Latest from IPE Magazine – Page 166
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FeaturesDiary of an Investor: What’s up with research costs?
In fixed income, no-one has ever really known how the research impacts on investment costs
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Featuresaba Anniversary Conference: ‘Grasp opportunities reform offers’
Germany’s occupational pension association delivered an impassioned defence of the country’s second-pillar pension system at its 80th annual conference in Berlin last month.
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Features
Accounting Matters: Cutting the clutter
The IASB’s disclosure initiative project has passed many people by. It dates back to 2011, when the board needed something to do after the US refused to adopt IFRS
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Opinion PiecesLong-term Matters: Who decides which engagement is fit for purpose?
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
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Interviews
On the Record: How do you invest in alternative credit?
Ilmarinen, Unilever, Ärzteversorgung Westfalen-Lippe (ÄVWL)
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InterviewsHow we run our money: TPT Retirement Solutions
Cliff Speed, CIO of TPT Retirement Solutions (pictured), tells Carlo Svaluto Moreolo how the fund is trying to develop a portfolio that can withstand market volatility
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Features
UK Equities: The pariah asset
No one wants UK equities. The influential global fund manager survey published by Bank of America Merrill Lynch reported that they were the most unpopular asset in April
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Features
Macro Matters: Populism is far from dead
Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world
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Features
Asset Allocation: Mirages and safe havens
Creeping tensions have appeared in the interbank market that, in the past, sowed the seeds of economic downturns and financial crises
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Features
Engagement: Strengthening the rules
A new EU directive aims to promote shareholder engagement and stewardship but numerous barriers could limit its effectiveness
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Features
Asset Allocation: Testing economic normality
Although the world economy is moving towards normalisation, after the global financial crisis, it is still testing, and sometimes breaching, so-called normal bounds
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Features
Ahead of the Curve: Valuable tools for EMs
Emerging markets have smaller safety nets, making them prone to boom and bust cycles
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FeaturesIPE Expectations Indicator: June 2018
This month’s IPE Expectations Indicator poll sees no change in some areas, some change in others, and a continuation of a long-term trend, which is, in itself, both a change and not a change.
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Interviews
Strategically speaking: AXA IM
Half Italian, half Swedish, CEO of a French company but resident in London, Andrea Rossi embodies what he would like his tenure to be remembered for – diversity
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Features
Pension Income: As simple as possible but as complex as necessary
The UK government has deregulated to make room for a radical reshaping of the private pensions industry, through the so-called ‘freedom and choice’ policy
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FeaturesShort Selling: The long and the short
Earlier this year, the UK politician Peter Kyle described BlackRock as “schizophrenic” for holding both long and short positions in Carillion, a London-listed construction company that went bankrupt in January.
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Opinion Pieces
Letter from Brussels: Who cares about our €3.5trn?
PensionsEurope is concerned about a Brexit ‘no deal’ and is calling for negotiators to pay heed to the €3.54trn sector’s interests
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Opinion PiecesLetter from the US: Harvard gets down to business
It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility
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Opinion Pieces
Guest Viewpoint: Fiona Stewart & Georg Inderst
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
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FeaturesMatters of life and death
If left to their own devices at retirement, significant numbers are likely to run out of assets years before they die
