Latest from IPE Magazine – Page 175
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Asset Class Reports
Year in review: Rapid growth rules
The private equity industry records nine consecutive years of growth as assets under management hit a record high
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Features
Fixed income: A different breed
Bond indices are different to their equity equivalents but no less important to passive investment models
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Country Report
Asset allocation: DB pensions act to curb deficits
Defined benefit pension funds are adopting various strategies to reduce risk and boost returns
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Special ReportIlliquid investment: Investors resist the illiquid plunge
European defined contribution schemes have lagged the trend to illiquid investments
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AnalysisAnalysis: UK trustees urged to plan for worst in the wake of Carillion collapse
Several connected pension schemes are being assessed for entry into the PPF, with members’ benefits set to be reduced
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Analysis
Analysis: ATP’s tax policy highlights risk to reputation in offshore investments
The EU’s first-ever blacklist of tax havens has given politicians and pension funds another chance to consider the ethics of investing via opaque or tax-light locations
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Features
Long-Term Investing: Regaining the virtues of common sense
This concluding article on a new survey argues that pragmatism dominates asset allocation
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Features
Reporting metrics: Management knows best
The question that accounting standard setters around the world have resoundingly failed to answer is this: what is the magic number that captures a business’s performance?
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InterviewsHow we run our money: Centrica
Chetan Ghosh, CIO of Centrica’s UK pension fund, tells Carlo Svaluto Moreolo why cashflow-driven investment is the future of pension management
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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
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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
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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
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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’
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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
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Interviews
Strategically speaking: Janus Henderson Investors
Andrew Formica, co-CEO of Janus Henderson Investors, talks about the benefits and challenges of the recent merger
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Opinion Pieces
Letter From Brussels: Brexit focus moves to pensions
As the risk of a no-deal Brexit comes into focus, attention is turning to ways to mitigate the damage across financial services, including asset management and pensions
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Opinion PiecesLetter from the US: Plans act on Trump tax reform
The tax reform signed by President Donald Trump last December is having quite an impact on the US pension industry
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Opinion PiecesGuest Viewpoint: Keith Ambachtsheer
“CFA curriculum material should become more future-oriented and address awkward topics”
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FeaturesFocus on the end goal
Buy and sell side can capitalise by thinking strategically about the focus on long-term invesment
