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April, 2021
Infrastructure’s income and ESG credentials provide post-pandemic allure
Emma Powell, LAPF Investments. Emma Powell looks at the outlook for infrastructure investment and finds compelling reasons for optimism in the resilience of some sectors during the pandemic and the role the asset class can play in fulfilling ESG goals Government initiatives aimed at supporting the economic recovery, and renewed focus on sustainability ...
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February, 2021
Post-pandemic investment: the risk/return balancing act intensifies
Emma Powell, LAPF Investments. Emma Powell discusses the efforts pension schemes are putting into learning lessons from the events of 2020 and the possibilities offered by investment in different regions and asset classes Against sharply volatile investment markets and a still uncertain economic outlook, pension schemes are unsurprisingly attempting ...
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February, 2021
Retail therapy
Joanna Turner, Head of Property Research, Canada Life Asset Management. Joanna Turner from Canada Life Asset Management looks at how The pandemic has accelerated changes in UK shops, creating a 20-40% oversupply of retail space Taking a lockdown walk down pretty much any UK high street offers a lugubrious vista of retail’s bruised survivors ...
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February, 2021
Emerging market debt investing after the pandemic
Matthew Murphy, Senior Institutional Portfolio Manager, Global Income Team, Eaton Vance. Matthew Murphy of Eaton Vance Management says that in-depth proprietary research into the Emerging Markets sector shows that there are many investment opportunities here, and decisions should not be based simply on whether the countries are in a benchmark In the ...
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December, 2020
Engaging for a greener future
Andrew Parry, Head of Sustainable Investments, Newton Investment Management. Andrew Parry of Newton Investment Management looks at why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future Though we have been seeing hints of a rotation back into value stocks over recent weeks, which could benefit oil ...
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December, 2020
Investing in tomorrow: ESG in emerging markets
David Crawford, Co-Head of Institutional & Wholesale Distribution UK, Nordea Asset Management. David Crawford of Nordea Asset Management outlines how investors can best identify opportunities in emerging markets that satisfy the ESG criteria set in the developed world When the celebrity who breaks the record for the greatest number of new Instagram ...
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December, 2020
Six things to know about sustainable bond markets
Scott Mather, CIO of US Core Strategies, Responsible for ESG, PIMCO. Scott Mather of PIMCO identifies the different forms of debt instruments geared towards sustainability and sumarises the range of benefits they offer to investors So what are green bonds? And how do they relate to – and differ from – social, sustainability and ...
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December, 2020
ESG: vital risk management but application challenges remain
Emma Powell, LAPF Investments. Emma Powell discusses how trustees are approaching the requirement to integrate ESG principles into their investment strategies and the importance of consistent reporting standards from managers and the companies they invest in, to help them do so Changing regulation and increasing awareness of the risks posed by climate ...
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December, 2020
Investing beyond the pandemic: a reset for portfolios in 2021
Markus Schomer, Managing Director, Chief Economist, PineBridge Investments, New York. Markus Schomer of PineBridge Investments explains how, following an unprecedented global response to a massive exogenous shock, policy remains the driving force for economies and markets in 2021 The Covid-19 pandemic’s arc, and its impact on political and policy ...
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December, 2020
Infrastructure investing in a post-Covid world
Ingrid Edmund, Senior Portfolio Manager, Columbia Threadneedle Investments. Benjamin Kelly, Senior Analyst, Global Research, Columbia Threadneedle Investments. Ingrid Edmund and Benjamin Kelly of Columbia Threadneedle Investments look at how the Covid-19 pandemic has highlighted the importance of sustainability in infrastructure investment The ...
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