All IPE articles in February 2024 (Magazine)
View all stories from this issue.
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InterviewsSystematic trading for long-term investors
Man Group, the investment management company listed on the London Stock Exchange since 1994, was founded in the City of London in 1783 by James Man as a sugar brokerage firm.
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Special ReportRisk transfer special report: Pension liabilities shift to insurers
New players are waiting to enter the UK pension risk transfer market but this will depend on how accommodating Solvency UK will be
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AnalysisThematic investing set to morph into impact investing
In the second article on a new survey, Vincent Mortier, Monica Defend and Amin Rajan argue that greater granularity in ESG investing is set to boost impact investing
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FeaturesRefining how factors impact investment returns
Investment management has undergone a significant transformation with the introduction of environmental, social and governance (ESG) investing. It emphasises a more holistic approach that goes beyond financial returns to assess long-term sustainability.
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Opinion PiecesUK equities: stop tinkering and focus on the long term
As the UK heads for a general election this year, both major parties (Labour and Conservative) will be proclaiming their solutions to the UK’s perennial problems of chronically low levels of investment, a dearth of new innovative companies and disappointing growth.
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Asset Class ReportsUK equities fail to regain their shine
UK pension funds are abandoning domestic equities, and the country’s global weighting in indices has also declined significantly
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InterviewsPension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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Country ReportISIF: Impact investment fund with a difference
The Ireland Strategic Investment Fund’s focus is on driving the sustainable development of the Irish economy
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Country ReportViewpoint: Irish pension trustees must heed employer covenant
Sponsors can do more to secure DB member benefits
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FeaturesConflict and elections set to dominate the investor landscape
Middle Eastern tensions are running high, with violence flaring up across the wider region. Combined with the ongoing attritional destruction in Ukraine, this is impacting world trade, and it seems certain that international conflict will continue to be a source of great concern in 2024.
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Opinion PiecesEurope (still) needs pension capital
The pressure on pension funds to invest in domestic assets never fades. Certain countries, notably in Northern Europe, have dealt with it better, for historical and cultural reasons.
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AnalysisEU capital markets face an uncertain future
The success of the European Union depends on developing its capital markets, but achieving integration faces political, cultural and technical challenges
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FeaturesMiFID II reforms: Bye bye unbundling?
A key part of the 2018 MiFID II package, the requirement to unbundle research from execution costs shook up the European asset management industry and changed the relationship between investment managers and their clients.
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AnalysisMansion House reforms: UK government should embrace long-term thinking to boost the economy
Other countries have been far better than the UK at creating long-term strategies that have been maintained way beyond the five-year or shorter electoral timescales on which UK politicians focus
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Opinion PiecesCross-border pensions: a better taxation model
When members of the European Union accession generation from central and eastern European (CEE) countries were young they used to dream of visiting Santa Claus in Lapland. As travel abroad was not permitted and communications were not developed, they wrote letters and waited impatiently for their presents to arrive.
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Opinion PiecesAustralian funds jostle for slice of energy transition market
Australia’s largest integrated power generator and energy retailer, Origin, lost out on becoming a cornerstone investment in the US$15bn (€13.7bn) Brookfield Global Transition Fund after a failed A$20bn (€12.2bn) attempt by a Brookfield-led consortium to take over Origin last year.
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InterviewsAlpha at the core: CERN pension fund's investment approach
Elena Manola-Bonthond, CIO of the CERN Pension Fund, talks to Carlo Svaluto Moreolo about the fund’s approach to investing in private markets and the years ahead
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Special ReportAllianzGI partners with DBR to offer pension risk transfer
A new joint venture allows corporates to offload pension obligations to an innovative corporate structure
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Opinion PiecesOpponents of Dutch pension reform can’t agree
The Dutch parliamentary elections of 22 November not only resulted in a historic victory for Geert Wilders. The record loss of the governing coalition also meant the new Pension Act no longer has majority support in parliament.
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Country ReportIreland country report 2024: A no-nonsense consolidation approach
Ireland’s bid to reduce the number of single-member DC pension funds is succeeding but is not without teething troubles
