Panfilo Tarantelli

With our upcoming live webinar this Thursday, I’ve recorded a 3-minute clip introducing the topic “Going into a significant national election, should we consider investment risk like Argentinians or British?” Looking forward to this presentation and answering your questions in our Q&A session. You can register here for the 25 April 10 am session ➡️ https://lnkd.in/g9yru_Se Rezco #rezco #webinar #SAelections #investing #riskmanagement

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Excited to officially launch The People's Pension's Responsible Investment Policy today! Designed to deliver better member outcomes, we have strengthened our expectations of our fund managers especially around delivering a robust stewardship programme. As highlighted by our Chief Investment Officer Dan Mikulskis in a recent article, “asset owners matter”.  As providers of capital, we have a pivotal responsibility to drive improvements in the stewardship proposition provided by the financial services industry.  Here are some noteworthy elements of our Responsible Investment Policy which drive this point home: 1.    Having a universal owner mentality – we are a well-diversified investor, and expect our fund managers to allocate their stewardship resources with that mentality in mind. This means:        Quality over quantity in terms of company engagement activities – we expect our fund managers to take a targeted approach as outlined in our Policy, routed in a robust theory of change to deliver maximum impact. As part of this, we expect fund managers to participate in collaborative initiatives such as CA100+, Nature Action 100 in order to increase influence as well as efficiencies in how we signal our expectations to companies.  ·       A focus on industry and policy engagement, especially to address systemic risks such as climate change and nature.  Creating a more sustainable financial system should be core to their stewardship approach. 2.    Taking a stakeholder approach to engaging with companies – we expect our fund managers to hold companies accountable for taking wider stakeholders into account, as we believe this will create better member outcomes 3.    Investment in the stewardship function – as a minimum requirement, we expect new fund managers to demonstrate a suitable commitment to above average stewardship resourcing relative to their peers.  4.    Net zero commitment – we expect fund managers to demonstrate a net zero commitment, not only in terms of target setting but also in terms of voting escalation activities (equity mandates).  We expect them to align their voting activities to our net zero voting guidelines, which include escalation on issues such as capital expenditure, lobbying activities, financial statements and deforestation. 5. Demonstrate year on year improvements to their strategy-level stewardship reporting. We see no reason why fund managers cannot move towards providing company-level engagement data to their client base in a private setting, showing milestones, progress against them and where possible evidence of real world impact. The technology is now available to provide this level of service to asset owners clients, and therefore we will look to see demonstrable progress in this area moving forward. We look forward to engaging with fund managers on these important issues moving forward and to drive industry best practice on stewardship.  People's Partnership

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Our monthly CPD accredited investment article explains why fixed income is once again eliciting interest from investors #bonds #fixedincome #CPD

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Read our latest UK prime property update – from market trends to expert insights. Could now be an appropriate time to review your property plans? #BarclaysPrivateBank #UKproperty #RealEstate #PrimeResidential

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Hear about Utilico Emerging Markets Trust in 60 seconds - thanks to Edison Group and Mel Jenner for sharing this summary. #investmenttrusts #utilities #infrastructure #emergingmarkets

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I'm pleased we've launched our latest Alexa Capital report "Investing in the Energy Storage Revolution" offering a deep dive into this fast-growing sector. We've leveraged our insights from active private capital raising and M&A to help public markets investors understand dynamics. A few quick highlights: - The report analyses how by stacking storage revenue streams, investors can optimise profitability and mitigate risks associated with market fluctuations - We also explore how growth in this market has been driven by technology advances, decreasing costs and robust policy support, and a perspective on the future outlook - We also provide an analysis of upstream and midstream value chain elements (incl. minerals extraction, processing, manufacturing and assembly), and downstream activities such as recycling and repurposing. Battery storage continues to be a critical building block of the energy transition, where Alexa Capital deploys industry insights and experience to mobilise capital solutions. #EnergyStorage #EnergyTransition #AlexaCapital #EnergyStorage #EnergyInnovation #CleanEnergy #Cleantech #ResearchReport #PublicMarkets #AlexaCapital

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For professional investors only. Capital at risk. Emerging market debt has been challenged over the last five or so years, but one bright spot may be emerging market corporate bonds. Fixed Income Portfolio Manager Schuyler Reece, CFA shares with Paul Skinner his outlook on the asset class, and how strong and improving fundamentals are leading to increased demand from global investors. But is the US election result a risk to watch? Learn more: https://lnkd.in/gfVC_TPx

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Our just-released survey of 100 UK asset owners* explores views on the current opportunity in fixed income markets, the value of active management, preferred credit sectors for the year ahead, and the growing role of emerging market debt. For the full survey see: https://lnkd.in/eDX2h9br For professional investors only. *Views of 100 UK based institutional fixed income professionals, canvassed during February and March 2024. #CapitalGroup #FixedIncome #Investing #Bonds

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Would you have a 🦁 as a pet? We do not see current concentration of stock market index weights and their recent returns as *necessarily* dangerous for investors, but only in the same way as keeping a lion as a house pet is not *necessarily* dangerous. It is certainly not normal, and the risk of a nasty accident is elevated. Latest monthly note linked below 👇🏼 #globalequities #valueinvesting #sustainableinvesting

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A great flow chart from the UK Investment Association for those who want to understand which fund share class to select as 'primary'. In contrast to how some data providers default to the oldest, legacy share class, it seems very clear that one should perhaps choose a share class that is 'unbundled', and 'freely available to all investors... '. For the Marlborough Multi Cap Income Fund, this is the 'P' share class! This also covers c.99% of all fund units in issue so most representative of the returns delivered to the wider investor base.

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{Prof Invest Only} With the Mag 7’s dominance easing, and stock valuations widely spread, value investing could be primed to outperform according to Harris Associates. Find out more https://bit.ly/4bRE7e3 #MarketingCommunication | Capital at risk

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Being specific helps. In this article, Daniel and I explore the trend of Green Bond issuers offering great pre-issuance clarity around use of proceeds. An actual project rather than a menu of options. #sustainablefinance NatWest Commercial and Institutional #greenbonds

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What UK sector has outperformed the Nasdaq over 1 & 3 years? The answer might surprise you when you listen to James Klempster Liontrust Asset Management PLC weekly video, as well as the answer there’s a reminder of Warren Buffet’s wise words “Price is what you pay Value is what you get!”

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Short and to the point: Spend 5' to learn about GAMA's 2 funds and their investment services. Strong team and a very convincing investment process. True value add in fixed income!

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Generally speaking, in US markets Mid Cap companies have a stock market capitalisation of $ 2 bn to $ 10bn. The quality mid-cap investment universe is rich with possibilities, offering the potential for portfolio diversification. ➡️ Join Baris Pinar, Head of Global Excellence Equities at Julius Baer, as he shares more about untapped opportunities in the quality mid-cap space in this video. #MarketInsights

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Watch our latest video celebrating 10 years of providing Buy and Maintain strategies for our clients: https://lnkd.in/eAUgjfUd Past performance is not a guide to the future. For professional investors only. Capital at risk.

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Diagonal Investing part VIII - French Malaise and onze opportunities Has the recent French political situation and poor stockmarket performance created an opportunity? At least it is worth thinking about and 20 minutes of your time to read this note, where I have chosen eleven names (thinking of the French elimination and Gareth Southgate today) to play for France. #Equities #Valueinvesting #France

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