again reared its head in the corridors of power. Jeff Houston of the LGPS Advisory Board writes here to open a discussion on the subject with local authority pension funds that have track records in active ...
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August, 2019
ESG – the 21st century paradigm shift
Sarah Wilson, Chief Executive, Minerva Analytics. Sarah Wilson of Minerva Analytics encourages investors to update their thinking on the risks facing investment today and take more account of factors including climate change, governance and cyber threats Regulators require that investors are told that “past performance is not indicative of future ...
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August, 2019
Multi-asset credit strategies – a credit smörgåsbord for pension funds
Colin Fleury, Head of Secured Credit, Janus Henderson Investors. Colin Fleury of Janus Henderson looks at the pros and cons of mac strategies and identifies the factors which are key to success Following the global financial crisis (GFC), central banks used monetary policy and quantitative easing measures to resuscitate their economies, creating an ...
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June, 2019
ESG matters – getting engaged
Paul Myles, Director – Institutional Business, BMO Global Asset Management. Paul Myles of BMO Global Asset Management uses the example of ocean plastics to outline how using engagement to address underlying ESG-related issues can help drive investment performance Under new investment regulations, which came into law in January 2019, pension schemes ...
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June, 2019
Have investors missed the boat in credit?
Jeff Boswell, Head of Developed Market Credit, Investec Asset Management. Garland Hansmann, Portfolio Manager, Investec Asset Management. Jeff Boswell and Garland Hansmann of Investec Asset Management survey the pros and cons of the credit market and look at how investors can adapt to access its full risk-adjusted returns potential After last ...
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