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Hermes chief calls for mandate overhaul
Pension funds should demand an overhaul in the product offerings of funds managers and change the terms of mandates to incorporate environmental, social and governance issues in portfolios, according to Colin Melvin, chief executive of Hermes Equity Ownership Services, who pointed to a number of funds in the UK, including the owner of Hermes, BT
China’s Funds Future
China’s rapidly growing managed funds sector presents tremendous opportunities for domestic and international investors. As the industry changes in response to a variety of macro trends, fund managers face a number of challenges accessing this lucrative market. Understanding the evolving fund management landscape will be critical to their future success. CLICK HERE TO DOWNLOAD THE
At COP28, financial sector innovation bolsters headlines
COP28 in Dubai had all the ingredients for both decisive action and controversy, given the UAE’s status as a significant fossil fuel producer. But importantly for this sector there was also financial innovation on display. FCLTGlobal’s Olivier Lebleu highlights some of the fund managers showing ingenuity at COP28.
Growth in China wind and solar energy to slow
China’s 12th Five Year Plan sets out ambitious goals for de-carbonizing China’s electricity supply. The plan emphasises a large-scale expansion of renewable and low-carbon electricity energy sources.
Are state public pensions sustainable?
Assuming future state contributions fund the full present value of new benefits, many US state systems will run out of money in 10-20 years. This paper argues the expected shortfalls raise the possibility that the federal government will be faced with a decision whether to bail out states driven to insolvency by their pension programs.
Recession is a lot more likely than markets are expecting
A slight moderation in inflation statistics, and a rising belief that growth is more durable than expected, has lulled markets into a false sense of security, according to senior portfolio strategist Phil Dobrin at American investment management firm Bridgewater Associates. Markets are now changing their prices and discounting a future that is at odds with
America, China and Donald Trump
As trade wars between the US and China dominate financial markets, Princeton historian Stephen Kotkin has assured pension funds that the world order that has been in place since World War II remains intact.
MN: A new private debt allocation that integrates ESG
Fixed income at fiduciary manager MN will now include private debt. Markus Schaen explains the challenges of building out the portfolio alongside MN’s client funds’ strict ESG priorities. He also explains how for some ESG-conscious investors ESG integration and impact is more important than outperformance.
Next Chinese miracle to be consumption
As the political war of words rages about the value of the Chinese RMB, Asian investors are taking note of a big shift in direction for the policy-driven Chinese sharemarket.
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