COMMENT
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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
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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June, 2019
Looking forward at diversified growth funds
Geraldine Sundstrom, Portfolio Manager, Asset Allocation, Pimco. Dan Phillipson, Head of Product Strategy, EMEA, Pimco. Geraldine Sundstrom and Dan Phillipson of Pimco consider the likely future of diversified growth funds over the coming decade and identify three characteristics that they feel are important for success Many local authorities are ...
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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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