COMMENT
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February, 2021
Realpolitik meets responsible investment
Elizabeth Carey, CFA, Independent Investment Adviser. Elizabeth Carey says investors must be clear-eyed about developments beyond the landscape of western capital markets. Policy makers leading COP26 negotiations must engage pragmatically with countries and regimes where ESG values do not yet measure up to western market aspirations Anyone working ...
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February, 2021
Empowering the future through social investment
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. So far, ESG investing has been dominated by the environment. But with social issues increasingly prominent, Stephen Hearle of Nordea Asset Management considers whether investors should take a second look at the S in ESG In recent years, institutional ...
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February, 2021
Finding resilience in mid-market infrastructure investments
Guillaume D’Engremont, Head of European Infrastructure Investing, ICG. Jerome Sousselier, Managing Director, Infrastructure Investing, ICG. Guillaume D’Engremont and Jerome Sousselier of ICG discuss the focus required when selecting infrastructure investments, structuring them sensitively and understanding the benefits of an ESG framework in order ...
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December, 2020
Why Build to Rent has remained resilient despite Covid-19
Dan Batterton, Fund Manager, Build to Rent, LGIM Real Assets, Legal & General Investment Management. Build to Rent has weathered the pandemic resiliently. With rent collection and occupancy remaining high, and economic trends looking supportive, there are compelling reasons to look to invest, says Dan Batterton of Legal & General Investment ...
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December, 2020
Capitalising on the complexity premium in CLOs
Dónal Kinsella, Institutional Portfolio Manager, Leveraged Credit, Eaton Vance. Dónal Kinsella of Eaton Vance Management examines the risks inherent in CLOs, arguing that they offer attractive return potential and other risk-mitigating factors, and can perform a useful role in a well-managed investment strategy Within the credit universe, ...
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November, 2020
Social bonds – the darlings of the post-pandemic world?
Simon Bond, Director, Responsible Investment Portfolio Management, Columbia Threadneedle Investments. Simon Bond of Columbia Threadneedle Investments looks at the reasons for integrating responsible investment into local authority portfolios The Covid-19 pandemic has brought about a multitude of changes to our lives. The disruption it has had on ...
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October, 2020
The role of bonds in a new era of low yields
Scott Mather, CIO US Core Strategies, PIMCO. Anmol Sinha, Fixed Income Strategist, PIMCO. Scott Mather and Anmol Sinha from PIMCO discuss the resiliency and diversification potential that remains critical in a world with meaningful uncertainty ahead August 2020 was a month for the record books, just a few months removed from quite possibly the ...
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October, 2020
The role of secure income assets post-Covid-19
Stuart Hitchcock, Head of Portfolio Management, Legal & General Investment Management. Calum Macphail, Head of Corporate Private Credit, Legal & General Investment Management. Amie Stow, Senior Investment Specialist, Legal & General Investment Management. Stuart Hitchcock, Calum Macphail and Amie Stow of Legal & General Investment Management ...
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August, 2020
The flexibility to navigate unpredictable markets
Suzanne Hutchins, Portfolio Manager, Real Return Team, Newton Investment Management. Suzanne Hutchins of Newton Investment Management explains why a flexible approach to asset allocation, with the ability to respond swiftly to challenges along the way, could be critical in generating credible long-term absolute returns As the Covid-19 crisis has ...
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June, 2020
Bonds: ESG into action
Scott Mather, CIO US Core Strategies, PIMCO. The current global health crisis underscores the importance of tapping capital markets to drive more sustainable development. PIMCO's Scott Mather explains how the power of active engagement with bond issuers can move ESG from mere rhetoric into action The current global health crisis underscores the ...
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