More comment – Page 22
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Opinion Pieces
Letter from Australia: Paltry pickings in the political pie
As deficits mount in a post-COVID-19 world, politicians and bureaucrats are again eyeing national pension savings – hundreds of billions of dollars they can capture at the stroke of a legislative pen.
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Opinion Pieces
Letter from US: Politics forcing divestment
American pension funds have become embroiled in the cold war between the US and China and diversification strategies may be affected by the new scrutiny of investments in Chinese companies.
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Opinion Pieces
Guest Viewpoint: Rory Sullivan & Fiona Stewart
Better disclosure by asset owners is an important mechanism for driving sustainability in investment. But asset owners struggle with many aspects of sustainability reporting
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Opinion Pieces
Viewpoint: Private debt managers mitigate risks with focus on operations
With financial markets undergoing a severe correction amid the COVID-19 crisis, Broadridge considers the impact on private debt managers.
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Opinion Pieces
Viewpoint: How Canada can liberate Holland once again
Ongoing concern: Putting ‘trust’ back into Dutch pensions
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Opinion Pieces
Viewpoint: ESG After COVID-19: Will it Be Different This Time?
COVID-19 raises questions about impacts on ESG issues like worker health and safety, and systemic risks like income inequality. While the existential threat of climate change has dominated the agenda in recent years, the pandemic has renewed focus on social and governance issues.
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Opinion Pieces
The shape of capital to come
In the Netherlands, the Afsluitdijk is a 32km by 90m dyke and causeway running between the provinces of North Holland and Friesland
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Opinion Pieces
EU integration takes a hit
The symbolism should not be missed. One of the first responses to the COVID-19 pandemic in Europe was the closure of national borders.
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Opinion Pieces
Seize the possibilities of crisis
IPE’s 2020 Top 500 Asset Managers ranking shines a light on overall global managed assets in 2019, which increased by almost 22% in euro terms over the course of last year to €80trn.
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Opinion Pieces
Risky business
The rapid spread of COVID-19, the subsequent aggressive containment measures, and the collapse in oil and equity markets in recent months mean that global economic growth prospects have deteriorated.
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Features
Corporate Purpose: Shareholders or society?
The COVID-19 pandemic recovery phase is a chance to reshape global economies into new sustainable models
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Opinion Pieces
Letter from US: Investors and savers hold steady in the face of the pandemic
During the first months of the COVID-19 pandemic, many investors stayed the course and did not make drastic changes to their asset allocations or to their saving rates. That is according to the first quarter 2020 retirement analysis by Fidelity Investments of more than 30m 401(k), Individual Retirement Account (IRA) and 403(b) retirement accounts in the US. Data updated to 17 April confirm the trends.
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Opinion Pieces
Guest Viewpoint: Hilde Blomme & Jona Basha
Resolving the ‘alphabet soup’ of corporate reporting framework
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Opinion Pieces
Viewpoint: The economic objectives of the ‘Oil Fund’
The attention surrounding the appointment of Nicolai Tangen to head the Norwegian ‘Oil Fund’ could be reflections of deeper concerns and how the objectives of asset managers and asset owners differ.
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Opinion Pieces
Viewpoint: Greening the recovery
The coronavirus outbreak has been a tragedy for many, a shock for us all and a crisis for economies around the globe. It has forced governments to embark on a massive experiment, slashing economic activity to limit the pandemic, sharply reducing carbon emissions and preparing for only a slow resumption ...
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Opinion Pieces
Viewpoint: ESG as the new normal
The recent impact of the COVID-19 virus outbreak will only accelerate ESG adoption
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Opinion Pieces
Viewpoint: Value investing – bruised but not broken
The structural driver of value equity stragegies remains intact, according to the founder of Research Affiliates
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Opinion Pieces
Guard against mission creep
As the impact of the coronavirus continues to make itself felt, largely out of sight in hospitals and care homes, the parallel with today’s social, market and economic situation feels unusually apt
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Opinion Pieces
Pandemic quickens existing trends
It was probably inevitable that many would declare that the Covid-19 pandemic changes everything. The only question was how that sentiment would be expressed
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Opinion Pieces
Market disconnects have widened
Thanks to a remarkable comeback in April, equity markets have partly offset the collapse that took place as a result of the COVID-19 pandemic.