Weidmann waves the hawkish white flag, Digital euro will bring innovation opportunities, and more
THE WEEKEND REVIEW Latest opinion and analysis from OMFIF around the world
18-22 October 2021, Vol.12 Ed.42
Most-Read Commentary
Weidmann waves the hawkish white flag: Germany’s difficult coalition-building process has gained fresh complexity following the announcement of Jens Weidmann’s resignation. The departure of the Bundesbank president, coinciding with the departure from office of...
Active ownership needed to tackle climate and biodiversity risks
Friday 10 September 2021 – Vol.12 Ed.36.5
Commentary: Transparency and disclosures only first step in climate change battle
By Kate Fowler in London
The sustainable finance disclosures regulation is a key initiative emerging from the EU’s 2018 action plan on sustainable finance. Active ownership will be a crucial instrument for investors to deliver the real economy impacts we need to see. SFDR is an important piece of the sustainable...
Monetary policy skirmishing continues ahead of ECB meeting
Thursday 9 September 2021 – Vol.12 Ed.36.4
Commentary: New round in ECB Kriegsspiel over bond-buying
By David Marsh in London
The ECB governing council faces an important test of cohesion over scaling back fourth-quarter government bond-buying under its 70%-completed €1.85tn pandemic emergency purchase programme. The 9 September meeting of the 25-strong group heralds a fresh stage in a psychological battle between the minority favouring a...
Monetary policy must consider climate risks, Outlook for money market funds
Wednesday 8 September 2021 – Vol.12 Ed.36.3
Commentary: Time for central banks to stop dithering over climate change
By Urjit Patel in New Delhi
Economic activity, of practically any and every kind, is strongly integrated with greenhouse gas emissions. But decades after climate change became important in public discourse, climate considerations seem to be ignored in monetary policy ‘reaction functions’ of central...
The rise of shareholder influence in active ownership strategies
Wednesday 25 August 2021 – Vol.12 Ed.34.3
Commentary: Shareholder influence is changing active ownership
By Stephen Gilmore in Auckland
OMFIF’s Global Public Investor 2021 survey found that pension funds are leading the way on ESG integration, exclusions and active ownership strategies. Stephen Gilmore, chief investment officer of the New Zealand Super Fund, explains how their approach to active ownership varies by asset class, making...