Latest from IPE Magazine – Page 107
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Opinion PiecesGuest Viewpoint: Gregg McClymont
If the purpose of a pension system is to deliver a stable income in retirement, then the UK, strictly speaking, is on a path to leaving pensions behind.
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FeaturesEmerging market outlook
Emerging markets have a knack for being in the headlines for the wrong reasons. They also stand out as sources of growth for investors who face low interest rates and muted economic performance in the developed world
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FeaturesDollar/sterling: The road ahead for cable
The twisting path of the dollar/sterling relationship over 2020 will provide ongoing theatre, punctuated by moments of intensity
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FeaturesGeopolitical risk: The new norm
Geopolitical risk is now the norm and not the exception, and brings with it a rise in volatility,” says Joyce Chang, chair of global research at JP Morgan, adding: “This volatility has tended to create more noise than trend.”
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FeaturesESG: What drives ATP to divest?
Short of flying someone to Mexico City to knock on the door of the mining and transport company’s headquarters, the Danish pension fund had done all it could. Selling off its DKK13m (€1.7m) block of shares in Grupo México was not what ATP really wanted to do at the end of last year.
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AnalysisFixed income, rates, currencies: China’s woe hits rest of world
While the speed and breadth of the spread of infection was unknown, it was apparent that the outbreak of the new coronavirus, named COVID-19 by the World Health Organization (WHO), would cause considerable disruption to economic activity in China.
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FeaturesAhead of the Curve: The trade war and Asia
The rivalry between the US and China looks set to dominate Asian affairs in the future and cannot be ignored by responsible investors. The escalation of tensions at the start of Donald Trump’s presidency led to an increase in trade barriers and impacted growth; now a temporary truce has been agreed but uncertainty remains, as do tariffs on Chinese exports to the US. The new bilateral agreement is a positive step, but investors should take a long-term view; the economic and strategic rivalry looks set to continue and some sectors are better placed than others to adapt to this landscape.
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InterviewsHow we run our money: Pirelli DB pension funds
Flavio Cateni (pictured), former head of DB pensions at Pirelli, now acting as an adviser to the company, outlines a far-sighted fiduciary management strategy and a robust risk management approach
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Opinion PiecesPost Brexit questions
By the time you read this, the UK will have left the European Union, following three years of negotiation, renegotiation and delay
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Country ReportIreland's pensions: All set for big changes
2020 will have to be a busy year if the Irish government is to meet its ambitious targets
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Special ReportLongevity & risk transfer: A booming market
Consultants expect high growth in UK pension risk transfers to continue after last year’s record figures
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Special ReportClimate benchmarks: Brown to green
Brown to green - Index providers are making the first steps towards adoption of the new EU climate benchmarks
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Special ReportDiversification: Public versus private markets
The rise of private market investing is generating huge challenges for investors
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FeaturesBriefing: Central bank about-turn bolsters gold
Gold is unlike any other commodity. It has few industrial applications of any note. It is widely used in jewellery partly because of its aesthetic appeal but also in many cases as a form of investment. Central banks distance themselves from acknowledging the precious metal as a kind of universal currency yet still keep thousands of tonnes of it locked away in their vaults.
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Opinion PiecesA perilous stability
A few years ago, when asset managers talked about market prospects, they often pointed to 2020 as the year when the world economy could run into difficulties
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Country ReportIAPF view: A disappointing year
There has been little progress in pension reforms or IORP II implementation as the government has been distracted by Brexit
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Special ReportUK inflation: Collateral damage
Proposed changes to the measurement of UK inflation would have a significant impact on the DB pension industry
