Latest from IPE Magazine – Page 184
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Features
No DC sugar rush
There is a strong risk that Germany’s pensions reform becomes neither a stunning success nor a stunning failure, but just adds to the complexity of German workplace pensions
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Country ReportSpain: A new age of discovery
Spanish pension funds are breaking with traditionally conservative investment practices as they strive to achieve positive returns in the low-interest-rate environment
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Special ReportGerman Asset Management: A model for collaboration
Asset managers may work with insurers to gain business in Germany’s new defined contribution (DC) market
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Asset Class Reports
Global Equities: Valuations face a structural shift
It is not easy to predict where markets are heading in this era of great economic disruptions but there are big opportunities for skilled investors
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Features
A time for strong nerves
It is understandable that investors are nervous. Not only are valuations stretched in many markets but there seems to be a significant threat of military conflict
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Asset Class Reports
Be ready when QE makes way for QT
Market distortions created by quantitative easing could prove fertile grounds for investors when central banks switch to quantitative tightening
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Country Report
Portugal: The Italian play
Portuguese pension funds are continuing to invest in Italian debt despite the fears for Italy’s banking sector
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Features
Heed the warning signs
The private equity market is showing clear signals that it is reaching the end of a multi-year growth cycle. Yet, surveys show investors are intent to increase allocations
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Special Report
Alternatives in demand
Universal-Investment’s latest investor statistics show how German institutions have started diversifying within alternatives
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Asset Class Reports
Emerging markets lag in software
Despite the huge size of emerging economies they have yet to produce global leaders in software
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Special Report
Research costs: Managers wrestle with MiFID
Many German asset managers have yet to decide how to apportion external research costs
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Special Report
Taxation: Changes ahead
What are the implications of the German Investment Tax Reform Law?
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Features
Diary of an Investor: Who bears the cost?
Sometimes I look back fondly on the simpler good old days.
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Features
LD gains a new lease of life
New holiday allowances fund will keep Denmark’s Lønmodtagernes Dyrtidsfond in operation for several extra decades
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Features
Universities scheme faces political scrutiny over deficit plans
Given the less-than-healthy state of the UK’s defined benefit pension schemes, it is no surprise that the largest such fund in the country also has the largest deficit
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Opinion Pieces
Long Term Matters: An Achilles’ heel for buybacks?
Investors are salivating over possible US corporate tax cuts. But evidence suggests this excitement is misplaced, at least from the perspective of the end beneficiaries
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Interviews
Focus Group: Spotlight on research costs
Pension funds have largely been absent from the debate about MiFID II and research costs. We asked a group of pension funds with total assets of over €330bn for their views
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Interviews
On the Record: What is your equity strategy?
Solidarietà Veneto, Pensioenfonds TNO and Nationwide Pension Fund share details about their equity exposure
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Features
Briefing: FRC under fire on company law
Has the UK FRC failed to enforce Section 172 of the Companies Act on directors’ duties?
