Latest from IPE Magazine – Page 11
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Opinion PiecesThe art and science of investor collaboration in the quest for effective stewardship
In the evolving landscape of sustainable investment strategies, the significance of engagement has become more pronounced in recent years. Traditionally seen as supplementary to investment processes, stewardship has transformed into an indispensable tool for achieving meaningful environmental and social change.
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FeaturesT+1 settlement rules pose challenges for fund managers
A global move to compress settlement cycles – that is, the time between when a transaction is agreed and executed and when the transaction is completed and the securities and cash are exchanged – is underway. While the aim is to deliver lowered risk and cost savings, investors and market participants face challenges due to the increasingly interconnected nature of financial markets.
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FeaturesMarket predicts US soft landing - June 2024
A combination of Federal Reserve chair Jerome Powell’s press conference and a slightly weaker-than-expected US April non-farm payrolls outcome succeeded in flipping the market back to a soft-landing narrative for the US economy. US Treasury bonds rallied sharply, taking other markets with them, while the yen weakened significantly against the dollar before recovering.
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FeaturesIPE Quest Expectations Indicator - June 2024
Trump and Biden are both losing to undecided voters, a group that is now unusually large and may be sensitive to Trump’s legal troubles. Biden’s approval rate is below his score in presidential polls, while Trump’s score is the same in presidential polls and those measuring voters’ opinion of him. In the UK, the Conservatives took another drubbing in the local elections.
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Special ReportRoundtable: AEIP - Simone Miotto
Taking into consideration that pension design is a national competence, and therefore a responsibility of the member states, the European Commission must retain high-level social policies in its next term and continue to engage with stakeholders.
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InterviewsPGIM looks to grow private credit
Like other managers, PGIM has grown its private assets and alternative credit franchise as clients – both within the group and external – have broadened their allocations across the real assets and alternative credit universes.
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AnalysisEurope's pension bodies struggle to make their voice heard on blanket EU rules
Horizontal regulation does not take into account the peculiarities of retirement schemes
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Opinion PiecesEuropean elections: the necessary policy leaps to secure citizens' pensions
This month sees European parliamentary elections and by autumn a new Commission will be in place. The political outcome and the composition of the new EC will influence the future shape of what still looks like quite an aspirational capital markets union (CMU) project.
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FeaturesWhy investors should focus on Scope 3 emissions
The investment industry is preoccupied with reducing Scope 1 and 2 emissions in portfolios to meet net-zero commitments. However, this focus will not provide a way to effectively manage climate transition and physical risk.
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Opinion PiecesHow AI is making inroads in America's retirement industry
Artificial intelligence (AI) is starting to gain traction in the retirement industry, even if it is still early days.
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Opinion PiecesWhy Norway's rebuff to oil fund over private equity is all about pay and equality
It would be hard to argue that Norway’s sovereign wealth fund is not diversified, but its range of permitted asset classes is narrower than that of peers.
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InterviewsPension funds on the record: stewardship and engagement
IPE asked European pension funds to outline their strategy at this year’s shareholder meetings
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InterviewsFinland’s Elo doubles down on sustainability
Jonna Ryhänen, CIO of Finland’s €31bn Elo, tells Pirkko Juntunen about strategic asset allocation, investing for change and in-house expertise
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FeaturesCorporate transition plans need to spell out net-zero dependencies
Corporate climate transition plans are gaining momentum globally. Essentially, these are reports about how a company plans to achieve emission reduction targets, but the idea is that the company will have engaged in strategic thinking and planning to produce such a plan, rather than just churn out more disclosures.
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Special ReportRoundtable: PensionsEurope & IAPF - Jerry Moriarty
To strengthen European pensions, the European Commission must prioritise increasing pension coverage, closing existing gaps and ensuring favourable outcomes through funded pensions.
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Special ReportRoundtable: BVI - Thomas Richter
It is good to see the topics of the Capital Markets Union and improvements in old-age provision gaining momentum at the European level. The next European Commission should focus on reforming the PEPP.
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Special ReportRoundtable: APG Asset Management - Onno Steenbeek
Regarding the prioritisation of policies by the next European Commission to strengthen European pensions, it is clear that addressing the challenges presented by an ageing population and ensuring sustainable, adequate pension systems must be a priority.
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Special ReportRoundtable: EIOPA - Petra Hielkema
There are there are several countries where many people are saving through occupational pensions but often this is the outcome of decades of dialogue in society between employers, employees, unions, and citizens.
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Special ReportPension funds should seriously consider venture capital
To fulfil their role, pension funds would be well-advised to invest more in European private equity and venture capital
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Country ReportUK Country Report 2024: Is buyout still the gold standard for pension funds?
Improved funding positions mean more DB schemes are considering run-on rather than off-loading their liabilities
