1/12/2022 Retirement Pension Funds Letter 16 - Contemplating the unknowns, respon... December, the month where festive end-of-year preparations and celebrations shift into top gear, just as commentators become busy reflecting on the past...
2/12/2021 Retirement Pension Funds Letter 13 - A defining moment for pension fund... When we reflect back on 2021 in years to come, will we see it as a turning point leading to fundamental change in the way we live, a missed opportunity,...
3/12/2020 Retirement Pension Funds Letter 10 - Resilience is all Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy.
2/12/2020 Retirement Creating resilient pension portfolios post Covid-19 Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.
3/12/2019 Retirement Quantitative easing: the end of the road for pension investo... Has central banks’ Quantitative Easing (QE) been a blessing or a curse for investors?
21/01/2019 Retirement Pension Funds Letter 6 - Embracing the full potential of ESG... Embracing the full potential of ESG investing
4/12/2018 Retirement Rocky Road for the European Union: Pension Plans' Response Cyclical recovery or secular healing? That’s the big question behind the European Union’s economic bounce after its ‘lost decade’: the toughest period...
1/03/2018 Retirement Pension Funds Letter 4 - The end of “easy money”: at the daw... Just after the recent market corrections and volatility spikes, important debates are arising again. The stress observed lately in the markets clearly...