Latest from IPE Magazine – Page 105
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Special ReportStrategically Speaking: HSBC Global Asset Management
As the financial markets enter uncharted territory, HSBC GAM could be well placed to take advantage of the dislocations in Asian and emerging markets. Its aim, though, is to offer investors the full spectrum of fixed-income solutions, says Xavier Baraton, global CIO for fixed-income private debt and alternatives.
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AnalysisCoronavirus: Pension funds take comfort from relative health in turbulent times
European pension funds have underlined their position as long-term investors as they face unprecedented market turbulence and an economic downturn.
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Book ReviewBook review: Radical Uncertainty by John Kay and Mervyn King
Within the terms of their own analysis, the authors of Radical Uncertainty might be remembered for a prescience they could neither possess nor aspire to
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Opinion PiecesBe prepared for the future
As 2019 came to an end, there were a number of risks that investors around the world would have to watch out for – Brexit negotiations, the US election, the trade war between China and the US – but nobody could have guessed that the COVID-19 pandemic was to come.
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InterviewsHow we run our money: AP2
Lars Lindblom (pictured), global fixed-income manager at the second Swedish buffer fund, talks to Carlo Svaluto Moreolo about the fund’s evolving green bond investment strategy
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InterviewsOn the record: Green bonds
IPE asked two Nordic pension funds how they invest in green bonds and to what extent sustainability is considered part of their fixed-income strategies
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Opinion PiecesLetter from US: The Democratic agenda takes shape
“On day one, [Joe] Biden will use the full authority of the executive branch to make progress and significantly reduce emissions. Biden recognises we must go further, faster and more aggressively than ever before, by (among other things) requiring public companies to disclose climate risks and the greenhouse gas emissions in their operations and supply chains.” That is Joe Biden’s ‘Plan for a Clean Energy Revolution and Environmental Justice’ as it appears on joebiden.com, the official campaign website.
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News
Pensions Briefing: Incorporating ESG factors in pension investment activity
A look at IOPS supervisory guidance on the integration of ESG factors in the investment and risk management of pension funds
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Opinion PiecesLetter from a country in crisis
Empty streets and squares are not a usual sight in Italy, a country whose people love to socialise. The deadly COVID-19 pandemic has even taught Italians to make orderly queues outside supermarkets. The reality is that while Italians are not good at prevention, they are outstanding at reacting to emergency situations, thanks to their experience dealing with earthquakes and other natural disasters.
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AnalysisPensions accounting: IASB faces disclosure tussle
The story of the latest work by the International Accounting Standards Board (IASB) on pensions disclosures starts last July when the board agreed on two specific disclosure amendments that it wanted to make to International Accounting Standard 19 (IAS 19), Employee Benefits.
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InterviewsUK auto enrolment: The architecture of a reform
The UK’s auto-enrolment policy has been successful. But this success has been no accident, as a new research project shows
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Opinion PiecesGuest Viewpoint: Steve Waygood
History may well look back on 2019 as the year the world finally woke up to the threats posed by climate change. Yet, with the negotiation failures that occurred at the 2019 United Nations Climate Change Conference in Madrid (COP25), the year ended on a significant downer.
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FeaturesAhead of the Curve: The mega-cap conundrum
Last year was challenging for quantitative equity strategies with a large proportion of them underperforming their benchmark on a rolling one-year basis. There has, therefore, been a great deal of interest in understanding the shortcomings of quantitative portfolios over the same calendar year.
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FeaturesIPE Quest Expectations Indicator: April 2020
This months’ figures were collected before the successive stock-market slumps.
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FeaturesFixed income, rates, currencies: Global economy under pressure
At the end of February, after a week that saw stock markets around the world plummet, US Federal Reserve chair Jerome Powell sought to calm fears, saying that the Fed would “act as appropriate” to support growth.
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Opinion PiecesEasier to abolish than to reform
The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people.
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InterviewsOn the record: Asset manager selection
IPE asked the Caisse de prévoyance de l’État de Genève (CPEG) how manager selection is changing
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Country ReportNetherlands: Still searching for yields
Dutch pension funds are looking towards illiquid assets as they search for returns in the challenging low-interest-rate environment
