Latest from IPE Magazine – Page 187
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Features
Ahead of the Curve: The diversification conundrum
Francesco Sandrini says that as the global economy emerges from a period of low growth and low inflation, investors appear to be ignoring risk in their diversification choices
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Features
Focus Group: Geopolitical risk concerns
Twenty-five (86%) of the investors polled for this month’s Focus Group say geopolitical risk has increased over the past 12 months
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Features
Diary of an Investor: An independent soul
Rolf, our chairman of trustees is having a reception to mark his 30 years working for Wasserdicht. An engineer by profession, he was worked for us all over the world and has many stories to tell
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Features
IPE Expectations Indicator March 2017
When a shift in sentiment begins, the euphoria does not dull universally; rather, the centre remains lustrous, while the edges are the first to fade
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Country Report
Pensions in Belgium: Look to the future
Gail Moss finds that despite healthy returns last year, 2017 will be more challenging for Belgian pension funds
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Features
ESG: Antibiotics on the agenda
There is growing concern that the overuse of antibiotics could have great human and financial costs
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Opinion Pieces
Letter from Brussels: Unclear on clearance
The prolongation for 18 months of pension funds’ exemption from posting collateral when trading over-the-counter (OTC) derivatives is leading PensionsEurope to seek clarification.
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Country Report
Pensions In Ireland: Funds still under pressure
Gail Moss assesses the effect of two new regulations on the asset allocation of Irish pension funds in a continuing low-yield environment
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Special Report
Special Report Active Management: The active game
Asset management is attracting growing attention from new competition as well as regulators and politicians, finds Brendan Maton
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Features
Costs really matter
Lay representation on pension fund trustee boards is one of the hallmarks of occupational pensions in Europe and other parts of the world
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Asset Class Reports
Small & Mid-Cap Equities: Smaller companies in a changing world
Daniel Ben-Ami looks at how smaller companies are adapting to the economic and political landscape
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Opinion Pieces
Letter from the US: Irresistible incentives?
Global pension funds are looking with interest at the $1trn (€960bn) Trump Private Sector Financing Plan for infrastructure construction. It could offer an opportunity for investors seeking stable, cash-generating investments.
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Country Report
Pension Challenges: Sustainability key to survival
James Kavanagh says visionary thinking is needed to meet Ireland’s pension challenges
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Special Report
Factors shaking the alpha world
Active management is under increasing scrutiny as investors become more savvy about how returns are generated. This is leading to a debate about alpha equity factors
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Features
Make a bigger pie: Trump's protectionist rhetoric
President Trump’s aggressive protectionist rhetoric has raised concerns. Many fear that the measures he is advocating could lead to an all-out trade war
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Asset Class Reports
US: Policy unleashes animal spirits
The performance of US small and medium-sized companies has been boosted by an expectation of lower taxes and lighter regulation under President Trump
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Country Report
DB Pensions: Deficits are still a problem
Mick O’Byrne looks at the accounting deficits of Irish defined benefit pension schemes
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Special Report
Sharing Alpha: A fair share of the rewards
Investors should discuss how they share alpha with asset managers. But it is easier said than done
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Asset Class Reports
Smaller companies: The lifeblood of Europe
Smaller companies are crucial to the success of the European economy. However, the way they are nurtured by investors and governments varies dramatically
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Features
Active should mean engaged
The turn of the year is a time for the asset management industry to discuss its views on how markets will fare in the year ahead. Unfortunately, too often these views are of little value to investors.