Latest from IPE Magazine – Page 144
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Opinion PiecesGuest Viewpoint: Jim Hawley and Jon Lukomnik
It is fitting that we launched our ‘Purpose of Asset Management’ paper in London, not far from 221b Baker Street, the home of the famous fictional detective, Sherlock Holmes.
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Interviews
On the Record: Small Caps
We asked the senior managers of two European pension funds to describe how they invest in small-cap equities and what are the challenges and opportunities in this asset class
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InterviewsHow we run our money: Kåpan Pensioner
Marie Giertz, CIO of Kåpan Pensioner, the pension fund for Swedish government employees, tells Carlo Svaluto Moreolo about the fund’s strategy and ongoing projects
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Features
UK: Shifts in longevity
Whether or not to insure liabilities via a buyout or buy-in has long been a decision which most defined-benefit pension funds need to consider. Buyout deals have become integral to the pension fund landscape.
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Features
Briefing: How to model a trade war
So how does one model the effect of further tariffs on a portfolio? This article shows how to construct a potential trade-war scenario and analyse the impact on a euro-denominated global multi-asset class portfolio
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Features
Macro Matters: Emerging tensions
Amid all the talk of deglobalisation, certain tenets of the world remain fixed in our minds. Key among these assumptions is the status of the dollar as the global reserve currency.
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InterviewsStrategically speaking: FMO Investment Management
Yvonne Bakkum, managing director of FMO Investment Management, is an evangelist for the UN’s sustainable development goals (SDGs) – and even wears a lapel brooch representing them
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Features
Fixed income, Rates, Currencies: America leads the way
Emerging markets have endured a difficult summer. Market sensitivities were heightened by fears of a trade war and the reality that the US Federal Reserve will keep raising interest rates. The flashpoints in Argentina and Turkey have focused attention on the EM universe, particularly the more vulnerable economies with less healthy fundamentals.
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FeaturesAhead of the Curve: Trends to heed in renewables
Big data and predictive analytics are two developing trends that can dramatically improve how renewable energy investments are made
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Special Report
Implementation: A liquid diet for trustees
The balancing act of locking assets up whilst retaining enough liquidity to meet member benefits, if done correctly, can improve the returns generated from a scheme’s asset allocation
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Features
Chinese Bonds: Too big to ignore?
Recent tax reforms and the expected inclusion in global indices of Chinese sovereign bonds has shone a spotlight on a vast, under-exploited, multi-trillion bond market
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Special ReportImplementation: A cost comparison of futures and ETFs
The investment management industry has seen a relentless drive to wring out costs. A good grasp of implementation cost of using different vehicles for the same strategy matters
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Special ReportFixed income: The growing world of fixed income ETFs
The fixed income ETFs market has experienced rapid growth in recent years as more investors are now finding a role for them in their portfolios
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Special ReportFixed income: Consistent growth in a changing landscape
Fixed income, an asset class that historically traded over the counter, is increasingly being traded on exchange through exchange-traded funds (ETFs)
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Special Report
ESG: Building impact and values into portfolios
Exchange-traded funds that prioritise environmental, social and governance matters have grown exponentially in popularity over the past few years
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Special Report
ESG: Managing indices to match convictions
More and more investors know it is perfectly possible to link index management with responsible investment by choosing an index fund or an ETF
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Special Report
ESG: Responsible investing that reduces your carbon footprint
The development of ESG indices reflects growing interest in divesting out of fossil fuel investments to address the threat posed by global warming
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Special ReportFactor investing & smart beta: What’s in a name?
Many smart beta ETFs are bought with the expectation of long-term market outperformance. The factors that many are based on have been proven both academically and empirically to produce excess returns
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Special Report
Factor investing & smart beta: Advances in factor-based fixed income indices
Global fixed income investors have benefited from a long bull market that began in the early 1990s
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Special ReportFactor investing & smart beta: The smart beta (r)evolution
The ability of stocks with certain investment characteristics to outperform the market has been well understood and documented for decades. But options of how to implement this strategy were limited
