Latest from IPE Magazine – Page 100
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InterviewsHow we run our money: PPF - Defending UK pensions
Barry Kenneth, CIO of the UK’s Pension Protection Fund (PPF), tells Carlo Svaluto Moreolo about managing the fund’s portfolio during the COVID-19 outbreak
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FeaturesStewardship: AGM season in crisis mode
At least in some ways, this year’s proxy season – the period when most large publicly traded companies hold their annual general meetings (AGMs) – has been shaped by the outbreak of the coronavirus, which hit Europe just a few weeks before the season kicked off.
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FeaturesAhead of the curve: Value investing – bruised, but not broken
The COVID-19-induced market crash of 2020 has battered investors, and in particular the fans of value investing. In the first quarter, value lagged growth by nearly 14% in the US and 13% globally, exceeding quarterly shortfalls at the trough of the global financial crisis. These losses are second-worst among all quarterly outcomes in over four decades, eclipsed only by the runaway tech bubble in the fourth quarter of 1999, as growth soared and value stalled.
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InterviewsOn the record: APG - A rethink is needed
Thijs Knaap, senior strategist at APG, says the pandemic means that investment strategies need to be reconsidered
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Special ReportChris Sier: Focus on costs and undiagnosed risks
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Opinion PiecesLetter from US: Investors and savers hold steady in the face of the pandemic
During the first months of the COVID-19 pandemic, many investors stayed the course and did not make drastic changes to their asset allocations or to their saving rates. That is according to the first quarter 2020 retirement analysis by Fidelity Investments of more than 30m 401(k), Individual Retirement Account (IRA) and 403(b) retirement accounts in the US. Data updated to 17 April confirm the trends.
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InterviewsStrategically speaking: Dimensional Fund Advisors
“Implementing the great ideas in finance for clients” is the stated mantra of Dimensional Fund Advisors’ founder and executive chairman David Booth. But at times of market stress and volatility, such as this year and in March in particular, even the most sophisticated and long-term-focused investors can question the validity of great ideas.
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Features
Accounting Matters: Will IFRS 9 cause a new crisis?
The global financial crisis of 2008-09 was fertile ground for the International Accounting Standards Board (IASB) and the US Financial Accounting Standards Board (FASB). Suddenly everyone was talking about flawed accounting. Globalisation was king, bigger was better, and politicians were keen to assuage public anger that banks which seemed were healthy were in fact insolvent.
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AnalysisPerspective: Funds embrace diversity
Some US pension funds have been leaders in diversity and inclusion. Are others catching up?
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Opinion PiecesGuest Viewpoint: Hilde Blomme & Jona Basha
Resolving the ‘alphabet soup’ of corporate reporting framework
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FeaturesAlecta: A tale of simplicity
At a time when defined benefit funds are under pressure globally, one Swedish fund offers a model of simplicity
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FeaturesFixed income, rates, currencies: Unprecedented times
According to a Wall Street Journal blog, the word “unprecedented” was used in 395 of the publication’s articles in the past three months. Also popular were massive, enormous, staggering and eye-popping
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FeaturesIPE Quest Expectations Indicator June 2020
In the EU, statistics for both contagion and death by COVID-19 are still diminishing. Relaxing restrictions typically causes a short recurrence. The UK and Sweden are behind the curve.
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Special ReportAmin Rajan: Time to move clients to the top of the food chain
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Special ReportTanguy van de Werve: No room for complacency ahead of an immense task
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Special ReportAlex Birkin: Expect new operating models
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Special ReportAlastair Sewell: Opportunity to demonstrate value in the face of volatility
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Special ReportSarah Williamson: Prioritising a problem-solving mindset will pay off
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
