COMMENT
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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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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 ...
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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 ...
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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 ...
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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, ...
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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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