Latest from IPE Magazine – Page 155
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Country ReportGermany: A pensions transition
Insurance companies have to re-define their role in a world in which guarantees are too expensive. But in German pensions they have to keep promises given in the past
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Special ReportPension consolidation: is it all good news?
Consolidating pension funds has its pros and cons but the investment office could benefit the most
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Special ReportConsultants: Gearing up for alternative advice
Investment advisers have laid the groundwork for further growth in the alternative investment market
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Features
Emerging market debt: A universe in constant flux
Emerging markets have changed enormously since their advent as distinct category in the 1980s
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Special ReportFactor Investing: Trend convergence
Factor investing has proved to be one of the enduring innovations of asset management in recent years
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Asset Class Reports
High Yield: New risks and opportunities
The positive global economic outlook brings possibilities for investors in high-yield and credit
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FeaturesProtectionism is already doing harm
The investment industry is, with good reason, worried about the prospect of a trade war
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Country Report
BRSG: Scramble for German DC
A new occupational pension framework without guarantees has stirred up an already complex industry and most of its stakeholders are still playing their cards close to their chest
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Special Report
Climate risk: Running out of time
Climate-risk scenario-analysis disclosure is not enough – companies need to act now
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Features
The Dollar: The greenback quandary
The US economy is growing, as are inflation expectations. The Federal Reserve’s response has been to embark on the most aggressive rate-tightening cycle in the developed world
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Asset Class Reports
Asset allocation: An expanding universe
Sub-investment-grade debt markets are becoming more sophisticated and fund managers have taken note
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Special Report
Portfolio Construction: The last free lunch
Robust portfolio construction has become the key to success in factor investing
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FeaturesInvestment advisers need to up their game
The UK’s competition watchdog is carrying out an investigation on pension fund investment consultants and fiduciary managers, which could transform the industry
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Country Report
Headwinds and tailwinds
Germany’s latest pension reform comes at a time when Brussels and EIOPA are presenting unwelcome challenges
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Special Report
Risk management: Risky business
Investors are diversifying their portfolios globally, but they are also exposing themselves to a broader range of risks
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Features
Convertible bonds: Welcome back, volatility
Investing in convertible bonds is a long-only strategy requiring investors to monitor a raft of factors
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Asset Class Reports
Contingent convertibles: Cocos are here to stay
Investors find cocos a good bet, especially in times of rising interest rates
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Special Report
The momentous challenge
A successful momentum strategy requires close attention to trading costs and timing and the impact it has on returns
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FeaturesIreland: The risk of promising too much on reform
Ireland must be careful of overpromising when it comes to what its reforms can achieve, or it will lose a golden opportunity to boost public trust in the pension system
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Country ReportESG moves unsettle
The European Commission’s plan to increase sustainable investment is a mixed bag
