COMMENT
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April, 2017
Tomorrow’s world
Steve Lee, Head of LGPS Client Management, Investec Asset Management. What investment trends have shown consistent, resilient performance and returns over the last 25 years? What will be those of the next 25 years? How will the rise of emerging markets shape the way we look at the world? How do we invest for a better tomorrow and why? Steve Lee, LGPS ...
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February, 2017
Key investment themes for 2017
Kevin McCreadie, President and CIO, AGF Investments Inc. Kevin McCreadie of AGF Investments discusses what he believes to be the most important themes for investors in 2017 The year ahead faces heightened investor concern related to political uncertainty, turmoil within select markets, and a wavering bond market. These challenges mean that active ...
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February, 2017
The practical challenges of LGPS property pooling
Matt Day, Fund Manager, Indirect Property, Kames Capital. Matt Day of Kames Capital considers how local government pension schemes can most effectively move property assets from indirect to directly-held property should members follow the recommendations of the project pool report In January 2016 Project POOL was published. This comprehensive report ...
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February, 2017
Pension fund consolidation on an upward trajectory
Andy Todd, Head of UK Pensions and Banks, Sector Solutions EMEA, State Street. Andy Todd of State Street examines the trend towards consolidation amongst UK pension funds and outlines some of the challenges that will need to be faced Consolidation is the single biggest trend amongst UK pension schemes. An industry theme brought to the fore by the ...
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December, 2016
What a Trump presidency means for sustainable investors
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 how a republican ...
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December, 2016
Cashflow-driven investing: a new approach for reliable, predictable income
John Dewey, Head of Investment Strategy, Global Investment Solutions, Aviva Investors. In the current environment for liability hedging, maturing defined benefit pension schemes should look at alternative strategies, including cashflow-driven investing, says Aviva Investors’ John Dewey While liability-driven investment (LDI) and growth approaches ...
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December, 2016
The profit pool – a less dynamic landscape favours the corporate giants
Subitha Subramaniam, Chief Economist, Sarasin & Partners LLP. Subitha Subramaniam of Sarasin & Partners discusses the growth of corporate profits in the past few decades, and their outlook in a period likely to be characterised by higher taxes and slowing revenue growth The last few decades have provided a golden era for corporate profits. ...
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December, 2016
Strategies for managing equity risk
Madeline Forrester, Managing Director, UK Institutional, MFS Investment Management. Madeline Forrester of MFS Investment Management outlines the advantages that a well-managed low volatility equity strategy can bring to LGPS funds Within the Local Government Pension Scheme (LGPS), it is fair to say that equities remain the engine of the growth ...
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December, 2016
Globalisation challenged
Sinead Colton, Head of Investment Strategy, Mellon Capital. De-globalisation trends are rife. As governments retrench to focus more domestically and political change continues unabated, Sinead Colton, head of investment strategy at Mellon Capital1, discusses key milestones for the year ahead and what they might mean for global markets and investor ...
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December, 2016
A style premia primer
Leif Cussen, Portfolio Manager, Old Mutual Global Investors. Leif Cussen, manager of the Old Mutual Style Premia Absolute Return Fund, discusses how returns that had previously been classified as alpha can now be captured in a cost-effective manner to build portfolios with low correlations to markets Not long ago, effective diversifying strategies ...
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