Latest from IPE Magazine – Page 102
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FeaturesIPE Quest Expectations Indicator - January 2021
US COVID-19 figures were rising rapidly at the time of writing. Western European figures were divided. Many showed a climbdown from the second wave but Germany, the UK and the Netherlands were faced with growing figures. Japan’s statistics were up, forming a third wave. In a few weeks, we will know how the deployed vaccines work in practice.
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Opinion PiecesResilience: how investors can secure it
Back in March 2020 as the extent of the coronavirus in western Europe was becoming clear, Risto Murto, president and CEO of the €49bn Finnish pension insurer Varma, called for the creation of “healthcare buffers” to mitigate the effects of future pandemics.
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Special Report2021 Investment Horizons: The QE endgame
An executive board member at Fonds de réserve pour les retraites (FRR), France’s €25bn pension reserve fund, charts a way to relieve the global debt burden
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Asset Class ReportsGlobal equities – The COVID-19 effect
The pandemic has clearly shaken up the equity markets but which trends are likely to persist in the long term?
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Country ReportDenmark's ATP: Accelerating diversity
ATP has written its own manual to boost diversity among its senior workforce
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FeaturesBriefing: Feast or famine
With the end of the COVID-19 pandemic still out of sight, any forecast of the size of economic damage it will inflict has to be viewed with caution. Yet there seems to be a consensus that default rates on leveraged loans will stay elevated throughout 2021 and beyond.
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Opinion PiecesJobs crisis threatens pension provision
Hopefully one of the few benefits of the COVID-19 crisis will be to show that the impact of an ageing population is exaggerated. There are other key elements informing the ability of a society to provide decent pensions by whatever means.
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Special Report2021 Investment Horizons: Prepare for era of high fiscal spending
Fiscal stimulus is likely to be a common feature in the coming decade and investors need to assess how it will affect the economies of different countries and regions
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Asset Class ReportsGlobal Equities – Social inequality concerns matter
The pandemic has revealed the short-term contradiction of companies taking from the public purse while continuing to pay or reinstating dividends. Investors are only just getting to grips with the long-term cost of social inequalities
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Country ReportIceland: A country unites around sustainable recovery
Iceland’s post-Covid 19 sustainability pledge to boost ESG and active ownership
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FeaturesBriefing: An unfortunate lack of ambition
The second Capital Markets Union (CMU) Action Plan of the EU Commission lacks ambition. This at a time when the EU Commission wants to set an industrial policy for the EU to bolster competitiveness in key sectors. It also comes shortly before the UK’s departure from the EU. Yet a vision of what the EU wants to achieve, by when and how, is missing.
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Opinion PiecesDeleveraging is no free lunch
After temporarily shutting down the global economy, governments are pursuing a massive fiscal expansion in order to support struggling businesses and consumers.
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Special Report
2021 Investment horizons: Sovereign debt in the wake of the pandemic
Current issuance levels look like an experiment in government debt. What are the warning signals for investors?
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Country Report
Norway: Tangen’s reshuffle at NBIM
The colourful new CEO of Norway’s sovereign fund is targeting a more diverse and technologically resilient organisation
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Opinion PiecesImprovement required
Climate change will continue to be one of the most economically impactful events as it affects us all. It requires immediate and ambitious action to prevent the worst effects on people and biodiversity and it signals a message that nations need to build a more resilient and sustainable global financial system.
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Special Report2021 Investment Horizons: Hazy outlook for hedging
Investors must be cautious when navigating today’s cloudy inflation landscape
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Country ReportNorway's individual pensions: Pots follow member
New rules should drive consolidation and inject competition into the supplementary pensions business
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Special Report2021 Investment Horizons: A painful year looks imminent
Pension provision is likely to take a hit in 2021 as the pandemic-related crises lead to rising unemployment and greater job insecurity
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Country ReportSweden's AP funds: Alternatives are go
AP funds welcome the removal of the ceiling on their investment in alternatives
