More comment – Page 40
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FeaturesTechnological diffusion is fraught
It is easy to forget just how long it can take for an invention to become a pervasive technology. Even the most brilliant idea can take time before it is widely adopted
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Features‘Quitaly’ remains an unlikely prospect
European markets have clearly shown anxiety about the joint reform programme presented by the two parties that have agreed to form a coalition government in Italy
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FeaturesVenturing into the unknown
Two projects designed to boost investment in local ‘growth’ companies and domestic assets were in the news last month, but for different reasons
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Opinion PiecesLong-term Matters: Who decides which engagement is fit for purpose?
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
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Opinion Pieces
Letter from Brussels: Who cares about our €3.5trn?
PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests
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Opinion PiecesLetter from the US: Harvard gets down to business
It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility
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Opinion Pieces
Guest Viewpoint: Fiona Stewart & Georg Inderst
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
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FeaturesMatters of life and death
If left to their own devices at retirement, significant numbers are likely to run out of assets years before they die
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FeaturesResist the backlash against tech
Sometimes patterns are not clear until they are examined closely. In the hubbub of daily life it is easy to miss unfolding trends
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FeaturesManagers should warn on loan risks
Three-quarters of all outstanding leveraged loans lack meaningful lender protection. This is the outcome of the steep rise of ‘cov-lite’ loans since the financial crisis
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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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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
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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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 PiecesLong Term Matters: Getting behind the stewardship bullshit on Carillion
Every so often things go so wrong that players are forced to come clean. Which is what has started to happen with Carillion. And it’s not a pretty sight
