COMMENT
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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
[caption id="attachment_12522" align="alignnone" width="150"] Stuart Hitchcock, Head of Portfolio Management, Legal & General Investment Management. [caption id="attachment_12523" align="alignnone" width="150"] Calum Macphail, Head of Corporate Private Credit, Legal & General Investment Management. Amie Stow, Senior Investment Specialist, Legal & ...
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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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June, 2020
Five ESG investing takeaways from the Covid-19 crisis
Alessia Falsarone, Head of Sustainable Investing, Senior Portfolio and Risk Strategist Developed Markets Fixed Income, PineBridge Investments. What impact has the Covid-19 pandemic had on environmental, social, and governance (ESG) investing? Here, Alessia Falsarone of PineBridge Investments highlights five main takeaways from the crisis and their ...
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April, 2020
From hurting to healing
Joachim Fels, Managing Director, Global Economic Adviser, PIMCO. Joachim Fels of PIMCO expects the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. Warning however, that there is a risk of an uneven recovery, with significant setbacks along the way and some permanent ...
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February, 2020
Responsible equity investing – does it pay to play nice?
Paul Myles, Director, Institutional Business, BMO Global Asset Management. Paul Myles of BMO Global Asset Management examines the effect that the integration of ESG considerations can have on equity strategies Widespread awareness that investment decisions can and should address ESG factors has led to significant demand for responsible equity ...
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February, 2020
Secure income opportunities: delivering stable cashflows and positive outcomes
James Sparshott, Head of Local Authorities, Legal & General Investment Management. Amie Stow, Senior Investment Specialist, Legal & General Investment Management. James Sparshott and Amie Stow of Legal & General Investment Management survey some of the key asset classes and potential areas of opportunity in 2020 for secure income investors 2020 ...
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February, 2020
Alternative risk premia: benefits, challenges and opportunities
Michele Mazzoleni, Partner, Head of Alternatives, Research Affiliates. Michele Mazzoleni of Research Affiliates describes the history and characteristics of alternative risk premia, noting that careful consideration of potential pitfalls is necessary if they are to be implemented successfully Alternative sources of returns to traditional asset classes ...
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