Latest from IPE Magazine – Page 245
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Opinion PiecesLetter from Brussels: Pressure builds on tax havens
Brussels’ financial focus is on aggressive corporate tax planning and the related question of tax havens. This concerns the hedge fund ‘passport’ rights to do business across the EU and compliance of the offshore jurisdictions where they are domiciled to EU norms.
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Special Report
An uncertain path
Daniel Ben-Ami charts the downward path of bond yields over the last 30 years. While the widely anticipated end to this bull market may be imminent, the trajectory is uncertain
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Asset Class Reports
Global Equities: Where is the treasure?
Joseph Mariathasan assesses the outlook for active management in a global equity sector beset by excessive liquidity and volatility
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Features
Long-term views required
For institutional investors with long-term time horizons, equities make a lot of sense, particularly when bond markets appear to be in a government induced bubble
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Special Report
The Kandlbinder Report 2015: Pensions assets continue to spur Spezialfonds expansion
Quality and investment pressure on institutions are playing into the hands of Spezialfonds, according to Till Entzian
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Special Report
Euro-zone Outlook: Buffeted by headwinds
The outlook for Europe’s bond markets cannot be separated from the situation in the wider world, says Caroline Hay
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Special Report
Pension Assets: Measuring the pension world
Pension funds diversify their investments more widely than the average German institutional investor and have restructured their portfolios significantly in recent years
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Special Report
European Credit: Quality please
Lynn Strongin Dodds finds managers cautiously selective on European credit in the face of wider turmoil and a sluggish outlook
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Special Report
Asset Allocation: A need for innovative diffusion
Casper Hammerich outlines key findings on asset allocation and investment trends from conversations with the some of the most influential institutional investors in Germany
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Special Report
UK Outlook: Not cut off, just different
It is important to understand both the similarities and the differences between the UK and the rest of Europe, says Daniel Ben-Ami
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Special Report
US Outlook: Walking a tightrope
The Fed is trying to pull off a record-setting high-wire act – without a safety net, writes Christopher O’Dea
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Special Report
Turning point solutions
Joseph Mariathasan assesses a variety of investment approaches more suited to a changing fixed income environment. Due diligence is required to assess suitability of sometimes unfamiliar strategies
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Special Report
PenSam: Challenges create opportunities
Morten Hemmingsen of PensSam tells Rachel Fixsen about his fund’s changing fixed income priorities
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Features
From our perspective: Back to the future?
IPE’s 18-year history has been one of the expansion of funded pension systems. While countries like France have held out in favour of répartition, others have expanded the development of funded pension systems
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Features
Nordic investors change approach
Market volatility and the pursuit of yield have been a concern for pension funds since the 2008 market crash. But while the end of 2014 saw solid equity returns and fixed income holdings artificially inflated by lower yields, the first six months of 2015 saw markets hit by uncertainty
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Opinion Pieces
Long-Term Matters: Call to voting advisers
For Sir Mark Moody-Stuart, former chairman of Shell and Anglo American, the hopeful thing about climate change today is that big investors are getting engaged.
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Features
Pensions Accounting: A five-year plan
It’s that time again. The International Accounting Standards Board (IASB) has just launched a public consultation on its work plan for the next three years
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Features
Interview: Rolling back the barriers
Liam Kennedy discusses the role of research in institutional investment with Noël Amenc, who stepped down as director of the EDHEC-Risk Institute earlier this year
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Interviews
On the Record: Are you restructuring your fixed income allocation?
Three pension funds - ÄVWL, PP Pension and Sparinstitutens Pensionkassa - talk about their fixed income portflolios
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Features
DC evolution, Netherlands style
A new pension law next year is expected to speed up the move from defined benefit to defined contribution pension schemes that has been taking place in the Netherlands in recent years
