More comment – Page 29
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FeaturesThe long and short of it
One question I ask as many investors as I can relates to time horizons: How can you really be a long-term investor when everything is so uncertain?
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Opinion Pieces
Letter From Brussels: Corporate tax reform in view
Radical upgrades to the EU’s corporate tax base norms have never been so close to fruition
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Opinion PiecesLetter from the US: All eyes on Oregon’s auto enrolment
The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme
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FeaturesInterview: Julian Mund, PLSA
Is Julian Mund trying to please too many people as CEO of the UK’s Pension & Lifetime Savings Association?
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Opinion Pieces
Guest Viewpoint: Christopher Ailman & Mark Walker
Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors.
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FeaturesProtectionism is already doing harm
The investment industry is, with good reason, worried about the prospect of a trade war
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FeaturesInvestment advisers need to up their game
The UK’s competition watchdog is carrying out an investigation on pension fund investment consultants and fiduciary managers, which could transform the industry
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Book Review
Book Review: Pension lessons from abroad
Pensions as an area of public policy are uniquely steeped in peculiarities. National social-political traditions, labour market practice, and tax legislation are just a few of these
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Opinion PiecesLetter from the US: Gun stocks and passive funds
Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers?
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Opinion PiecesGuest viewpoint: Con Keating
It often takes an experienced Kremlinologist to divine the true message and meaning of European Commission missives, and the financing sustainable growth (FSG) action plan is no exception
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Opinion Pieces
Letter From Brussels: Default guarantee option dominates debate on PEPP
Europe’s asset management industry is lobbying against any mandatory guaranteed default option in the third-pillar PEPP proposal
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FeaturesCDC: clumsy Dutch construction?
For some in the UK, collective defined contribution (CDC) pensions are a desirable Dutch import that should be applied more widely. Many are sceptical
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Features
Identifying the real risk
Risk, like beauty, is in the eye of the beholder. The first half of February surprised markets with a sudden collapse in the value of risky assets followed by a rebound
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FeaturesDon’t turn a blind eye to Italian politics
This month’s Italian general election might seem another non-event from an investment standpoint, but it has long-term significance
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FeaturesConsolidation’s cornerstone
We journalists are naturally drawn to stories involving big sums of money, controversies, disagreements, and ambitious innovations. Pension fund consolidation in its various forms has all these elements
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Opinion PiecesLetter From The US: ESG strategy not just divestment
ESG investing is a hot topic in the US pension fund industry. “One dollar out of five from institutional investors is going into ESG investing”
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FeaturesPrivate markets, social impetus
There is a late-stage investment cycle feel in many markets. In private equity, reports of mega-sized fund raisings and buyouts are competing with concerns about high-yield spreads and covenant-light loans
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FeaturesTechnology trumps demography
Although many refrain from saying it openly, the elderly are often resented as a burden on society
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FeaturesDon’t doubt the power of index providers
Index providers want to have the last word to preserve their independence
