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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 ...
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June, 2022
The outlook for global equities
Pádraig Floyd, LAPF Investments. Pádraig Floyd examines the outlook for global equities in an era of volatile global economics, and finds several reasons for optimism For about three-quarters of the last 30 years, global equities have returned more to investors than high quality global bonds. The margin of outperformance has been around 12.5%, ...
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April, 2022
The evolution of ESG in lower middle-market direct lending
Jens Ernberg, Managing Director, Capital Dynamics. Bryn Gostin, Managing Director, Capital Dynamics. Jens Ernberg and Bryn Gostin of Capital Dynamics provide a detailed guide to building an ESG monitoring and screening network and outline many benefits of improving a corporate ESG profile The US middle market is a significant growth engine of the ...
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April, 2022
Grasping the nettle of responsibility
Pádraig Floyd, LAPF Investments. Pádraig Floyd discusses how LGPS investment strategies are evolving in response to ESG requirements and expectations The world is constantly changing, though unfortunately, not all change is necessarily for good. Investors who sought to remove – or at least ameliorate – the impact their investments might have on ...
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April, 2022
Shareowner power: using proxy votes for real-world action
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. When it comes to ESG investing, engagement is a key way to influence companies. But there is another very effective way to influence corporate behaviour – voting, says Stephen Hearle at Nordea Asset Management UK Asset managers have the power to help ...
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April, 2022
Aligning financial and climate obligations within fixed income portfolios
Iain Buckle, Head of Credit – UK, Aegon Asset Management. Gerrit Ledderhof, Head of ESG – Climate, Aegon Asset Management. Rory Sandilands, Investment Manager, Aegon Asset Management. Iain Buckle, Gerrit Ledderhof and Rory Sandilands of Aegon Asset Management debate the merits of differing short-dated bonds and give their conclusions about ...
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February, 2022
An inflation-resistant bridge to a sustainable future
David Crawford, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. David Crawford of Nordea Asset Management UK explains how an actively-managed infrastructure portfolio can make a sustainable impact while also offering some protection against inflation Over the last decade, the path of inflation, as measured by the ...
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February, 2022
Increasing allocations to infrastructure drives the sector forward
Pádraig Floyd, LAPF Investments. Pádraig Floyd surveys the burgeoning field of infrastructure and assesses its development and future potential Infrastructure has long been touted as the “perfect” asset class for long-term investors and defined benefit (DB) pensions in particular. Consistent, long-term bond-like, indexed returns is the promise ...
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February, 2022
Integrating ESG analysis into infrastructure debt investments
Phelim Bolger, Director, IFM Investors. Jacob Otto, Debt Product Specialist, IFM Investors. Phelim Bolger and Jacob Otto of IFM Investors discuss investment opportunities in infrastructure debt and offer three key ESG-related considerations to bear in mind when assessing the range of investments There is clear evidence that society needs to invest ...
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December, 2021
Driving a “Just Transition”
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK looks at how a greater focus on the social elements of ESG can make financial sense What is an Inclusive Green Economy? COP26 saw experts from around the world discussing the actions needed to reduce human impact ...
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