Latest analysis – Page 7
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AnalysisPension funds head towards new private equity cycle
Schemes navigate market correction, adjusting pricing expectations, looking for exits to reinvest in the asset class
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Opinion PiecesViewpoint: The SEC should not diverge on Scope 3
Reporting of value chain emissions, whether upstream such as purchased goods, or downstream – such as product use (think combustion of fossil fuels), will be abandoned
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AnalysisCorporate governance battlegrounds at this year’s AGM season
Shareholders will use board elections to express their opinions on environmental issues
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AnalysisDemocracy: a missing ingredient in ESG?
Nearly half the world’s population is facing elections to change governments in 2024, yet democracy appears to be in decline across the globe. How should investors respond?
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AnalysisESG mandates demand more from asset managers
Greater granularity in ESG investing is set to raise the bar for asset managers
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AnalysisMansion House Compact: spotlight on NEST
NEST joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities by 2030
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Opinion PiecesViewpoint: A challenging period for emerging market debt or a golden opportunity?
Despite the challenges posed by rising interest rates and the steep rise of the US dollar, none of the bigger emerging markets seem to be in debt distress
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AnalysisInterview: Elizabeth Fernando on NEST’s new thematic strategy
Sustainability focus underlines NEST’s growing importance as a UK institutional investor
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AnalysisEuropean disappointment as US strife shows up in manager CA100+ exits
Repercussions for mandates may be limited but beware any European asset manager thinking about treading the same path
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AnalysisBank of England right to scrutinise the role of funded reinsurance
Prudential Regulation Authority calls for limited exposure to reinsurance
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Opinion PiecesViewpoint: Putting impact at the core of sustainable investment market stats
The question of whether sustainable investments actually make a difference was one of the reasons why Eurosif revised its methodology for its market studies
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AnalysisMansion House Compact: spotlight on L&G
L&G joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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AnalysisTPR to be lobbied after new fiduciary duty, climate report
it is crucial that TPR adds the report’s key messages to its official guidelines, says Maria Nazarova-Doyle
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Opinion PiecesViewpoint: Why profitability may be the greatest quality
Research shows that a company’s current profitability is a powerful predictor of its future cash flows
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AnalysisNBIM needs much longer-term strategy and better communication, academic finds
Nicolai Tangen praised for SWF’s transparency in releasing the internal report on its organisational culture
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Opinion PiecesViewpoint: Investor climate scenarios need to be probability-aware
Riccardo Rebonato, of EDHEC-Risk Climate Impact Institute, argues that climate scenarios need to come with probabilities if they are to be useful for investors
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News2024 to be the biggest year for UK pension de-risking
WTW expects the pension risk transfer market to reach £80bn in 2024
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AnalysisMansion House reforms: UK government should embrace long-term thinking to boost the economy
Other countries have been far better than the UK at creating long-term strategies that have been maintained way beyond the five-year or shorter electoral timescales on which UK politicians focus
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AnalysisEU capital markets face an uncertain future
The success of the European Union depends on developing its capital markets, but achieving integration faces political, cultural and technical challenges
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AnalysisThematic investing set to morph into impact investing
In the second article on a new survey, Vincent Mortier, Monica Defend and Amin Rajan argue that greater granularity in ESG investing is set to boost impact investing
