Latest from IPE Magazine – Page 224
-
Features
Asset Allocation: The big picture
As 2016 opened, the fate of emerging market assets was tied to fears of renminbi devaluation and the collapse in commodity prices. Now market focus has moved, and with a bounce in commodities it is Chinese economic news, as well as the ever-important Fed pronouncements, that determine mood.
-
Features
Ahead of the Curve: There’s gold in currency trading
Christopher Cruden makes the case for investing in gold by treating it as a major currency
-
Features
Focus Group: Anxieties over Brexit effects
More than 70% of respondents to this month’s Focus Group on the possible British exit (Brexit) from the EU say that the European economy would be worse off if the UK votes to leave in this month’s referendum.
-
Features
Diary of an Investor: It’s the way you say it
Wasserdicht’s Dutch pension fund is looking to improve the way it communicates with members. Or as Rolf, our chairman of trustees, puts it, the way we talk about bad news
-
Features
BlackRock dominates as LGIM joins 10 largest managers
BlackRock continues to dominate the asset management world, managing a third more in assets than Vanguard, the second largest manager (€4.398trn to €3.091trn), according to the 2016 IPE Top 400 Asset Managers survey.
-
Features
ESG: The circle of life
Susanna Rust delves into the circular economy and why it matters for long-term institutional investors
-
Opinion Pieces
Letter from Brussels: Tax targeting continues
Pressure to clean up the financial sector has led to copious legislation from Brussels.
-
Opinion Pieces
Letter from the US: No clarity on hedgies
Not all pension funds are abandoning hedge funds. And the ones that are could be making the same mistake that investors often make – basing decisions on the past.
-
Opinion Pieces
Guest Viewpoint: Alfred Gohdes - Willis Towers Watson
“The cost for a German young person to provide for a pension has roughly tripled since 2008”
-
Special Report
Top 400: Productivity - Improving the wider economy
The asset management industry should focus more on long-term value creation, says Andrew Ninian
-
Special Report
Top 400: Investor Trust - Overcoming the trust deficit
Paul Smith argues that investment managers have a responsibility to be good fiduciary managers and ethical participants in the financial markets
-
Features
Up the knowledge curve
Public understanding of long-term investment can be limited. Repeated exercises in the Netherlands have shown that when pension fund members are asked about their investment-risk tolerance, they say they want a higher return and no risk
-
Country ReportPensions In Switzerland: Caught in an impasse
Swiss pension funds are still coming to terms with negative bond yields and uncertainty over the strength of the Swiss franc. Daniel Ben-Ami examines the considerable challenges they face
-
Country Report
Pensions In France: Change of tack on pensions
French supplementary pension funds are to be freed from the capital requirements of Solvency II and brought under the IORP regime, writes Susanna Rust
-
Special Report
Special Report: A new energy economy
While it is reasonable to predict that the oil price will rebound in the second half of 2016, the collapse of the commodity that began in 2014 leaves a mark in investors’ consciousness
-
Features
Proxy access: Flexing muscles
Big US public pension plans want listed companies to include shareholders’ director nominees in company proxy statements
-
Asset Class Reports
Investing In Private Equity: Megafund magnets
While there is a great deal of activity in the private equity market, the big inflows of investment are mainly going to the large funds
-
Special Report
Special Report Credit: Avoid the flashpoints
Spreads and liquidity are two current (and seemingly perennial) concerns for investors navigating their way along the credit spectrum. To add to that, investors are now assessing the effect of the ECB’s announcement that it will extend asset purchases to investment-grade bonds
-
Special Report
Driven by innovation
Perhaps no instruments reflect the diversity and innovation of the financial sector better than exchange-traded funds (ETFs). They are also now a firm fixture of pension fund investing, embraced by 37% of European institutional investors, as EDHEC-Risk’s latest survey shows.
-
Features
Economics trumps demographics
The challenges facing Swiss pension funds owe more to economics and less to demography than is generally realised.
