COMMENT
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June, 2021
Infrastructure debt – opportunities in the post-Covid recovery
Phelim Bolger, Director, IFM Investors. Phelim Bolger of IFM Investors outlines the benefits of investing in infrastructure debt, its ability to provide resilient income, and the important role it plays in building a more sustainable future As the global economy recovers from the Covid pandemic, every sector is being forced to assess how the events of ...
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April, 2021
Rates are rising, but is it sustainable?
Jim Cielinski, Global Head of Fixed Income, Janus Henderson Investors. Jim Cielinski of Janus Henderson Investors explores the steep rise in bond yields, the prospects for inflation and the implications for fixed income asset allocation The bond market has awoken from its slumber. What began as a gradual climb in nominal yields from the summer, ...
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April, 2021
Growing the sustainable bonds pie the right way
Scott Freedman, Fixed Income Portfolio Manager, Newton Investment Management. Scott Freedman of Newton Investment Management discusses the themes that he believes will help shape and grow the sustainable fixed income market over the coming months and years As investor interest in environmental, social and governance (ESG) considerations continues to ...
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April, 2021
The future of food in Asia and alternative proteins
Tai Lin, Managing Partner, Proterra Investment Partners Asia. Shawn Lim, Vice President, Proterra Investment Partners Asia. Tai Lin and Shawn Lim of Proterra Investment Partners examine the opportunities for Asia, based on observations in the US and European markets for alternative proteins, and forecast their significant future growth Plant-based ...
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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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