Latest from IPE Magazine – Page 225
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Interviews
On the Record: What is your outlook for 2016?
Three pension funds share their views on the outlook for 2016
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Features
Briefing: Time for TEE?
The UK government is mulling over a massive shake-up of pensions tax relief in a bid to incentivise retirement savings
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Features
Pan-European Funds: DC across borders
Running a single pan-European pension scheme is an attractive idea for employers with staff in more than one country
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FeaturesHow we run our money: Fondo Pensione Priamo
Osvaldo Marinig, chairman of Fondo Pensione Priamo, talks to IPE about how it is building a new asset allocation to manage its high rate of maturity
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Features
ESG: A new reporting paradigm
A new EU directive mandates non-financial corporate disclosures. In light of the Volkswagen emissions scandal, Elisabeth Jeffries finds reason for praise as well as for caution
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Features
Focus Group: Future threats (and delights)
For one-quarter of respondents to this month’s Focus Group, the biggest credible threat to the global economy and financial markets in 2016 is the bursting of quantitative easing-fuelled asset price bubbles. “Inflationary effects can quite suddenly bring markets down, if confidence is lost,” says the CEO of a Dutch fund.
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Features
Diary of an Investor: A different world
Last month I was over in London for a short business trip to visit some credit managers. Before I headed back to the airport I meet up with Thijs, a good friend of mine. Thijs recently moved from his role as CIO of one of the large industry funds in the Netherlands to a big corporate pension fund in the UK.
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Interviews
Strategically speaking: Pictet Asset Management - Starting from scratch
As in other walks of life, things go in and out of fashion in institutional investment. Multi-asset investing is a case in point. Once, a few balanced managers held centre stage in pension fund management in countries like the UK, the Netherlands and Switzerland. Then, in the 1990s and early 2000s, the orthodoxy was for manager diversification using segregated mandates or multi-manager approaches. Faith in the equity market premium was high, as was the thesis espoused by Gary Brinson that asset allocation is the primary driver of portfolio returns, ahead of market timing or stock selection.
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Special Report
Designed for DC
Best practice for defined contribution pensions inevitably involves well-designed default options. Multi-asset approaches are the best fit for most investors but views differ about how to best structure them
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Features
Pensions and shareholders
It is remarkable but perhaps unsurprising how little attention institutional investors pay to the governance of the pension funds of investee companies.
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Country Report
Nordic Region: Denmark - Pension funds transfer season
Danish pension providers have been vying for top talent in a bid to secure the best returns in the current low-interest-rate environment.
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Special Report
Special Report: On the march to China 3.0
It has become commonplace to blame China’s recent financial volatility on its economic slowdown but this view is open to question, says Daniel Ben-Ami
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Special Report
COP21 and Investors: What will Paris deliver?
One month away from the Paris climate change talks, Jonathan Williams asks how likely are investors to be faced with a repeat of the failed summit in Copenhagen.
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Special Report
Special Report: Currency - A dangerously underrated risk
Anthony Harrington finds that investors can easily overlook the foreign exchange risk that comes with investing outside of their own currency area
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Asset Class ReportsEmerging & frontier market equities – A recurring upbeat record
Despite the volatility currently affecting emerging market equities at the moment, emerging markets have suffered periods of volatility in the past followed by rapid recoveries.
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Features
Resist the bubble temptation
It is a safe bet that another financial crisis will be along soon. No doubt that is not something that investment and pensions professionals want to dwell on but it needs to be faced.
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Country ReportAsset Allocation: Revisiting traditional allocations
Casper Hammerich outlines key findings on Nordic asset management trends from Kirstein’s tenth Nordic Investor Survey
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Special Report
Debate: Is a world currency war ahead?
Yes, says Michael Howell, managing director of CrossBorder Capital As the world gets bigger it seems to become ever more volatile. So its financial markets ride an endemic eight or nine rollercoaster with dizzying, white-knuckle peaks occurring in 1972, 1981, 1989, 1998, 2007-08 and now maybe in 2015 too. ...
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Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
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Special Report
Bond bonanza beckons
China’s continuing reforms to open up its fast-growing bond market to foreign investors could make it the largest market yet for global investors, writes Tsering Namgyal
