Latest analysis – Page 10
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AnalysisInvestors look to isolate China from EM equity portfolios, says bfinance
Several of bfinance’s institutional clients are reportedly on the verge of cutting out China from their main emerging market equity exposure
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AnalysisSustainable agriculture is a growing necessity and institutional investors play a key role
Investment manager PGIM stated in a research note in May: “From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose.”
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AnalysisUK pension industry reacts to government’s ambitious Mansion House Reform agenda
September saw the close of key pension reform consultations. Pamela Kokoszka and Liam Kennedy assess the proposals and some of the responses
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AnalysisLondon’s Lord Mayor Nicholas Lyons outlines his plan to raise £50bn from pension funds for UK growth assets
The road to hell is paved with good intentions. This aphorism can perhaps well describe the current state of the UK’s investment ecosystem. Despite Europe’s largest pension market at £2.5trn (€2.9trn), the UK economy has been starved of risk capital through a series of legislative and regulatory decisions.
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AnalysisAnalysis: Industry calls for regulation focus for trustees to drive economic growth
It’s important to recognise the difference in the role of DB and DC scheme trustees, says Isio
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AnalysisAnalysis: Is consolidation for UK small pension pots too complex?
The proposed creation of a public sector consolidator could open up de-risking opportunities for smaller schemes, says Broadstone
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AnalysisAnalysis: Encouraging DB schemes to take more investment risk
With the call for evidence closing today, consultants shared what needs to be done to encourage DB schemes to take on more investment risk
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AnalysisAnalysis: Can UK plan sponsors benefit from Mansion House reforms’ surpluses?
Consultants share mixed views on whether pension fund sponsors could benefit from surpluses
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AnalysisAnalysis: UBS/Credit Suisse pension funds merger
To protect beneficiaries of both pension schemes, a precondition for the merger is that the pension funds have at least in principle an ‘equal’ funding ratio
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Opinion PiecesPrivate assets still a priority for pension fund investors
Investor sentiment towards private markets continues to be positive, despite the continuing challenges of higher interest rates and ongoing macroeconomic uncertainty.
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FeaturesFossil fuel divestment is back in fashion
More and more asset owners are exiting oil and gas. Sophie Robinson-Tillett speaks to some about why, and how, they’re selling out of the sector
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AnalysisAnalysis: DB Funding Code reforms
The relevance of the Code has been called into question given the improved funding position of UK DB schemes
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AnalysisAnalysis: Greenwashing risk in sovereign green bonds
‘The political cycle drives much higher volatility for sovereign green bonds than corporate ones when it comes to climate credibility,’ says Ulf Erlandsson
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AnalysisAnalysis: The law and ESG: there are bright spots for asset owners as well as dark ones
A long list of legal interventions in sustainable finance over the past 18 months has been making investors increasingly jittery
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AnalysisAnalysis: Disagreements abound over pension funds’ climate scenario models
USS wants more ‘useful’ ways of assessing climate pathways, while experts at UK pension regulator tell funds to challenge consultants on current results
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AnalysisAnalysis: Refreshed Solvency II reform aims to boost green transition
Insurance companies should draw up plans to address the risks caused by the transition to a climate neutral economy
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AnalysisAnalysis: Will German government backtrack on public fund for third pillar pensions?
Stakeholders proposing reforms show little appetite for plan laid out by coalition partners
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FeaturesUK venture capital: spinning out for success
Academic research produces excellent technology and medical firms, but the funding is not always available to take things further
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AnalysisAnalysis: Pension funds need flexible mind to invest in circular economy
Pension funds must remove barriers and relax financial and accounting requirements to allow for circular investments, according to investors and investee companies
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AnalysisAnalysis: German states realign €30bn pension fund assets to stricter ESG standards
Four German states have recently revised their sustainable investment strategies, sticking to stricter ESG rules
