COMMENT
-
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 ...
Read More -
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 ...
Read More -
February, 2020
SDG bonds: their time has come
Samuel Mary, ESG Research Analyst, PIMCO. Christian Schuetz, Credit Analyst, European Utilities and Energy, PIMCO. Olivia Albrecht, Head of ESG Business Strategy, PIMCO. the emergence of bonds linked to sustainable development goals signals that fixed income markets have entered a new phase, says PIMCO’s Samuel Mary, Christian Schuetz and Olivia ...
Read More -
December, 2019
Cashflow-driven investing: why a global and active approach matters
Soraya Kazziha, EMEA Head of Client Solutions and Analytics, PIMCO. Michael Burns, Executive Vice President, Head of UK & Ireland, PIMCO. How should cashflow-driven investment be brought into action? Soraya Kazziha and Michael Burns of PIMCO explore the merits of sterling denominated assets versus global assets, and whether an active or passive ...
Read More -
December, 2019
Why has making an impact been made so difficult?
Ian Mason, Portfolio Manager, AEW UK. Will Fox-Robinson, Head of LGPS, Natixis Investment Managers. Today’s trustees are expected to assess the financial cost of climate change without an accepted definition of how this can be achieved and the same is now expected for impact investing, which seems a tad unfair, say AEW’s Ian Mason and Natixis ...
Read More -
December, 2019
Is an absolute return objective still relevant and achievable?
Suzanne Hutchins, Investment Leader, Newton Real Return Team. Suzanne Hutchins of the Newton Real Return team contends that the flexibility of absolute return strategies enables access to different return sources within one portfolio and helps clients to overcome challenging market conditions Strategies which have as their benchmark non-investable, ...
Read More -
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 ...
Read More -
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 ...
Read More -
August, 2019
LGPS: A call for (active) evidence
Jeff Houston, Secretary to the LGPS Advisory Board. The topic of active investment, and the use of such strategies in the LGPS, has once again reared its head in the corridors of power. Jeff Houston of the LGPS Advisory Board writes here to open a discussion on the subject with local authority pension funds that have track records in active ...
Read More -
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 ...
Read More
