Latest analysis – Page 8
-
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
-
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
-
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
-
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
-
News2024 to be the biggest year for UK pension de-risking
WTW expects the pension risk transfer market to reach £80bn in 2024
-
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
-
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
-
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
-
AnalysisMansion House Compact: spotlight on Smart Pension
Smart Pension 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
-
NewsWhat does Thames Water’s valuation dip mean for UK pension funds?
Earlier this month USS cut the value of its investment in Thames Water from £956m to £364.4m
-
NewsWhat the EU’s new due diligence law means for investors
CS3D will affect investors in several ways even though they will not, at least initially, face due diligence requirements on financial assets
-
AnalysisMansion House Compact: spotlight on Mercer
Mercer 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
-
AnalysisDutch pension funds keep increasing interest rate hedges
Funds increasingly want to protect their funding ratios in the run-up to the pension transition and see an opportunity to lock in rates at current high levels
-
AnalysisLabour market evolution: the macro trend that investors cannot ignore
Macroeconomic factors can overwhelm micro ones for investors. The impact of COVID is a good example. But the short-term impact of COVID on labour markets can mask structural trends in the evolution of labour markets that have much more profound long-term impacts, according to a paper by PGIM
-
AnalysisHigh stakes as pension funds take on Tesla
A group of Nordic pension funds is tentatively standing up to Elon Musk’s electric car giant, in reaction to a labour dispute at Tesla in Sweden. The strike at the end of October by 130 Tesla workers affiliated with IF Metall led to a wave of sympathy strikes which spread to Norway, Denmark and Finland.
-
AnalysisSustainable finance: outlook and trends for 2024
Transition finance is expected to be one significant theme in 2024 as net-zero regulations come into force
-
AnalysisNet zero marks the second era of climate finance
Monica Defend, Vincent Mortier and Amin Rajan discuss progress and holdups on the global journey to net zero
-
Book ReviewBook review: The Financial Markets of Ancient Egypt – Risk and Return
“If men could learn from history, what lessons it might teach us. But passion and party blind our eyes.”
-
AnalysisGerman companies rethink occupational pension plans
German corporates reorganise their pension plans in a bid to win over talent, fight skilled workers shortage, and exploit opportunities for a flexible transition to retirement
-
AnalysisFCA did not consider UK pension funds concerns over listing regime
The Authority set out proposals to make UK listing regime ‘more accessible, effective, and competitive’
