Latest from IPE Magazine – Page 189
-
Interviews
Strategically speaking: Dodge & Cox
For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm
-
Features
Asset Allocation: The big picture
Could 2017 be the year developed market economies see the end of monetary easing?
-
Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
-
Features
Focus Group: A changing climate
The average listed equities allocation in the portfolios of funds polled for this month’s Focus Group is 31%, with the level of respondents’ allocation ranging from 10% to 59%
-
Features
Diary of an Investor: Political perils
Last month I met with my old friend Thijs, who is CIO of a large UK corporate pension scheme, working in a small investment office in the UK with an enlightened CEO
-
FeaturesFrom Our Perspective: Packaging pensions ‘just right’
In 2001, the Myners report raised the issue of the investment value chain and how pension funds could improve outcomes through their governance structure. It also highlighted market inefficiencies in areas like peer-group herding and investment consulting. The interaction between fiduciary duty and the provision of institutional investment services had not been explored so extensively before and the report resonated widely outside the UK.
-
Analysis
Analysis: Dutch funds escape cut threat – for now
Almost all Dutch pension funds, including the largest five, have made a miraculous escape. For the majority of 2016 they were headed for widespread rights cuts
-
Analysis
Analysis: Norges Bank - Looking before leaping
The Norwegian government is having to make up the rules for the NOK7.5trn (€826bn) Government Pension Fund Global (GPFG) as it goes along. One of the principles appearing to guide lawmakers in this process is building up as much expertise as possible before doing something new.
-
Opinion Pieces
Long-Term Matters: Be a positive maverick
Trump and I agree on one thing: liberals and centrists love to whinge. If we are clever, we engage in intellectual self-gratification, showing how well we understand the complexity. If now isn’t the time for a big pivot in how we show up in the world, in actions and not just sophisticated banter, when would be?
-
Features
Costs really matter
A slow but steady evolution in best practice on cost disclosure and reporting is changing the way pension funds think about the asset management industry as well as the way they structure their internal resources.
-
Country ReportPensions in CEE: New dawns for Baltic pensions
Baltic second-pillar pension funds face common challenges in a low-return environment, such as searching for yield and illiquid opportunities in a challenging regulatory environment
-
Special Report
Special Report: Fees & Costs - Light in the fog?
A Europe-wide discussion on asset management fees and costs is heating up. Some regulatory and industry initiatives are proving successful at providing common disclosure frameworks for pension funds and their asset managers
-
Asset Class Reports
Investment Grade Credit: Market distortions
Regulatory pressures and political uncertainty triggered by the Brexit vote and the election of Donald Trump are creating challenges for investors in global debt markets
-
Features
Fiscal policy? Let the zombies die
The international shift from an emphasis on monetary policy to a focus on fiscal policy is a dangerous diversion. Pumping money into the economy cannot resolve the underlying weaknesses that have long plagued western economies
-
Country Report
Baltic pension funds: The way forward
Harijs Švarcs addresses challenges for Baltic pension funds
-
Special Report
Netherlands: Joint efforts yield results on cost disclosure
Carlo Svaluto Moreolo outlines how Dutch pension funds have changed the way they gather and present information on investment costs
-
Asset Class Reports
Issuance: Opportunity of a lifetime?
Are the ultra-low government-bond yields across the euro-zone a once-in-a-lifetime opportunity for European and US companies to issue debt?
-
Features
Italy's referendum: Always do your homework
The international reaction to the result of the recent Italian referendum on constitutional reform was curious. Voters rejected the reform wholeheartedly, and commentators around the world hailed the result as another victory for populism
-
Country Report
Croatia's pension reform: An uncertain future
The election of a new government has added an element of uncertainty to pension reform
-
Special Report
UK regulator homes in on costs
The issue of fees has been steadily moving to the forefront of regulators’ minds in the UK. Jonathan Williams examines the steps now being taken by the FCA
