FOCUS
-
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 ...
Read More -
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 ...
Read More -
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. ...
Read More -
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 ...
Read More -
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 ...
Read More -
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 ...
Read More -
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 ...
Read More -
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 ...
Read More -
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 ...
Read More -
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 ...
Read More
