Latest from IPE Magazine – Page 123
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Features
Editor's Notes: A radical ambition
Last month’s three doorstop reports from the EU’s 35-strong technical expert group (TEG) on sustainable finance have the potential to radically repurpose capital markets.
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Country ReportA real alternative to help Italy's economy
A review of think tank Itinerari Previdenziali’s and Borsa Italiana’s recent project on Italian pension funds’ real-economy investments
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FeaturesEC’s expert group releases landmark climate taxonomy
The European Commission’s expert group on sustainable finance last month published its long-awaited final recommendations for a taxonomy of environmentally sustainable activities, which is at the heart of the EU executive’s plan to harness the finance sector for its fight against climate change.
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Country Report
First pillar: Ahead of the game
Italy’s privatised first-pillar pension funds are modernising their strategies
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FeaturesDutch pensions agreement dodges the real issues
Social partners have agreed compromises relating to the state pension age and early retirement Many crucial aspects are yet to be confirmed and could still derail efforts to reform the system
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Book ReviewBook review: Achieving Investment Excellence
Fix asset allocation and the numbers will follow. This rule of thumb originated from an influential study published in 1986, which showed that 93.6% of variations in a portfolio’s returns are due to asset allocation policy.
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Features
IAS 19: How did they do it?
Two academics have analysed key amendments to IAS 19 and how they came about
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Opinion PiecesAnimal welfare: Probing the global meat complex
Everyone knows about ‘big oil’ and how much influence the global agribusiness sector has. But there is less awareness about the negative impacts of meat producers – the ‘global meat complex’.
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Opinion PiecesLetter from the US: On a secure retirement path
The most significant changes to US retirement plans in more than a decade look set to be approved by Congress. On 23 May, the House of Representatives passed the Secure Act – Setting Every Community Up for Retirement Enhancement – by 417-3, and the Senate is also likely to approve it, with President Donald Trump unopposed.
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FeaturesPerspective: Growing buzz around cannabis
Legalisation of cannabis raises ethical questions for some investors, while presenting an investment opportunity for others
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FeaturesResearch: Passive investors, active owners
The rise of index investing raises important question about ownership rights and governance
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Opinion PiecesGuest viewpoint: Adam Matthews and John Howchin
“The Brumadinho dam tragedy causes us to question if we have created the conditions for a set of disasters”
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Interviews
On the record: China
We asked two pension funds to tell us about the case for investing in China and their experience with investing in the country
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InterviewsStrategically speaking: Muzinich & Co
We are living in Disneyworld,” says George Muzinich, the CEO and chairman of Muzinich & Co, a New York-based investment manager specialising in corporate credit.
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FeaturesESG: Greenwashing under scrutiny
The term ‘greenwashing’ was reportedly coined by US environmentalist Jay Westerveld in 1986 in an essay about hotels’ practice of putting up notices in hotel rooms to encourage guests to reuse towels. He accused them of making false claims about being environmentally responsible since they only adopted such practices when they reduced costs.
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FeaturesFixed income, rates, currencies: Nervousness abounds
The weak US non-farm payroll (NFP) data for May, far below forecasts, sent rates falling and stocks rising, on the supposition that it raised the likelihood of interest rate cuts from the Federal Reserve. On the other hand, while risk markets cheered the prospect of easier money, the hardline approach taken by the US towards China, and China’s uncompromising responses are raising investor nervousness.
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FeaturesAhead of the curve: The bubbles to come
Market bubbles would not happen in a perfect world. But humans are not perfect and our economies are inherently unstable.
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