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Brave new world: the 300 Club’s Stefan Dunatov and Saker Nusseibeh

Brave new world: the 300 Club’s Stefan Dunatov and Saker Nusseibeh

The 300 Club was launched in 2011 to challenge conventional thinking on investing. Founder Saker Nusseibeh and current chairman Stefan Dunatov, sat down with Sebastian Cheek for a frank discussion on the future of the think-tank as an influential force for good among the wider investment community.

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The April issue

The April issue

'I'm starting with the man in the mirror'

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News

‘Gilts plus’ valuation unhelpful in low yield market – survey

‘Gilts plus’ valuation unhelpful in low yield market – survey

More than half of pension professionals believe that the ‘gilts plus’ method of valuing retirement schemes is “unhelpful” in the current low government debt yield environment, Aon Hewitt has discovered.

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College of Law’s £28m Aviva buy-in

College of Law’s £28m Aviva buy-in

The College of Law Pension & Assurance Scheme has completed a £28m buy-in with Aviva.

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Pension schemes warned over explosion in private credit

Pension schemes warned over explosion in private credit

UK pension funds are at risk from a proliferation of new players entering the private credit space and “aggressively” bidding up asset prices, according to PGIM Fixed Income.

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FTSE DC schemes increase diversification

FTSE DC schemes increase diversification

Equities are continuing to fall out of fashion with FTSE defined contribution (DC) pension fund managers, who are putting more of their cash to work in bonds, credit and alternative assets.

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Features

Opinion

How investor action helps cut CO2 emissions

How investor action helps cut CO2 emissions

By Rick Stathers and Tom Crocker

The Paris climate change agreement came into force last month and has now been written into law by governments in 116 countries worldwide, from Sweden to Swaziland[1]. However, if we are to keep global temperature rises below 2 degrees as per the main goal of the agreement, then the actions of governments must form only part of the story. The private sector – both investors and companies – is also crucial, perhaps even more so than the public sector.

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Automatic for the people

Automatic for the people

By Niels Jensen

Mark Carney’s comments last week that the technological revolution will ‘mercilessly destroy jobs and livelihoods’ is contrary to certain logic. Greater automation in the UK and other developed markets is the answer to greater productivity and so to GDP growth. To that end, expect companies operating in and around technology and robotics to grow their share of the equity markets in years to come.

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Falling rate of mortality improvement: just a blip?

Falling rate of mortality improvement: just a blip?

The chart above shows annual male mortality rates in England and Wales by calendar year. The mortality rates have been standardised by reference to the 2013 European Standard Population (limited to ages 50 to 89). So, even though the population of England and Wales is increasing in size and ageing, the mortality rates in the above chart in different years are comparable.

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The alternative investment menu post-Trump

The alternative investment menu post-Trump

By Patrick Thomson

As scarce returns from mainstream assets continue to frustrate pension funds, their attention is shifting to alternative investing. To combat low growth and volatility in public markets, many will increase their exposure to these less liquid assets in the next year. The reflation sentiment accelerated by the Trump US presidential election victory should support this trend, at least in part. It is worth taking a step back to consider the rationale for pension investors adding alternatives and then looking at a few particular sectors of interest for 2017.

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Do portfolio screens affect your bond portfolio’s performance?

Do portfolio screens affect your bond portfolio’s performance?

By Joshua Kendall

Many investors screen sectors or companies out of their portfolios. This might be driven by an organisation’s charter, regulatory requirements, reputational concerns, or the view that some activities are unethical.

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