Sometimes, you can trust a hunch
Whether you call it a ‘gut feeling’ or ‘expert intuition’, under the right circumstances and in the right investment environment, it can take you in the right direction.
Canada's HOOPP has officially adopted the total portfolio approach since the start of 2026. Unpacking the move, the fund's managing director and head of total portfolio group Jacky Lee writes that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
Whether you call it a ‘gut feeling’ or ‘expert intuition’, under the right circumstances and in the right investment environment, it can take you in the right direction.
Many developing nations are proving resilient in the face of market shocks, thanks in part to improvements to institutional domestic capital markets and more sophisticated legislative frameworks.
Low-volatility equity approaches have delivered for 10 years. As their popularity rises, Mercer looks at potential uses, causes for concern, and whether it's time to move in another direction.
LGPS funds have objectives aligned with many of the social issues that impact investing targets. This should make the trend popular within the scheme, once decision-makers are properly informed.
From the individual to the organisation to the industry as a whole, a belief that your objectives and your work have intrinsic value is essential to high performance and societal change.
Heightened awareness of the role of rain forests in global supply chains, and of the related risks, has led many large investors to join initiatives calling for an end to destruction of woodlands.
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