Latest from IPE Magazine – Page 212
-
Special Report
German Asset Management: In the face of headwinds
Never before has the German institutional asset management industry faced headwinds such as those currently confronting it, writes Clemens Schuerhoff
-
Special Report
Corporate Bonds: Investment-grade boost
Central bank action in the UK and euro-zone has boosted the investment-grade corporate bond market. Lynn Strongin Dodds examines whether this can continue
-
Special Report
High Yield: A risk worth taking
Despite the inherent risks, pension funds are looking to high-yield debt and syndicated loans in their search for above-average returns, as Anthony Harrington explains
-
Special Report
Emerging debt attractions
Institutional investors have under-invested in emerging market corporate debt so far, but Joseph Mariathasan finds the asset class’s attractive fundamentals mean this may change soon
-
Special Report
UK embraces multi-asset
While multi-asset fixed income strategies have been popular in the UK for some time, European investors are only just beginning to take notice, says Charlotte Moore
-
FeaturesFrom Our Perspective: How transparent?
Gerard van Olphen, CEO of APG, contends that the Dutch pension sector is in denial about the need for transparency. The same accusation could be levelled against pension funds in other places.
-
Features
Returns: Bonds boost interim results
Returns in the low single-digits were common across the northern European pensions landscape in the first half of 2016, as bonds rallied while equities slumped.
-
Opinion Pieces
Long-Term Matters - Addicted to dumb ideas
With the UK retailer Sports Direct in the news, it is worth recalling what one large investor said only 12 months ago
-
Features
Pensions Accounting: Numerology signals
Seventy. Zero. Minus-80. We are probably going to be seeing and hearing a lot about those numbers in the coming weeks. Just as 666 is said to represent The Beast, 70, zero and minus-80 look set to epitomise monster pension deficits and the dawning chasm between IAS 19 scheme deficits and the reality of stewarding a pension scheme.
-
Features
Governance Practices: Between rhetoric and reality
Without behavioural change, recent adaptations in the governance practices of European pension plans merely amount to re-spraying an old car when an entirely new model is needed, according to Sally Bridgeland and Amin Rajan
-
Interviews
On the Record: What is the role of equities in your portfolio?
Three pension funds - Inarcassa, Publica and Santander UK Group Pension Scheme Common Fund - discuss the equities balance
-
Features
Nordic Asset Allocation: Finding the answers from within
The increased use of internal investment resources by Nordic investors is a challenge for asset managers, according to Albert Løchte Jensen
-
FeaturesHow we run our money: HeidelbergCement
Marc Boone of HeidelbergCement explains why the group’s approach to running its many pensions schemes is like sailing a fleet of ships
-
Asset Class Reports
Equity Dividends: Default risk changes landscape
The prospect of government defaults should lead pension schemes to review their approach to liability-driven investment
-
Features
Value Chain: A price worth paying
A better investment value chain would involve lower short-term profitability for providers in return for greater long-term sustainability of relationships, according to Tim Hodgson
-
Features
Hedge Funds: Seeding to enhance returns
Institutional investors face challenging allocation decisions in the current low-yield environment. Mark de Klerk explores how seeding could enhance returns of a hedge fund allocation
-
FeaturesESG: Green bonds get G20 boost
The green bond market has had a strong run in the wake of the December 2015 Paris climate-change agreement
-
Features
Asset Allocation: The big picture
Eight years since the banking system threatened collapse, financial markets are still dominated by central banks. Though macro fundamentals, and geopolitics, still have the capacity to influence flows, interest rates are largely being driven by the central banks’ actions.
-
Features
Ahead of the Curve: Time to embrace robots?
Robotics and automation are no longer sci-fi, they are a fast-growing and profitable sector, say Johan Van Der Biest and Rudi Van den Eynde
-
Features
Focus Group: Too much debt around
Just over half of the respondents to this month’s focus group are restructuring, or planning to restructure, their fixed-income portfolio. Of these, 10 are moving towards a more active management.
