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Industry Voice: A TURBULENT 2020 SHOWS THE IMPORTANCE OF STAKEHOLDER CAPITALISM Kempen Outlook 2021
As part of our investment activities, Kempen has spent many years actively encouraging the companies we invest in to focus on creating long-term value for all of their stakeholders – not just shareholders. We call this the Real Active. The ongoing pandemic has put our concept of ‘the Real Active’ to the test. It has seen Kempen ask firms to cancel dividends and collaborate on important issues such as access to medicine and protecting labour standards in the clothing industry. As long-term shareholders, we believe that a cautious approach in the short term can lead to the creation of even more shareholder value in the long term.
Industry Voice: A radical agenda for economic transformation
28/10/2020 - Photo: Hans Stegeman, Chief Investment Strategist at Triodos Investment Management
Partner Insight: Will ESG unlock investment alpha?
BlueBay’s My-Linh Ngo, Head of ESG Investment, and Lucy Byrne, Senior ESG Analyst, on how fixed income ESG might improve investment decisions
Partner Content Video: Climate Investing Masterclass
You have the power to change the world
Partner Insight: Can fixed income 'black swans' be risk managed?
We asked RLAM’s Jonathan Platt how his team copes with left-field risks and ever-shorter business model shelf lives
Partner Insight: China's innovation push - three defining themes
Historically viewed as an imitator, China is leading the next wave of global innovation and investment opportunity, as the Fidelity team explain
Partner Insight: Levelling up sales distribution with AI
Award-winning PureGroup explain how they are optimising the investment sales process through innovative technology
Partner Insight: How are low interest rates impacting homeowners, savers and retirees?
If last year, the biggest concern was rising interest rates, today interest rates are at their lowest level in history and the government is doing all it can to get the UK economy through the crisis. This means the outlook for inflation and interest rates has changed drastically from this time last year.
Partner Insight: How can we embed ESG into fixed income investing?
Bring ESG and credit teams closer but keep data granular say BlueBay’s My-Linh Ngo and Lucy Byrne
Partner Content: Why an 'active' approach to risk modelling is key to navigating markets today
Portfolio management tools and risk models are central to asset allocation. But it is no longer enough for asset management groups to simply be ‘model takers’. An active approach to manage constraints within a model is necessary to ensure success
Partner Insight: Taking a long-term approach to stock picking
Incisive Works recently attended a webinar hosted by Marcus Morris-Eyton, co-lead manager of Allianz Continental European Fund, to discuss their strategy throughout this period of unprecedented turmoil
Partner Insight: Exploring the new realities in fixed income
With debt rocketing, GDP damaged, and business models threatened, RLAM’s Jonathan Platt tells us what is driving his outlook
Partner Insight: Digging deep for recovery
Dr Niall O’Connor explains why he is looking beneath the surface of what may be a gradual economic rebound
Partner Content: What's the reality beyond 'peak' passive investing?
Market events have revived the argument of whether passive instruments could see their first real downturn in the coming year. But the reality may not be so clear
Partner Insight: Turbulent times - How defensive are you feeling?
Brooks Macdonald’s Dr Niall O’Connor explains his investment approach in what may prove a challenging recovery period
Partner Insight: Are you ready for the 'pension' mountain?
It is called ‘the pension mountain’ – the size of funds required by savers to afford a pension that keeps them in similar financial circumstances to their working life. And it is growing.
Partner Insight: Can ESG light the way to recovery?
The BlueBay team explain why the precise way ESG is integrated into fixed income is so critical
Partner Insight: Shifting retirement landscapes and the COVID-19 challenge
Since 2015, the retirement landscape has shifted with new government rules around pension freedoms allowing individuals more choice in how and when they access their retirement savings.
Partner Insight: What's your edge in this recovery?
Dr Niall O’Connor tells us what differentiates the Brooks Macdonald Defensive Capital Fund, which celebrated its 10th anniversary this year
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