FOCUS
-
October, 2022
Decarbonisation – the way ahead for infrastructure
Freek Spoorenberg, Head of Product Strategy, BlackRock Infrastructure Equity. Freek Spoorenberg from BlackRock observes that the transition to decarbonisation is a long and sometimes difficult one, but can be achieved by focusing on three specific aspects of the net zero journey For professional clients only The world is undergoing a ...
Read More -
October, 2022
Real assets as alternative solutions for LGPS investors
Pádraig Floyd, LAPF Investments. Pádraig Floyd discusses the growth of funds’ investment in real asset alternatives previously considered too risky or expensive, such as private equity venture capital and infrastructure Retro is not so much a fad or even an industry today, as a way of life. Almost every aspect of life, and certainly ...
Read More -
October, 2022
Five myths about alternative investments
Robert English, Managing Director, Head of UK & Ireland and Middle East & Africa, PIMCO. Not all characteristics of alternative investments are widely understood by investors. Robert English from PIMCO looks to demystify five common misperceptions Myth 1: Alternatives are only available to ultra-high-net-worth investors and ...
Read More -
October, 2022
Re-thinking the management of committed capital
Michael Walsh, Solutions Strategist, T. Rowe Price. Michael Walsh of T. Rowe Price ponders the question of whether allocations to private assets are subject to adequate levels of sound governance, and sets out the benefits of a pre-planned approach to the management of committed capital Private assets investing is an increasing feature of ...
Read More -
October, 2022
Why infrastructure secondaries could thrive in a dislocated market
Dinesh Ramasamy, Partner, Infrastructure and Real Assets, Pantheon. Molly Plotkin, Head of Research, Pantheon. Andy Bush, Principal and Relationship Manager, Pantheon. Dinesh Ramasamy, Molly Plotkin and Andy Bush explain why infrastructure assets come into focus during inflationary periods – and how infrastructure secondaries could ...
Read More -
August, 2022
Three reasons for allocating to emerging market equities
Roger Merz, Head of mtx Portfolio Management, Senior Portfolio Manager, Vontobel Asset Management. Anthony Corrigan, Client Portfolio Manager, Vontobel Asset Management. Roger Merz and Anthony Corrigan of Vontobel Asset Management spell out their reasons for believing that emerging market equities are on the road to recovery Emerging market (EM) ...
Read More -
August, 2022
The tangible benefits of ESG for Emerging Markets investors
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK considers the benefits of a well-executed ESG approach as a risk-reduction tool, exemplified by a case study of the effects on the market of Russia’s invasion of Ukraine ESG and sustainable investing have become ...
Read More -
August, 2022
The opportunities in emerging markets
Pádraig Floyd, LAPF Investments. Pádraig Floyd surveys the attractions of different emerging markets and discusses their current investment potential with senior professionals in the field An old Chinese curse wishes the recipient may live in “interesting times”. While that is perhaps as euphemistically vague as the notion of “negative ...
Read More -
June, 2022
China – green shoots of market stabilisation
Roger Merz, Head of mtx Portfolio Management, Vontobel Asset Management. Thomas Schaffner, Portfolio Manager, Vontobel Asset Management. Roger Merz and Thomas Schaffner of Vontobel Asset Management look at the outlook for active investors in China’s equity markets, concluding that there is good potential for stock picking despite the country’s ...
Read More -
June, 2022
Simplicity wins: How most conventional asset classes have outpaced inflation
Mamdouh Medhat, Senior Researcher, Dimensional Fund Advisors. Mamdouh Medhat at Dimensional Fund Advisors discusses the findings of a study of 23 US assets over a 93-year period showing their relative success in protecting the purchasing power of pension benefits Local authorities are often on the front line of public-service provision to some of the ...
Read More
