Latest from IPE Magazine – Page 206
-
FeaturesIPE Expectations Indicator January 2017
What a difference a month makes. With the previous indicator poll taken days before the US election, this month’s results illustrate how managers have digested markets’ reactions to the outcome
-
Opinion Pieces
Letter from the US: Investors adjust to Trump
Are financial markets too optimistic about the impact of Donald Trump’s administration? That is a big unanswered question in the aftermath of his surprise victory in the presidential election
-
Opinion Pieces
Guest Viewpoint: Cllr Kieran Quinn
“The UK local government pension investment regulations are a step in the right direction”
-
Opinion Pieces
Letter from Brussels: EU focus on tax tricks
There is increasing attention in Brussels on company reporting, taxation and offshore financial centres. The G20 and some OECD countries have demanded country-by-country reporting rules for multinational companies with a turnover over €750m
-
Features
Economic Policies: Pendulum swings towards use of fiscal stimulus
There is at least one respect in which President-elect Donald Trump is thoroughly mainstream. His support for a fiscal stimulus is shared by an increasing number of leaders across the western world
-
News
Amundi acquires Pioneer, seeks to grow European distribution
Deal includes distribution agreement with UniCredit covering three major European markets
-
Features
President Trump
The election of Donald Trump as US president represents a sea-change in politics and for a second time in less than six months, following the UK’s Brexit vote, investors are left unscrambling the implications for markets over various time horizons.
-
Features
Letter from Brussels: Securitisation snared
Legislative efforts to boost European securitisation are facing headwinds. A regulation proposed in September 2015 is still being scrutinised by the European Parliament’s Economic and Monetary Affairs Committee which has suggested over 100 amendments.
-
Special ReportOutlook 2017: Will the great unravelling continue?
If 2017 contains half the shock level of 2016 it will be a momentous year. This year saw not just one but two heavy blows to the established global order
-
Asset Class ReportsInvesting In Hedge Funds: The party continues
Headlines suggest institutional demand for hedge funds is waning. But the facts paint a different picture, finds Carlo Svaluto Moreolo
-
Country ReportPensions in Nordic Region: Iceland - Opportunities abound
Icelandic funds are looking to step up their foreign exposure now that exchange controls are being lifted. But they are in no rush
-
Features
India: All to play for
The signs suggest India is poised for dramatic improvements in its economy. But there are challenges around job-creation, education and manufacturing
-
Features
Discount Rates: Discounting dilemmas
As risk-free rates edge towards zero or below in many regions, questions must be asked about discounting methods, according to Carlo Svaluto Moreolo
-
Features
Back to basics
There is a danger that the investment world could pay too much attention to geopolitics in 2017. Although politics is important, there is a risk its current high profile could obscure more fundamental factors.
-
FeaturesNeuromarketing: Cerebral pension matters
What happens when you put members in an MRI scanner? The Dutch pension provider APG has done just that. Gail Moss outlines how understanding the subconscious and intuitive neural processes that affect decision-making can benefit pension providers and members
-
Country Report
Alternative Financing: Making a private judgement call
Can Nordic pension funds use their experience with private equity to build private debt portfolios? Carlo Svaluto Moreolo reports
-
Special Report
Outlook 2017: Four trends to look out for
Daniel Ben-Ami outlines key factors likely to have an impact on investment performance in the coming year
-
Asset Class Reports
Investing In Hedge Funds: Emerging strategies
Joseph Mariathasan explores the universe of emerging market hedge fund strategies
-
Features
Global Debt: Caution in a world awash in debt
John Bilton, Michael Feser and Stephanie Flanders look at the effect that excessive leverage within the global capital markets can have on long-term economic growth
-
Opinion Pieces
Letter from the US: State boost to pensions
Next year will start with a new initiative in the US pension fund industry – the launch of the first retirement savings plan created by a state for private-sector employees. Washington State is the pioneer with its Small Business Retirement Savings Marketplace, and it will be followed by other states.
