Latest from IPE Magazine – Page 16
-
AnalysisESG mandates demand more from asset managers
Greater granularity in ESG investing is set to raise the bar for asset managers
-
FeaturesA bumper year for convertible bond issuance
The convertible bond market ended 2023 on a strong note with its main index – the Refinitiv Global Focus – returning 6% in the fourth quarter. The optimism has continued into 2024 on the back of reasonable valuations, historically low equity volatility and better opportunites.
-
FeaturesAI’s future in investment management is evolutionary
The explosion of ChatGPT-style large language models (LLMs) has ignited a heated debate over the future of artificial intelligence (AI) in investment management and its role in institutional investor portfolios. However, amid the noise, a groundbreaking application of AI has quietly arisen, which has the potential to revolutionise the industry.
-
Opinion PiecesTeamwork in rugby and Italian pensions
A peculiar parallel can be drawn between the Italian second-pillar pension industry and the country’s national rugby union team and its supporters, which every year since 2000 gets excited about the Six Nations Championship.
-
Country ReportIreland country report 2024: A no-nonsense consolidation approach
Ireland’s bid to reduce the number of single-member DC pension funds is succeeding but is not without teething troubles
-
Asset Class ReportsEquities portfolio strategy: Cautious optimism as hard landing fails to materialise in 2023
A shaky European economy will work in favour of quality companies when it comes to stock selection
-
Special ReportRisk transfer special report: Pension liabilities shift to insurers
New players are waiting to enter the UK pension risk transfer market but this will depend on how accommodating Solvency UK will be
-
Country ReportIrish DB funding level above 100%
The average funding level of defined benefit (DB) pension schemes in Ireland has increased to 108% in 2022.
-
Asset Class ReportsUK equities fail to regain their shine
UK pension funds are abandoning domestic equities, and the country’s global weighting in indices has also declined significantly
-
Special ReportAllianzGI partners with DBR to offer pension risk transfer
A new joint venture allows corporates to offload pension obligations to an innovative corporate structure
-
Country ReportViewpoint: Irish pension trustees must heed employer covenant
Sponsors can do more to secure DB member benefits
-
Country ReportViewpoint: Ireland’s pension priorities for 2024
The country’s retirement landscape is changing fast
-
Country ReportISIF: Impact investment fund with a difference
The Ireland Strategic Investment Fund’s focus is on driving the sustainable development of the Irish economy
-
Opinion PiecesUK equities: stop tinkering and focus on the long term
As the UK heads for a general election this year, both major parties (Labour and Conservative) will be proclaiming their solutions to the UK’s perennial problems of chronically low levels of investment, a dearth of new innovative companies and disappointing growth.
-
Opinion PiecesEurope (still) needs pension capital
The pressure on pension funds to invest in domestic assets never fades. Certain countries, notably in Northern Europe, have dealt with it better, for historical and cultural reasons.
-
Opinion PiecesOpponents of Dutch pension reform can’t agree
The Dutch parliamentary elections of 22 November not only resulted in a historic victory for Geert Wilders. The record loss of the governing coalition also meant the new Pension Act no longer has majority support in parliament.
-
AnalysisMansion House reforms: UK government should embrace long-term thinking to boost the economy
Other countries have been far better than the UK at creating long-term strategies that have been maintained way beyond the five-year or shorter electoral timescales on which UK politicians focus
-
Opinion PiecesAustralian funds jostle for slice of energy transition market
Australia’s largest integrated power generator and energy retailer, Origin, lost out on becoming a cornerstone investment in the US$15bn (€13.7bn) Brookfield Global Transition Fund after a failed A$20bn (€12.2bn) attempt by a Brookfield-led consortium to take over Origin last year.
-
Opinion PiecesCross-border pensions: a better taxation model
When members of the European Union accession generation from central and eastern European (CEE) countries were young they used to dream of visiting Santa Claus in Lapland. As travel abroad was not permitted and communications were not developed, they wrote letters and waited impatiently for their presents to arrive.
-
FeaturesConflict and elections set to dominate the investor landscape
Middle Eastern tensions are running high, with violence flaring up across the wider region. Combined with the ongoing attritional destruction in Ukraine, this is impacting world trade, and it seems certain that international conflict will continue to be a source of great concern in 2024.
