Report
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August, 2022
Climate stocktakes are a key component of net zero, says Brunel
Climate stocktakes are a key component of the net zero journey, according to Faith Ward, chief responsible investment officer at Brunel, recently. Speaking in an interview with Asset TV, Ward explained how Brunel Pension Partnership has undertaken its own climate stocktake. “The UN came up with the idea of a ‘global stocktake’ in 2023 and 2028 in ...
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August, 2022
Russian invasion provides instructive EM debt case study
Spotting red flags in the emerging market debt market is essential, but so is not ignoring them. This was the theme of a recent webinar by Lisa Chua, portfolio manager on the emerging markets debt team at Man GLG that looked at the run up to Russia’s invasion of Ukraine. She said that many peers were taking a “buy the dip approach” before the ...
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August, 2022
Real assets offer pension funds real opportunities
Secure income real assets are showing resilience in the face of higher interest rates, according to a recent paper from Alpha Real Capital. Equities and public market credit assets have posted negative returns in the year to date (of around 18% and 15% respectively), yet secure income real assets have held their value, said the paper. This is partly ...
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August, 2022
Border to Coast makes impact with school laptop donations
Border to Coast Pensions Partnership has refurbished and donated 36 laptops to three schools, supporting access to digital learning and development. Three schools in Durham, South Shields, and Luton received the laptops, which will support children’s learning by providing online access to, while supporting the skills development in an increasingly ...
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August, 2022
ESG objectives increasingly focus on diversity
While climate change continues to be the main driver behind the push for wider and deeper adoption of environmental, social and governance (ESG) standards, diversity is increasingly being scrutinised by investee companies and their external managers to ensure their employees come from a variety of backgrounds, cultures and perspectives. Asset owners have ...
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August, 2022
“Paradigm shift” sees rapid advance of stewardship in China
Despite being the world’s second largest equity market, the perception of risk and the nuances of investing there have meant China has often been avoided by global institutional investors. Research from RisCura shows that understanding of local corporate engagement practices is poorly understood by most global investors. It also provides a benchmark for ...
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August, 2022
Heatwave offers final warning to real estate
The property industry must wake up and realise the recent heatwave signalled a final warning, according to a real estate sustainability expert. Chris Bennett, co-founder and managing director of sustainability services company Evora Global, said the climate emergency has huge, long-term implications for the real estate market, as buildings in the UK are ...
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August, 2022
UK to accelerate local authority asset pooling project
UK government ministers are growing impatient with a perceived lack of progress on pooling local authority pension assets, according to a senior government official. Speaking at the Pensions and Lifetime Savings Association’s (PLSA) Local Authority Conference, Teresa Clay, head of local government pensions at the Department for Levelling Up, Housing and ...
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August, 2022
Stewardship code has positive impact by driving up standards
The UK Stewardship Code is having a positive impact on the practice and reporting of asset managers and owners, according to new research. The research, commissioned by the Financial Reporting Council (FRC), found that both asset managers and owners are very positive about the impact of the code and that there was strong evidence of material changes to ...
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August, 2022
Attractive valuations and surging commodity prices make LatAM an attractive proposition
Despite Latin America offering attractive opportunities before the Covid-19 pandemic, performance was poor. However, strong commodity prices, improving current accounts, competitive currencies and attractive equity valuations should be positive for Latin American equities against a backdrop of dramatic macro-economic changes, according to John Malloy, ...
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