COMMENT
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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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August, 2017
What lies ahead for pooling?
David Rae, Head of Client Strategy & Research, EMEA, Russell Investments. David Rae of Russell Investments examines different structural approaches that may be taken by LGPS pools and outlines the potential benefit of an "open architecture" approach The LGPS pools will be amongst the largest institutional investors in the UK and indeed the globe. This ...
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June, 2017
Sustainability, and the US withdrawal from the Paris Agreement
Martin Grosskopf, Vice-President & Portfolio Manager, AGF Investments Inc. Hyewon Kong, Associate Portfolio Manager, AGF Investments Inc. Jonathan Lo1, Vice-President & Portfolio Specialist, North American & International Equities, AGF Investments Inc. Martin Grosskopf, Hyewon Kong and Jonathan Lo of AGF Investments look at the issues surrounding ...
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June, 2017
Income thinking: building resilient portfolios from the bottom up
John Stopford, Head of Multi-Asset Income, Portfolio Manager, Investec Diversified Income Fund. As local government faces ever increasing budget constraints, John Stopford of Investec Asset Management looks at why the need to consider the most appropriate investment strategy is more important than ever Since the global financial crisis, the extreme ...
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June, 2017
The volatility risk premium: an alternative, diversifying return source
David Morley, Business Development Director, UK Institutional, Eaton Vance Management (International) Ltd. Tom Lee, Managing Director of Investment Strategy and Research, Parametric Portfolio Associates LLC. David Morley and Tom Lee discuss the potential of an approach that looks to enhance returns without altering a portfolio’s risk ...
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