All Guest Viewpoint articles – Page 6
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Opinion PiecesViewpoint: How to fix the three ‘mega-gaps’ facing the UK economy
Planting the seeds of long-term growth now by focusing on age, carbon and infrastructure is how we can ensure our economy gets back on track
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Opinion PiecesViewpoint: Where now for the stock/bond correlation?
This key portfolio parameter may be changing due to challenging market conditions
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Opinion PiecesViewpoint: The frequency of infrequent events
Why covenant support remains at the heart of pension member security
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Opinion PiecesViewpoint: Investing in the future through the voluntary carbon market
Net zero transition strategies take time, and some remaining emissions may still be inevitable
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Opinion PiecesFiduciary managers must do better on ESG transparency
What sets one fiduciary manager apart from another? These days, it is increasingly hard to tell between the leaders. As a fiduciary manager myself, this view may seem counterintuitive but it seems to me that this part of the investment world is getting less distinct in its capabilities, resources and even its messaging.
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Opinion PiecesViewpoint: Global custody for pension schemes – are you paying more than your neighbour?
The landscape for custodians has changed significantly
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Opinion PiecesViewpoint: Swap spreads at stress levels
Asset swap (ASW) spreads are currently trading at historically high levels as volatility in rates markets has remained high. We believe there is an opportunity for continental European pension funds to enter into Euribor receiver swaps and sell Bunds in their matching portfolio. Indeed, we expect that the peak in ...
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Opinion PiecesViewpoint: Modelling a longevity shock – A £1bn scheme would need to find £120m
By Howard Kearns, longevity pricing director at Insight Investment
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Opinion PiecesGuest viewpoint: How can DC schemes build a more sustainable future?
The UK government’s Build Back Better growth plan paves the way for significant investment in infrastructure, which could be attractive for defined contribution schemes. How might they take advantage of opportunities to improve outcomes for savers?
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Opinion PiecesViewpoint: Why the UK Investment Bank must nurture nature
By Gavin Templeton, partner at Pollination
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Opinion PiecesViewpoint: Post-war Ukraine
Post-war Ukraine offers threats and opportunities. Peter Kraneveld says it will pay to keep an eye on some key factors
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Opinion PiecesGuest viewpoint: The fault with the default setting for COVID mortality in standard tables
The Continuous Mortality Investigation (CMI) is a subsidiary company of the Institute and Faculty of Actuaries (IFoA) in the UK. The CMI has a long history of providing high-quality and impartial analysis on mortality and morbidity. It is mainly focused on gathering data to produce standard mortality tables across various sub-populations of interest to actuaries, including term assurances, annuitants and pension schemes.
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Opinion PiecesViewpoint: Inflation – becoming yesterday’s story
Although fears of an inflationary spiral may seem justified, a deeper analysis suggests otherwise
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Opinion PiecesViewpoint: A new kind of political risk
Peter Kraneveld argues that investors should take the possibility of future economic and financial sanctions against other countries seriously
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Opinion PiecesViewpoint: The pathway to net zero needs Scope 3 emissions
Accounting for Scope 3 is challenging, but integrating these emissions allows for better monitoring of pathways to decarbonisation
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Opinion PiecesViewpoint: As inflation psychology kicks in pension plans must act
Pascal Blanqué, chair of the Amundi Institute, says it’s a mistake to assume the inflation spike is merely a blip
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Opinion PiecesGuest viewpoint: Women in corporate workforce
While diversity, equity and inclusion in the workforce may mean different things in different societies, gender diversity has the same meaning across the world
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Opinion PiecesGuest Viewpoint – Nicholas Benes: The stock exchange of the future
In 2060, the world may look back at decades of convulsive changes in equity markets, guided by optimism that civilisation might just make it. People might remember that at some point during the second decade of the 21st century the earth suddenly exceeded 1.5°C of warming over pre-industrial times, sparking mass protests and turbocharging activism, focusing even more on ESG themes and ‘shareholder democracy’. Global movements will have been propelled by strange weather phenomena and the participation of young people, who had gained deeper understanding of equity markets than ever before.
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Opinion PiecesViewpoint: The Roadmap to a net-zero, nature-positive economy
Laurent Babikian, joint global director of capital markets at CDP, explores specific actions that companies, capital markets and regulators must take to accelerate the transition to a net-zero, nature-positive economy
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Opinion PiecesGuest Viewpoint: Is Europe on track to become sovereign?
The Next Generation EU (NGEU) programme is designed to speed up the EU recovery and spur growth over the medium and long term. More importantly, it represents a unique opportunity to lay the foundations of a deep and liquid European safe asset.
