Latest from IPE Magazine – Page 17
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FeaturesIPE Quest Expectations Indicator - February 2024
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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Opinion PiecesCorporate pensions: a close eye on yields in 2024
The final two months of 2023 saw a return to form for global fixed income and equities, with respectable single and double-digit numbers in each case. After a false start in early 2023, at least for a multitude of asset forecasters, bonds were finally back in the final months of last year.
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InterviewsPension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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AnalysisEU capital markets face an uncertain future
The success of the European Union depends on developing its capital markets, but achieving integration faces political, cultural and technical challenges
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FeaturesMiFID II reforms: Bye bye unbundling?
A key part of the 2018 MiFID II package, the requirement to unbundle research from execution costs shook up the European asset management industry and changed the relationship between investment managers and their clients.
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FeaturesRefining how factors impact investment returns
Investment management has undergone a significant transformation with the introduction of environmental, social and governance (ESG) investing. It emphasises a more holistic approach that goes beyond financial returns to assess long-term sustainability.
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Opinion PiecesGuaranteed retirement income and AI: key themes for the US in 2024
The three major 2024 trends in the US retirement industry, according to senior industry figures interviewed by IPE, are: Plan sponsors will continue to expand financial wellness programmes and explore optional provisions of the new pension law SECURE 2.0. Plan participants will up their demand for guaranteed income and ...
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InterviewsSystematic trading for long-term investors
Man Group, the investment management company listed on the London Stock Exchange since 1994, was founded in the City of London in 1783 by James Man as a sugar brokerage firm.
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AnalysisThematic investing set to morph into impact investing
In the second article on a new survey, Vincent Mortier, Monica Defend and Amin Rajan argue that greater granularity in ESG investing is set to boost impact investing
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InterviewsAlpha at the core: CERN pension fund's investment approach
Elena Manola-Bonthond, CIO of the CERN Pension Fund, talks to Carlo Svaluto Moreolo about the fund’s approach to investing in private markets and the years ahead
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Country ReportCEE country report 2024: Poland’s auto-enrolment system - five years on
Slow but steady progress in auto enrolment is driving growth in workplace pension assets and membership
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Asset Class ReportsFixed income: Investors put weight behind bond markets
Exposure to bonds is rising at the fastest rate since the financial crisis, as investors focus on high-quality paper and the shorter end of the yield curve
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Country ReportPoland’s pension online dashboard takes shape
Wider access to personal financial information is a step in a good direction – but will savers appreciate it?
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Asset Class ReportsDebt investors face European uncertainty
High interest rates and inflation are the biggest concerns as recession looms
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Country ReportFirst-pillar pension reform versus fiscal consolidation in Romania
The law reforming the first-pillar pension system could amplify fiscal deficit problems in the shorter term
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Country ReportBulgaria’s pension funds look to Europe
The country’s pension sector is seeking greater flexibility in investment fund options
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Country ReportSecond-pillar pensions in Central & Eastern Europe
Assets, membership and asset allocation
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Opinion PiecesReasons to be cheerful in ESG-land
In 1979 Ian Dury, an influential British musician, released a song called ‘Reasons to be Cheerful, Pt 3’, which quickly became a classic. Let us consider why the world of environmental, social and governance (ESG) investing offers grounds for good cheer in the year ahead, even if it is not as rousing as the song.
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Opinion PiecesAgreement on Stability and Growth Pact spells Austerity reload
The reform of the Stability and Growth Pact (SGP) proposed by the European Commission (EC) in March 2023 had been criticised from all sides, but just before Christmas, European finance ministers agreed on new terms. The SGP had been suspended in response to the COVID-19 crisis but comes back into force in 2024.
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Opinion PiecesIBM revives defined benefit pensions in the US
This January 2024 marks an important turning point in the US retirement industry. Technology giant IBM, which has always been seen as a bellwether of American business practices, is keeping its 401(k) plan, but will stop matching contributions of up to 6%.
