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June, 2020
What role does ESG have in a global equity portfolio?
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK explains how to evaluate the three ESG dimensions and assesses their respective effects on a company’s risk profile Global equities can be a volatile asset class. Faced with a multitude of factors – size and ...
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June, 2020
Harnessing investment themes to identify long-term returns
Paul Markham, Portfolio Manager, Equity Opportunities Team, Newton Investment Management. Paul Markham of Newton Investment Management describes how a thematic approach to investment can help identify investment ideas capable of adapting to a changing economic landscape The start of 2020 has been difficult for everyone as the global pandemic has taken ...
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June, 2020
Uncovering future quality in healthcare
Greig Bryson, Portfolio Manager – Global Equity Team, Nikko Asset Management. Greig Bryson of Nikko Asset Management highlights the investment opportunities provided by the firms developing new technologies that would make the lives of nurses, care givers and patients easier The ongoing public health and economic crises (and the political response ...
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April, 2020
Alternative investments: driving returns with active management
Alan Ross, Special Situations Portfolio Manager, ICG. Alan Ross of ICG discusses the benefits of active management in a time of market turbulence and the importance of selecting the right partner The active versus passive debate has raged for decades but in our view, severe market dislocations merit an active response. Necessary ingredients for ...
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April, 2020
Why active beats passive for sustainable investing
James Mitchell, Client Director, Newton Investment Management. James Mitchell of Newton Investment Management sets out why he believes an active sustainable strategy can afford investors greater control over the positive outcomes they desire from their investments Interest in passive investing and sustainable investing continues to grow, and in some ...
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April, 2020
Are we facing the end of active investment management?
Stephen Hearle, Co-Head of Institutional, & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK considers the benefits and drawbacks of both active and passive approaches to investment management Despite the growth of passive investing over recent years, the debate about active vs. passive management ...
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April, 2020
Active vs passive: which offers the best value for money?
Emma Powell, LAPF Investments. Emma Powell looks at some of the factors to be conisdered when choosing between active and passive approaches to fund management Passive investment products are biting at the heels of active strategies. A lower cost of fees and scepticism towards the level of outperformance that can be achieved through manager skill has ...
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April, 2020
Active is dead, long live active
Hal La Thangue, Senior Consultant, Global Insights, Broadridge. Hal La Thangue of Broadridge looks at the benefits of both active and passive investment management, outlining how the two can often be complementary and how active equities still have a positive role to play in LGPS portfolios Scrutinised by the media on performance grounds and eclipsed ...
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February, 2020
Should schemes prepare for lower private equity returns?
Emma Powell, LAPF Investments. Emma Powell explores the recent historical performance of investment in private equity, concluding that schemes may need to moderate their returns expectations going forward Historically low interest rates and dwindling return expectations of traditional asset classes has caused a surge in investment in private equity. ...
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February, 2020
Applying quantitative research to optimise private equity investment
Dr. Andrea Carnelli-Dompé, Head of Research, Pantheon. Andy Bush, Relationship Manager, Pantheon. Pantheon’s Dr. Andrea Carnelli-Dompé and Andy Bush discuss three research projects designed to support a successful investment approach Private equity data is still relatively scarce, complex and inaccessible, so we believe it is sometimes ...
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