Latest from IPE Magazine – Page 260
-
Special Report
Convertibles and Solvency II: Commentary
Nicolas Delrue argues that mixing convertible bonds with equities preserves equity upside exposure with lower downside risk
-
Features
Asset Allocation: The big picture
As the US economy continues to recover, the hour when the Fed starts to tighten is approaching
-
Features
Trading liquidity for yield
Investing in illiquid, private debt markets is undeniably hard work but the rewards can be significant diversification and improved risk-adjusted return
-
Features
Focus Group: Regulatory overkill
Twenty-three of the pension funds polled for this month’s Focus Group survey find their regulators’ approach affects their investment strategy.
-
Features
Diary of an Investor: The conference calls
Unlike my friend Eddie, I am not a devotee of the conference scene but I do enjoy a good debate, writes Pieter Mullen
-
Opinion Pieces
Guest viewpoint: Karel Lannoo - Centre for European Policy Studies
Despite years of harmonising regulation and a single currency, Europe’s capital markets remain fragmented
-
Opinion Pieces
Letter from Brussels: Uphill battle for CMU
There is enthusiasm for the EU’s capital market union (CMU) project. However, it faces prodigious obstacles in achieving its 2019 deadline.
-
Opinion Pieces
Letter from the US: Move to put clients first
Who will manage the new My Retirement Account (MyRA) pension savings vehicle? This is a big question for the US pension fund industry now that President Barack Obama has created the new programme.
-
Special Report
GDP-linked sovereign bonds: Would investors buy them?
Some emerging markets have experimented with GDP-linked sovereign borrowing, and the Greek finance minister is the latest to discuss the idea. We ask whether investors would buy it
-
Special Report
Convertible bonds: key lessons from 150 years of issuance
Beat Thoma outlines some of the key lessons from 150 years of convertible bond issuance
-
Features
Asset allocation: Where next?
Against the current economic backdrop, trustees and investment committees are unsure which sources of return they should allocate capital to, Liam Kennedy writes
-
Features
PFPP survey: Delivery against objectives
In the first in a series of articles analysing the most recent reporting output of the Pension Fund Perceptions Programme, we assess how pension funds perceive their managers
-
Features
Regulation roundup: Europe’s changing pensions
Overview of main regulatory and legislative developments affecting workplace pensions across Europe
-
Country Report
Dutch pensions policy: In the balance
The national debate on the future of the Dutch pensions system is now over – Carlo Svaluto Moreolo sifts opinions as the broad outline of a new system slowly takes shape
-
Special Report
Consultants and pension funds: When disagreements arise
Legal disputes between pension funds and their advisers are surprisingly rare – but, as Sally Ling discovers, this does not mean disagreements never arise
-
Special ReportSmart beta: equities and beyond
As soon as one starts edging out of traditional asset classes, identifying market beta – let alone the ‘smart’ version –becomes more and more difficult
-
Asset Class Reports
Cheap oil and weak euro: Impact on European equities
Joseph Mariathasan considers the likely effects of dramatically cheaper oil and a weak euro on European earnings and equity market prices
-
Features
Asset Allocation: Fixed income, Rates, Currencies - The big picture
Getting the big picture right always helps and sometimes it makes subsequent investment decision-making blindingly obvious. But so often there seem to be diametrically opposed eventualities, with ambiguity everywhere. The dramatic fall in the oil price, for example, is creating plenty of puzzlement.
-
Features
Equity buy-write strategies: A bridge into the equity world for the yield-starved
David Turner explores the potential of ‘buy-writing’ as equity-income enhancer and bonds proxy
-
Features
OECD research: A focus on long-term opportunities
The OECD’s recent survey of large pension funds shows that despite increased interest in alternative investments, there has been less traction in areas like direct infrastructure.
