COMMENT
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February, 2018
Secular themes within an extraordinary cycle
Tim Wilkinson, Principal & Founder, Afinishay Capital. Tim Wilkinson of Afinishay Capital reflects on how financial services have adapted to challenges within the industry and outlines developments that may help pension funds deliver on their objectives With ever-growing signs of a return to policy normalisation across developed markets, the asset ...
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February, 2018
Is it time to protect your equity gains?
Paul Myles, Director, Institutional Business, BMO Global Asset Management. Paul Myles of BMO Global Asset Mangement looks at how local authority pension funds can use options to lock in the gains they have made from equities and protect themselves against a possible market correction Many local authority pension funds will have benefited from ...
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December, 2017
Growth expectations
Kevin McCreadie, President and Chief Investment Officer, AGF Investments. Kevin McCreadie of AGF Investments outlines his predictions for growth in global markets in the coming year January 2018 marks the 103rd month of the current bull market, the third longest in US history, surpassed only by the booms of the 1960s and 1990s. Considering such bull ...
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December, 2017
The transition risks facing LGPS pension pooling
Steve Webster, Senior Adviser, MJ Hudson Allenbridge. Steve Webster of MJ Hudson Allenbridge looks at the various factors which Local Government Pension Schemes have to consider as they go through the complex process of asset pooling Three years in the planning, give or take, and for most LGPS the prospect of pooling assets begins to become a reality ...
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December, 2017
Commercial mortgages looking cheap again
John Barakat, Head of Real Estate Finance, M&G Investments. John Barakat of M&G Investments discusses the significant advantages offered to pension schemes by senior real estate debt Commercial mortgage lending has attracted significant interest from pension schemes over the past 10 years, drawn by its diversification benefits, defensive ...
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October, 2017
Turning to multi-asset credit
Jeff Boswell, Strategy Leader, MAC, Investec Asset Management. Ed Evers, Director, UK Client Group, Investec Asset Management. Jeff Boswell and Ed Evers of Investec Asset Management discuss the benefits of a multi-asset credit investment strategy for both DB and DC schemes What is a multi-asset credit (MAC) strategy? Jeff Boswell: Multi-asset ...
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October, 2017
Beating the income challenge
David Buckle, Head of Investment Solutions Design, Fidelity International. The possibility of negative cash flows is becoming an increasingly pressing problem for local authority pension schemes. David Buckle of Fidelity International examines the options and looks at how effective a multi-asset income solution could be The pressures on Local ...
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August, 2017
Income thinking: structurally diversifying sources of risk
John Stopford, Head of Multi-Asset Income, Portfolio Manager, Investec Diversified Income Fund. John Stopford of Investec Asset Management explores why and how to structurally diversify sources of risk. By looking beyond asset class labels, considering income sources and using a dynamic approach, investors could protect their portfolios from drawdowns ...
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August, 2017
Focusing on active engagement
James Sparshott, Head of Local Authorities, Legal & General Investment Management. From an investor point of view, active engagement can be about more than just voting. James Sparshott of Legal & General examines the concept of good stewardship and the increased influence that can be wielded by the new LGPS asset pools It’s crucial for investors ...
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August, 2017
Navigating the ESG landscape – the times are a-changing for the LGPS
Paul Myles, Director, Institutional Business, BMO Global Asset Management. Vicki Bakhshi, Director, Governance and Sustainable Investment, BMO Global Asset Management. last year’s new government guidance, in addition to pooling, is moving the goalposts for local authorities as they look to implement robust ESG Strategies. Paul Myles and Vicki ...
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