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October, 2020
Infrastructure: a stable portfolio building block, or a “real asset”?
Stephen Hearle, Co-Head of Institutional, & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK looks at the stability and potential returns offered by listed infrastructure – society’s essential systems, assets and facilities When governments first began widespread privatisation of previously ...
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August, 2020
Social at the centre of ESG
Olivia Albrecht, Head of ESG Business Strategy, PIMCO. Del Anderson, Credit Analyst, PIMCO. Olivia Albrecht and Del Anderson of PIMCO discuss five major social themes affecting creditworthiness and which are driving new social bond issuance that has emerged during this pandemic-driven economic crisis The social pillar of environmental, social, and ...
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August, 2020
Impact investing is gaining fresh momentum
Emma Powell, LAPF Investments. Emma Powell discusses with senior professionals the growing popularity of impact investment and its relationship with ESG The outbreak of Covid-19 has intensified the spotlight on impact investment, as investors allocate capital towards dealing with the social and economic devastation caused by the pandemic. Companies ...
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August, 2020
Accessing energy transition opportunities in private markets
Carolyn Tsalos, Director, UK Institutional, Russell Investments. Carolyn Tsalos of Russell Investments looks at the risks to investment portfolios presented by climate change and suggests how to mitigate them The threat of continued climate change presents very real financial risks to investment portfolios, in regard to both existing assets as well as ...
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August, 2020
Making an impact through climate solutions
Stephen Hearle, Co-Head of Institutional, & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK outlines some of the ways investors can make a real impact in the climate environment During the pandemic crisis, climate and the environment have been widely discussed on both mainstream and social media. With ...
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August, 2020
Challenges and opportunities in impact investing
Victoria Leggett, Head of Impact Investing and Portfolio Manager, Union Bancaire Privée. Victoria Leggett of Union Bancaire Privée examines the range of impact investment opportunities available, and suggests that to be successful it must answer the question posed by the financial crisis of 2008 – does finance work for society or against it? It is ...
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August, 2020
How can pension funds overcome barriers to impact investment?
Emma Powell, LAPF Investments. Emma Powell identifies the reasons for the reluctance of some pension funds to integrate impact investment into their investment strategies and offers tips on how to combat it Impact investment has risen up the agenda for asset owners as they increasingly question the difference their investments make to society and the ...
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June, 2020
Values versus valuations
James Sparshott, Head of Local Authorities, Legal & General Investment Management. Iancu Daramus, Senior Sustainability Analyst, Investment Stewardship, Legal & General Investment Management. James Sparshott and Iancu Daramus of Legal & General Investment Management discuss how the financial materiality of ESG issues may encourage more LGPS funds to ...
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June, 2020
Global equity markets whipsaw but there may be opportunities
Emma Powell, LAPF Investments. Emma Powell considers the fluctuations in global equity markets and shares the views of some practitioners that, despite the current uncertainties, the importance of ESG considerations may boost investment opportunities In March, equity indices around the world entered bear market territory as investors braced for the ...
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June, 2020
No normal cycle, no normal recession
Laurence Taylor, Portfolio Specialist, Global Equities, T. Rowe Price. Laurence Taylor of T. Rowe Price identifies some implications, both short-term and long-term, of the Covid-19 pandemic and gives advice on managing a global equity portfolio in what will be the “new normal” The coronavirus continues to impact nearly every aspect of society. ...
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