Amplify Issue 13: Keith Skeoch: A new returns era

by | Oct 18, 2022 | Newsletters

Market veterans Keith Skeoch and Robert Kyprianou offer insight on the changing returns environment and liability-driven investments. Elsewhere, we examine the funds reaching their third birthdays, analyse the UK’s answer to SFDR, and hear from the editor of Citywire France on what’s keeping investors occupied.

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Keith Skeoch: A new returns era LDI defence / 3yr old funds
Citywire Amplify - asset management uncovered

Is asset management the new media whipping boy? LDIs, ESG… There’s no shortage of challenges. Citywire Amplify wants to provide some clarity. This week, you will find insight, explainers and advice on how to navigate these turbulent times.


This newsletter draws on a deep well of experience. In an exclusive piece, former Standard Life Aberdeen CEO Keith Skeoch draws on his 40+ years in markets to explain the new global returns environment.

And his fellow former fund boss Robert Kyprianou explains what went wrong with LDI strategies. As someone who once proposed them, he has first-hand experience.

Plus, the UK regulator explains how its new ESG taxonomy, SDR, will differ from the European regime that has driven so much product strategy.

Staying ahead of the curve, we highlight top-performing funds about to hit their three-year track record (hello, selectors).

And don’t miss our very own French dispatch! Writing from Paris, Jérémie Gatignol reports on a ‘tidal wave’ of products investing in unlisted companies.

Grab a coffee and enjoy!


Will RobinsCitywire Amplify

Get in touch:
wrobins@citywire.co.uk 

Or join the conversation on LinkedIn

MARKETS
Keith Skeoch: A radical change in returns is under way

Investments with a strong balance sheet, cashflows that are insensitive to interest rates and a strong management team look to be the best place to ride out the storm, says industry veteran.

Read
LDI QUESTION
Blame policymakers, not LDIs, for the current crisis

Robert Kyprianou, who proposed LDI strategies during his fund management career, says it is right to review governance and leverage, but markets remain unconvinced UK policymakers are competent.

Read
YOUNG PRETENDERS
Six funds poised to make a sales splash

Top-performing funds can shake up the status quo when they hit three years old. Frank Talbot picks his ones to watch each month.

Read
INDUSTRY NEWS
Schroders’ private equity party lands in Italy

Three news stories from the European funds scene, including a deal to give Fundsmith distribution services across the continent.

Read
ESG REGULATION
FCA: Mind your language and provide evidence

The UK’s financial regulator has greenwashers and buzzword jockeys in its crosshairs.

Read
A VIEW FROM FRANCE
French distribution: Advisors say ‘non’ to sustainability rules

The editor of Citywire France tells us what’s on the minds of the country’s asset and wealth managers as he reports from the Patrimonia convention in Lyon.

Read
How Natixis is bringing underprivileged schoolkids into the industry 

Natixis Investment Managers’ head of diversity, Charlene Sagoe, tells Amplify about the group’s scholarship programme.

Read

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