Latest from IPE Magazine – Page 152
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Interviews
Strategically speaking: Tages Group
Saying that Tages is an investor in alternative asset management businesses does not really do justice to its eclectic nature
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Opinion PiecesBrussels People – Lieve Wierinck: Building on Europe’s scientific base
Lieve Wierinck’s main political passion is ensuring the EU takes full practical advantage of Europe’s excellent scientific base
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Opinion PiecesGuest Viewpoint: Sviatoslav Rosov, CFA Institute
The statistics on public market participation by corporations over the past two decades make grim reading. The US had 14% fewer exchange-listed firms in 2012 than in 1975
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FeaturesLiabilities remain in focus
Given overall pressure on funding rates and falling asset markets, 2019 looks set to be a year where good governance and adaptability to external events will be crucial
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Country ReportSwitzerland: In need of a reformist zeal
The Swiss pension system needs reform but consent is needed in a federal referendum. Have politicians learnt from campaigning during the rejected Altervorsorge 2020 proposals?
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Special Report
Multi-Asset Strategies: Worrying developments
Late-cycle dynamics, geopolitical tensions, trade wars and uncertainty surrounding Brexit are making investors jittery
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Special ReportPerspectives: Rising rates pose questions
The anticipated rise in interest rates urges pension funds to review their liability-management strategies
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Features
What next for US Treasuries?
A consensus on the direction of 10-year US Treasury rates is not obvious, because the answer reverts to a further question: whose consensus? Strategists, economists and other informed professionals have a particular view. The market itself, however, expresses a more diffuse and different opinion.
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Asset Class Reports
Global Equities: Valuation vagaries
Mean reversion is useful in valuing stocks, but there are many unpredictable factors that can disrupt long-term assumptions
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FeaturesThe right tool for the job
Applying economics models to understand politics is like trying to use a trowel to saw a piece of wood in half
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Country Report
Werner Hug: Less complexity, more solidarity
The Swiss second pillar has become too complex and lost sight of its original principle of employer patronage towards employees
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Features
Credit allocations: Time for a re-balancing act
Investors are ignoring indicators that should encourage a more selective approach to credit
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Asset Class Reports
FAANGS: Tech black swan in the wings?
The US technology giants could be hit by extreme risks
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Special Report
AQR: Risk-parity reasoning
John Huss and Yao Hua Ooi, principals at AQR, explain the firm’s approach to risk parity
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Special ReportEuro-zone: The risks of reversal
The impact of monetary tightening is one of investors’ main concerns for 2019
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FeaturesInterest rates are not a one-sided risk
Pension funds should always act as long-term investors whenever possible
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Country ReportAsset Management: Fit for purpose
The globalisation of asset management means that Swiss managers have to broaden their product range and service different regulatory regimes
