Latest from IPE Magazine – Page 204
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Country Report
Pensions In Italy: Saving the banking system
Italian pension funds are evaluating investment in Fondo Atlante, the banking sector rescue fund. But there are potentially more attractive alternatives, writes Maria Teresa Cometto
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Special Report
Asset Allocation: Matters of perspective
There is still a role for risk parity strategies, finds Emma Cusworth, provided pension funds take a long-term view
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Special Report
Securities lending squeezed
Anthony Harrington discusses the effects of the Basel III capital adequacy regulations on the securities lending business
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Special Report
ATP: Rebalancing the risk diet
Denmark’s supplementary labour market pension fund has revamped the risk-based investment strategy it applies to its investment portfolio
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Asset Class Reports
US Equities: Tech gorillas prevail
The big five tech companies look likely to offer some good returns at least for the next decade or two. But deciding when to buy them might not be so easy
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Country Report
Casse di Previdenza: First pillar left out to dry
The proposed new asset allocation framework for Italy’s first-pillar funds contains several controversial measures
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Interviews
Strategically speaking: Aviva Investors
At Standard Life Investments, Euan Munro broke the mould in two ways as the founder of the Global Absolute Return Strategy (GARS) fund
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Special Report
Interview: Edward Qian
Christopher O’Dea speaks to Edward Qian, the man who coined the term risk parity and who says it should be adopted at plan level
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Asset Class Reports
US Equities: Oil & Gas - Fuel for thought
After a period of high volatility, the recent rally in the global energy sector has brought some hope but the question is whether the rebound is the result of sentiment or a symptom of fundamental change
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Country Report
Pensions In Italy: Regulation - A system in flux
Changing regulation on fiscal and investment matters never ceases to be a challenge for pension funds
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Asset Class Reports
Sensitivity of selected US equity funds to macro factors
Sensitivity of selected US equity funds to macro factors
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FeaturesIPE Expectations Indicator July 2016
During the survey period, managers experienced a different environment than during the two prior months. The dollar reversed its weakening trend, and commodity prices diverged as oil prices rose, metals’ declined, and coming screaming to the forefront of geopolitical headlines was the Brexit vote.
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Features
From Our Perspective: Matters of culture
In Garrison Keillor’s fictional Lake Wobegon, not only are all the women strong and all the men good looking, but all the children are above average
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Features
Norwegian Government Pension Fund Global: Fund urged to help foster tax transparency
As a small country in charge of a not-so-small sovereign wealth fund, it is hardly surprising that the NOK7.1trn Government Pension Fund Global’s power for good or bad causes some level of anxiety in Norway
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Opinion Pieces
Long-Term Matters: A world (nearly) on fire
The passion of the Brexiters, Donald Trump supporters and the far right in many countries is a wake-up call for those who think that all is well with globalisation.
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Opinion Pieces
Letter from Brussels: Posted worker woes
It will not be the first time that proposed revisions to EU rules affecting finance and pensions get stuck in a logjam between interests groups
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Opinion Pieces
Letter from the US: De-risking threatened
Corporate America is looking at the impact of the Pundt, Edward vs Verizon Communications case after the Supreme Court awarded victory to the retirees
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Features
Exit Interview: Shier looks back on a labour of love
Philip Shier is what they call an industry veteran. An actuary by trade, he will be retiring from Aon Hewitt at the end of July after more than 30 years at the consultancy. The move follows another significant departure this year for Shier.
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Opinion Pieces
Guest Viewpoint: Dan Waters - ICI Global
“Easier, cheaper fund distribution would help build stronger capital markets”
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Features
Asset Allocation: The big picture
While geopolitics and plain vanilla politics have been exerting huge influences on markets as we head towards summer, the macro news has continued to range from lacklustre to disappointingly poor
