Latest from IPE Magazine – Page 259
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Special Report
Convertible bond valuations remain attractive
Subdued volatility has taken the options within convertible bonds down to very attractive valuations
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Country Report
Spezialfonds: A boost for the sector
Hans-Jürgen Dannheisig and Clemens Schuerhoff assess drivers in the German Spezialfonds business and changes in the asset management industry
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Special Report
Convertible bond performance: Best of both worlds
The hybrid characteristics of convertible securities provide strategic benefits through economic cycles
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Special Report
Convertibles and Solvency II: Preaching to the unconverted
Joseph Mariathasan asks whether convertible bonds might offer Solvency II-regulated investors some equity upside with a limited capital charge
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Features
Cashing out
This is the last leader column I will write for IPE, ending six years as its investment editor
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Features
Regulatory bottleneck
Perhaps the true long-lasting legacy of the 2008-09 financial crisis is a heightened focus on regulation. Although the crisis itself was not sparked by pension funds, they are all too affected by the new wave of rules generated by those events.
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Features
From our perspective: A meeting of minds?
Germany is the undisputed political and economic leader of Europe and the euro-zone but it has been notably less proactive on pensions
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Features
2014 Returns: Tomorrow’s returns today
Pension investors generally saw strong returns over the course of 2014 but for many it will be a one-off boost at the expense of growth in 2015.
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Features
NAPF Conference Report: The grand European plan
The language coming out of Brussels in the first three months of 2015 has centred heavily on the Capital Markets Union (CMU). At this year’s NAPF Investment Conference, in Edinburgh, the European Commission was nothing if not on-message.
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FeaturesAuto-protection: More than one way to skin a cat
This month, the UK defined contribution sector opens its doors to new freedoms
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Features
Dutch Regulation: Dutch central bank bares its teeth
It certainly set tongues wagging in the Dutch pensions industry – De Nederlandsche Bank (DNB), the financial regulator, declared Joanne de Graaff, a professional trustee, “unfit” for duty
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Opinion Pieces
Long-term Matters: Dear Finance Minister
In March 2015, leading investment consultants gathered at the residence of a leading UK financier to discuss dangerous climate risk. This is a hypothetical letter from one of the participants.
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Interviews
On the Record: How does regulation affect your activities?
This month three pension funds explain how the changing regulatory landscape affects their activities
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Features
Germany & Austria: Is choice an option for scheme members?
The ongoing shift towards DC pensions and increased member options results in a culture of inertia
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FeaturesHow we run our money: Linde Group
Christoph Schlegel, head of pension investments at Linde, outlines his fund’s economic scenario planning and dynamic investment approach
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Features
Corporate bonds for the long run
The post-crisis world of bond investing is favouring the ‘new’ old-fashioned approach known as buy-and-maintain credit
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Features
Has active share already had its day?
Joseph Mezrich presents research suggesting the much-hyped ‘active share’ measure may have helped select good stock pickers only before 2004
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Features
Active share is no panacea
Andrea Frazzini, Jacques Friedman and Lukasz Pomorski question whether there is any evidence to show that active share predicts active managers’ relative performance
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FeaturesWater: Trickle-down value
Jonathan Williams looks at disclosure of water risk and why asset owners should pay as much attention to it as people do to carbon emissions
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Interviews
Strategically speaking: Kames Capital
Edinburgh-based Aegon Asset Management UK made a nod to its home city when it changed its name to Kames Capital in 2011
