More comment – Page 32
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Opinion PiecesViewpoint: 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 PiecesViewpoint: ESG as the new normal
The recent impact of the COVID-19 virus outbreak will only accelerate ESG adoption
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Opinion PiecesViewpoint: 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 PiecesGuard 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 PiecesPandemic 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 PiecesMarket 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.
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Opinion Pieces
Factor investing: Viewpoint: The case against factor investing
Factor products are not necessarily a panacea for equity market outpeformance
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Opinion PiecesNot business as usual
Basing investment decisions on short-term events can have long-term consequences, so it is vital trustees seek guidance
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FeaturesLong Term Matters: Learning from COVID-19
As the tide of the Second World War was turning in favour of the Allies, there was a ferment of discussion – initially bottom up – about how to build a better world when the war was over. While loved ones were fighting overseas and people at home were struggling with rationing and movement restrictions, some made the time to think about the future. The Bretton Woods Agreement, establishing fixed exchange rates, happened ten months before the war ended in Europe.
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Opinion PiecesLetter from US: Short-term relief, long-term pain
The COVID-19 pandemic is having an immediate and transparent impact on American defined contribution plans. But it also has implications for defined benefit plans in the long run
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Opinion PiecesGuest Viewpoint: Jeremy Coller
The global shutdown is painful for almost every sector of the economy. But in some industries the real damage will begin after the pandemic ends
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Opinion PiecesViewpoint: Rebalancing – the rational route to sustaining strategic objectives
Following severe equity and bond market dislocations, long-term investors should be taking stock of their portfolio allocations.
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Opinion PiecesViewpoint: Coronabias and the fat tail
Behavioural science has done a marvellous job of pointing out the mistakes most human beings make in estimating probability
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Opinion PiecesViewpoint: The positive impact scorecard
The private sector is discovering positive ways to support the response to COVID-19
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Opinion PiecesViewpoint: Responsible investing climbs trustee boards’ agendas
The amount of legislation at hand and the pace at which different directives and guidelines are coming out could be seen as daunting for some
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Opinion PiecesViewpoint: Coronavirus – what should trustees be thinking about?
Trustees have a duty to pay benefits to members, but the current financial environment is keeping them on their toes.
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Opinion PiecesKnowns and unknowns
“There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld, former US secretary of defence, February 2002
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Opinion PiecesUnderstanding the pandemic’s impact
When facing a serious threat it pays to remain as calm as possible. The temptation to panic is inevitably strong but it should be resisted.
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Opinion PiecesLong Term Matters: Investing in an age of pandemics
Pandemics are master classes in managing existential uncertainty. Being overwhelmed is ‘normal’. Here are seven actions that we can take as citizens and investment professionals. The focus is on the US and the UK: their governments are floundering. The unravelling in the US is dangerous for investors. Both the UK and the US are very responsive to the financial sector.
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Opinion PiecesBe prepared for the future
As 2019 came to an end, there were a number of risks that investors around the world would have to watch out for – Brexit negotiations, the US election, the trade war between China and the US – but nobody could have guessed that the COVID-19 pandemic was to come.
