COMMENT
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April, 2019
Structural future-proofing: easy wins for the long term?
John Roe, Head of Multi-Asset Funds, Asset Allocation, Legal & General. John Roe from Legal & General suggests a number of modest changes to asset allocation which can help to build more resilient portfolios As asset allocation is the main driver of outcomes for LGPS funds’ allocations, modest allocation changes potentially offer easy long-term wins ...
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April, 2019
Volatility targeting in DGFs – can it work?
Tristan Hanson, Fund Manager, M&G Global Target Return Fund, M&G Investments. Tristan Hanson from M&G Investments discusses the pros and cons of diversification and considers a flexible, multi-asset approach to protecting capital without compromising returns Pension schemes have used diversified growth funds (DGFs) for years for the dual objectives of ...
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February, 2019
Can you plan for the long term without knowing the implications of climate change?
Stephen Hearle, Director, Global Institute Business, Nordea Asset Management. Stephen Hearle of Nordea Asset Management advises sustainable investors of the risks and opportunities resulting from climate change Last year closed with a startling fact: 2018 was the 4th hottest year on record. More and more data is showing that if today’s industrial ...
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February, 2019
The year ahead: a global outlook
Alicia Levine, Chief Strategist, BNY Mellon Investment Management. Shamik Dhar, Chief Economist, BNY Mellon Investment Management. Inflation, trade wars and euro debt are among the potential headwinds for the world’s economy in 2019 – but that doesn’t mean the overall global picture is necessarily a negative one, say BNY Mellon Investment ...
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December, 2018
Inside the engine room of emerging market local currency debt
Andrew Keirle, Portfolio Manager, Emerging Markets, Local Currency Bond Strategy, T. Rowe Price. Paul Gallagher, UK & Ireland Institutional Manager, T. Rowe Price. Andrew Keirle and Paul Gallagher of T. Rowe Price explore different aspects of the risk and return drivers of the potentially rewarding EMLC asset class Emerging Market (EM) local ...
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October, 2018
Building a stable income stream from a sustainable housing solution
Paul Myles, Director, Sales and Relationship Management, UK Institutional, BMO Global Asset Management. Paul Myles of BMO Global Asset Management underlines how an under-supply of housing in the UK is creating opportunities for investors Housing is high on the political agenda. The population is growing but the housing stock is failing to keep pace ...
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October, 2018
Climate change and real estate
Sophie Carruth, Head of Sustainability – Europe, LaSalle Investment Management. Sophie Carruth of LaSalle Investment Management looks at how the real estate sector is facing up to the challenges presented by changes in climate patterns There is more than just growing interest in responsible investment and climate change among the Local Government ...
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October, 2018
What every scheme needs: secure income
Ben Jones, Head of Real Estate Income, M&G Investments. Ben Jones of M&G Investments outlines why long lease property could be the ideal investment to deliver the secure income streams sought by pension funds Pension schemes today are innovative, ambitious, long-term investors that put their assets to work in a growing range of markets and asset ...
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August, 2018
Building room for residential property in your portfolio
John German, Senior Director – Residential Investment, Invesco Real Estate. John German of Invesco Real Estate outlines the benefits residential property can bring to an investment portfolio With the UK forecast to be one of the fastest growing populations in the EU this decade, together with its well-publicised deficit in housing stock, we believe ...
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August, 2018
Nuturing careers in the LGPS
Tiffany Tsang, Policy Lead: LGPS and DB, Pensions and Lifetime Savings Association. With Local Authority pension funds facing pressure on recruitment, retention and resourcing, the Pensions and Lifetime Savings Association has been exploring best practice for talent management in the LGPS With 5.6 million members and assets totalling £263 billion, ...
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