Strong partnerships and brown M&M’s
In the debut of this new regular series, we examine the relationships that evolved as Textron’s pension fund and Palisade Capital Management developed a new bespoke investment strategy.
All the elements of a difficult year
Some trends have the potential to pack the impact of a force of nature in markets in 2019. Mercer takes a look at threats and opportunities from choppy waters of the late cycle, headwinds in market participation, geopolitical tremors, and the unstoppable force of sustainability.
Top five topics for investors in 2019
It’s a VUCA world (volatile, uncertain, complex and ambiguous). In such times, it’s especially important for investors to have guiding principles. The Thinking Ahead Group provides a handful of key themes to manage in the year ahead.
Coal bucks trend with focus on income
The £21 billion Coal Pension Trustees is targeting income and shoring up cash flows. CIO Mark Walker has a new bond portfolio in the works and is examining private debt and property closely. He’s also targeting onshore equities in China.
CERN risk appetite keeps assets liquid
The CHf4 billion CERN pension fund maintains a dynamic, tactical strategy that takes into account the market environment and the fund’s liabilities. Once risk levels are set, CIO Elena Manola-Bonthond tweaks and adjusts to stay on target, employing strict due diligence in areas such as private equity and hedge funds.
Water makes mark in investors’ minds
Investors are taking steps to measure water risk in their portfolios and engage with companies to promote responsible stewardship.
