Equities
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June, 2019
DGFs and sustainability: can multi-asset strategies offer a sustainable solution?
Maria Municchi, Fund Manager, M&G Multi Asset Team, M&G Investments. Maria Municchi of M&G outlines the concepts behind building sustainability into a multi-asset strategy Pension schemes looking to deliver retirement incomes are increasingly giving greater consideration to sustainable investing, with a view to not just fulfil the financial ...
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June, 2019
The time is now: how equity hedging strategies can efficiently protect portfolios
Regis Lelong, Vice President, UK Strategic Risk Solutions, Citi. Rohan Tawadey, Director, Equity Derivative Sales & Cross Asset Solutions, Citi. As investors and asset allocators increasingly consider the probability of a more volatile outlook for financial markets, Regis Lelong and Rohan Tawadey of Citi reveal how equity systematic solutions can ...
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June, 2019
Walking the ESG talk
Stephen Hearle, Director, Global Institutional Business, Nordea Asset Management. Stephen Hearle from Nordea Asset Management pinpoints five questions to ask before choosing your ESG partner There is no question that over the last few years ESG has moved from niche to the mainstream. This has recently led to a proliferation of options and solutions ...
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June, 2019
Private equity secondaries: capitalising on an ever-expanding opportunity
Matt Jones, Partner, Co-head of Private Equity Secondaries, Pantheon. Andy Bush, Vice President, Relationship Manager, Pantheon. Pantheon’s Matt Jones and Andy Bush discuss the surging growth of the Private Equity Secondary Market and the implications for investors A secondary allocation has long been employed by investors as a means to mitigate ...
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June, 2019
Sustainability unconstrained: a spotlight on ESG and sectors
Abbie Llewellyn-Waters, Fund Manager – Global Equities, Jupiter Asset Management. Abbie Llewellyn-Waters of Jupiter Asset Management explains how ESG analysis can determine favourable company growth outlooks across a range of sectors Focusing on sustainability can often be mischaracterised as operating within a restrictive investment universe. And ...
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June, 2019
Equities markets in a state of flux
Matthew Craig, LAPF Investments. As LGPS funds consider their allocations to equities, Matthew Craig examines the options available to investors seeking to benefit from the growth potential of equities Since the middle of the last century, equities have been at the heart of most UK pension fund’s investment portfolios, as the growth engine of a ...
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August, 2016
What now for equities?
Matthew Craig, LAPF Investments. Equities are a key asset class for pension funds looking for long-term growth, but their role may be changing as investors become more defensive The change in investors’ use of equities can be seen as the investment pendulum swinging back and forth over many years. In the UK, George Ross Goodey, an actuary who ran ...
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August, 2016
Intelligent capital allocation – an overlooked concept in investing
Stephen Way, Senior Vice-President and Portfolio Manager, AGF Investments Inc. Stephen Way of AGF Investments outlines the importance of investing in firms that understand the importance of their capital allocation decisions We believe capital allocation is the most critical way company management teams add (or destroy) value for shareholders. This ...
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August, 2016
Emerging markets – the next opportunity
Mike Jennings, Investment Strategist, TT International. Emerging markets have flattered to deceive in recent times. Mike Jennings of TT International outlines why the tide may have finally turned for investors in the sector Once the growth darlings of the investment community, emerging market equities have languished for many years. Indeed for the ...
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August, 2016
How passive are your active investments?
Danny Nicholas, Client Portfolio Manager, Harris Associates. Sometimes seemly active strategies may end up as little more than expensive index trackers. Danny Nicholas of Harris Associates outlines the importance of using strategies that are either truly active or truly passive As we settled in to watch the most talented athletes across the globe ...
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