All articles by Carlo Svaluto Moreolo – Page 16
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FeaturesInvesting is not a zero-sum game
The rampant bull market of the past decade could already be a thing of the past and institutional investors are understandably nervous about the future
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Special ReportInvestor perspectives: Playing the long game
At an uncertain time for equity markets, European investors discuss their strategies
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FeaturesBriefing: Collateral challenges
Rising interest rates put collateral management strategies to the test
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Interviews
On the Record: Adapting to change
As the equity markets begin 2019 in worse shape than last year, we asked three European pension funds how they conceive and execute their equity strategy, in order protect the portfolio
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News
IPE Conference: Experts call for technological innovation in pensions
Pension funds should explore how new technologies such as artificial intelligence, virtual reality and blockchain could improve pension provisions
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Special ReportPerspectives: Rising rates pose questions
The anticipated rise in interest rates urges pension funds to review their liability-management strategies
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FeaturesInterest rates are not a one-sided risk
Pension funds should always act as long-term investors whenever possible
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Interviews
On the Record: The question of hedging
We asked two European pension funds how they hedge against interest rate risk, as the probability that interest rates will rise over the few next years grows
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InterviewsHow we run our money: Första AP-fonden (AP1)
Mikael Angberg, CIO of Första AP-fonden (AP1), one of Sweden’s buffer funds, outlines the fund’s investment philosophy to Carlo Svaluto Moreolo
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News
Italian funds team up to invest in alternatives
Eight industry-wide schemes are pooling resources in an innovative approach to illiquid assets
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Interviews
On the Record: Manager Due Diligence
The suspension of a GAM fund manager has revived the discussion about due diligence. We asked three pension funds how they deal with it
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FeaturesThe real problem with Italy’s budget
Italy’s budget is not the hallmark of modern economic policy. It is a toxic mixture of measures
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Special Report
Do asset managers have what it takes?
Integration is high on the agenda for most asset managers. What does it take to build truly sustainable portfolios?
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Interviews
Strategically speaking: Allianz Global Investors
The debates over the failures of active managers and parallel growth of passive investment often neglect two important facts
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AnalysisAnalysis: European Commission rejects Italian budget plan
Italy’s government is intent on keeping its budget promises after the European Commission rejected its draft plan, writes Carlo Svaluto Moreolo
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NewsCancelling 2011 reform ‘could cost Italy €8bn’: reports
Last week’s budget confirmed Italian government’s plan to roll back the Fornero reforms
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InterviewsHow we run our money: Kåpan Pensioner
Marie Giertz, CIO of Kåpan Pensioner, the pension fund for Swedish government employees, tells Carlo Svaluto Moreolo about the fund’s strategy and ongoing projects
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FeaturesWaiting for the next downturn
The current global economic expansion continues more-or-less unabated but the potential causes of the next downturn seem clear
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Interviews
On the Record: Small Caps
We asked the senior managers of two European pension funds to describe how they invest in small-cap equities and what are the challenges and opportunities in this asset class
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News
Italian railways scheme launches search for private debt managers
Eurofer to invest €25m as Italian schemes’ appetite for alternatives grows
