Homogenous behaviour imperils markets

Our group has often made the case that investment
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La Caisse’s oil exit pays off as renewables portfolio pulls ahead of fossil fuels

La Caisse’s oil exit pays off as renewables portfolio pulls ahead of fossil fuels

Divesting from the oil sector has been a boon for La Caisse’s performance, as the Canadian pension giant says its energy investments have earned billions in value-add compared to the benchmark since the inception of its climate strategy. Head of sustainability Bertrand Millot unpacks the fund’s approach in an interview with Top1000funds.com.

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When multi-asset makes sense

Core multi-asset strategies provide access to a collection of market betas without a heavy governance burden. Idiosyncratic multi-asset strategies introduce a variety of return drivers into a portfolio. Mercer takes a look at the costs of each of these subcategories and when they’re justified.

Top-heavy populations imperil pensions

In the near future, age demographics may very well reach a critical tipping point as dwindling numbers of Millennials and other younger generations become inadequate to support the large cohort of retiring Baby Boomers – and economic growth won’t fix the problem, a UK pension expert has said.

FRR won’t add risk, ending trend

The $41 billion French pension reserve fund had upped the return-seeking proportion of its portfolio every year since 2010 but inflation fears and expensive equities have halted the streak.

China’s enticing, challenging market

Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.

Protecting human capital helps everyone

Investors have plenty to gain from helping to protect human rights in supply chains and managing the human costs during technological disruption and the transition to a low-carbon economy.

Taiwan epicentre of geopolitical risk

The China-US trade war is the latest development in a tense relationship that threatens to bubble over into war over Taiwan, “incinerating” portfolios, Stephen Kotkin said.

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