Latest from IPE Magazine – Page 161
-
FeaturesESG: China unveils emissions trading plan
In December, Chinese senior officials announced the imminent ‘launch’ of a national emissions trading scheme. It will be the world’s largest carbon trading system
-
Features
Asset allocation: A still unusual business cycle
There is consensus that last year’s global growth trade will continue into 2018. However, with today’s high valuations, risk assets might reward less than in 2017
-
Features
Ahead of the curve: Why bond covenants matter
For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG
-
FeaturesIPE Expectations Indicator: February 2018
Given the similarities between the February 2018 and February 2017 expectations surveys, it may be appropriate to wish everyone a ‘happy same year’
-
Opinion Pieces
Long Term Matters: Investment can be a true profession
Carillion, the UK construction company that collapsed recently, reminds us, once again, that investment is yet far from being a credible profession
-
Opinion PiecesGuest Viewpoint: Keith Ambachtsheer
“CFA curriculum material should become more future-oriented and address awkward topics”
-
Interviews
Strategically speaking: Janus Henderson Investors
Andrew Formica, co-CEO of Janus Henderson Investors, talks about the benefits and challenges of the recent merger
-
FeaturesFocus on the end goal
Buy and sell side can capitalise by thinking strategically about the focus on long-term invesment
-
Country ReportCEE: A system in flux
As budgetary and demographic pressures start to bite, what is the future for CEE pension systems?
-
Special ReportActive Management: The best of both worlds?
Will applying systematic techniques to traditional discretionary active processes lead to better outcomes for investors?
-
Asset Class Reports
Investment Grade Credit: Will the global rally last?
The global economy appears to be entering a period of greater stability and low volatility but risks remain for fixed-income investors
-
Special ReportInvestment Research: A new regime dawns
The advent of the new MiFID II regulations is fundamentally changing the way asset managers relate to research
-
FeaturesCrypto-currencies lack real basis
Crypto-currencies divide opinions sharply. Some rave about them while others are scathing
-
Country Report
CEEC forum: Unique and varied problems
A recent panel with members of PensionsEurope’s CEEC Forum discussed regional pensions issues
-
Special Report
Active Equity Strategy: Concentrated revival
Where should you invest if you believe active management can outperform?
-
Asset Class Reports
Liquidity: Search for liquidity widens
Fund managers are paying attention to more liquidity indicators when making investment decisions
-
Special Report
Buy-side: When less is more
How will the unbundling of research costs affect a saturated market?
-
FeaturesDo not expect a tech-driven revolution
Despite the amount of academic research, the theoretical concepts underpinning portfolio management remain the same
-
Country Report
Poland’s €40bn transition
Auto-enrolment looks to be key to Poland’s pension future. Dismantling of the OFE system remains on hold
-
Special Report
Neuroscience: The revenge of the ‘gut feeling’
John Coates discusses the insights provided by his research on how physiology – not rational thought or psychological traits – makes humans excellent risk takers
