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June, 2021
How long will the equity market resurgence continue?
Emma Powell, LAPF Investments. Emma Powell discusses the prospects for equity markets on both sides of the atlantic and concludes that investors should be considering companies with long-term earnings potential as well as those benefiting from the current low interest regime The lights are flashing green for equity markets in Europe and the US. ...
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June, 2021
Post pandemic era and reopening economies: a vaccine for value style
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK looks at how the tide has started to turn for value-style with the most significant style rotation in decades The last four years witnessed a significant underperformance of value style versus growth, reaching ...
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June, 2021
Active managers and style performance
Martha Brindle, Director, Public Markets, bfinance. Weichen Ding, Senior Associate, Public Markets, bfinance. Martha Brindle and Weichen Ding of bfinance describe the different categories of equity management and consider the various factors affecting their performance Factors are back in focus, with many allocators reconsidering their exposure to ...
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June, 2021
The case for equally weighting stock positions in a portfolio
Ian Mortimer, Co-manager of the Guinness Global Equity Income Fund, Guinness Asset Management. Matthew Page, Co-manager of the Guinness Global Equity Income Fund, Guinness Asset Management. Ian Mortimer and Matthew Page of Guinness Asset Management summarise what they consider to be the significant advantages of having a concentrated, equally-weighted ...
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April, 2021
Amid global pandemic, infrastructure investment will get a shot in the arm
David Crawford, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. David Crawford of Nordea Asset Management UK expresses confidence in the outlook for listed infrastructure over the next few years, as this asset class displays earnings resilience and stable cash flows Last year, during the height of the pandemic, equity ...
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April, 2021
Infrastructure 2.0 – Investing to create tomorrow’s economy
Andreas Köttering, Head of Infrastructure Europe, CBRE Caledon. Alice Wilcox, Head of LGPS Partnerships, CBRE Global Investors. Andreas Köttering and Alice Wilcox from CBRE look at why significant investment in infrastructure will be needed to support the transition to a net zero carbon economy, creating a compelling opportunity for local authority ...
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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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April, 2021
Renewable energy investment trends in Europe
Simon Eaves, Head of Clean Energy Infrastructure, Europe, Capital Dynamics. Barney Coles, Clean Energy Infrastructure, Europe, Capital Dynamics. Dario Bertagna, Clean Energy Infrastructure, Europe, Capital Dynamics. Simon Eaves, Barney Coles and Dario Bertagna of Capital Dynamics discuss the profound changes experienced by global energy markets ...
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April, 2021
Infrastructure: Achieving an optimal blend
Sheridan Bowers, Head of UK & Ireland, Vontobel Asset Management. Sheridan Bowers of Vontobel Asset Management analyses why infrastructure portfolios should include both listed and unlisted allocations Over the past several decades, institutional investors have discovered and developed the global infrastructure asset class via private/direct and ...
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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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