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Category Archives: Comment

LAPF Investments
  • ECB key to containing Eurozone crisis
    Since the ECB press conference on 6th September, the market has generally taken the news positively, although the price moves...
    Alistair Wilson
    Head of Institutional Business
    TwentyFour Asset Management
    October 28, 2012
    Comment
  • UK “shareholder spring” shines a spotlight on governance weaknesses
    The 2012 UK annual general meeting season has set a new record for shareholder rejections of remuneration reports. The six...
    Thomas Dubbs
    Senior Partner
    Labaton Sucharow LLP
    August 3, 2012
    Comment
  • Emerging markets debt – the pitfalls and opportunities
    2012 brought with it signs of a tentative economic recovery in the US and a soft economic landing in China,...
    Kenneth Tomlin
    Director Institutional Business
    BNY Mellon Asset Management
    Alexander Kozhemiakin
    Head of Emerging Markets Debt
    Standish Mellon Asset Management Company
    August 3, 2012
    Comment
  • Is the time right for European equities?
    Many investors consider European equities “uninvestable”. They see a number of convincing reasons for avoiding the asset class ranging from...
    Niall Gallagher
    Investment Director
    GAM
    August 3, 2012
    Comment
  • Stressing about risk?
    In 1952, American economist Harry Markowitz devised the meanvariance model of portfolio selection, which essentially defined “risk” as “historical volatility”....
    Bernard Abrahamsen
    Head of Institutional Sales and Distribution
    M&G Investments
    August 3, 2012
    Comment
  • Groundhog Day – is merging the London LGPS funds a good idea, again?
    The concept of merging the London LGPS funds has been voiced in public – again – and it left me...
    David Crum
    Director
    330 Consulting
    August 3, 2012
    Comment
  • Selecting active investment managers in emerging market equities
    This article has taken a long time to write, and not just the time taken to organise and prioritise the...
    John Arther
    Senior Adviser
    AllenbridgeEpic Investment Advisers
    August 3, 2012
    Comment
  • Resource scarcity and the efficiency revolution
    Resource scarcity is a topic of increasing concern to pension fund managers given the potential impact on their portfolios. Bruce...
    Bruce Jenkyn-Jones
    Managing Director, Listed Equities
    Impax Asset Management
    April 23, 2012
    Comment
  • Long-running income streams to beat the yield drought
    Return enhancing and liability matching (REaLM) assets tick many of the right boxes for schemes with long-term investment horizons, says...
    Phil Redding
    Managing Director – Institutional Business Development
    Aviva Investors
    April 23, 2012
    Comment
  • Infrastructure - the perfect partner
    This analysis of the infrastructure sector by Infracapital, M&G’s Infrastructure Fund Management arm, outlines why the long-term nature of the...
    April 23, 2012
    Comment
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