Latest from IPE Magazine – Page 281
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Country Report
Central & Eastern Europe: Croatia bucks the trend
In contrast with Poland, and despite the poor state of its economy, the EU’s newest member backs second-pillar pensions and is making proactive changes to the system, as Krystyna Krzyzak outlines
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Country Report
Central & Eastern Europe: Worth the long-term risk?
The Polish government is set on its plan to dismantle the second pillar. Krystyna Krzyzak sees grave implications for Poland’s capital markets in the plan, which could also backfire on the government’s plan to reduce the debt burden
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Country Report
Central & Eastern Europe: A temporary pensions raid
Managers of Russia’s non-state pension funds are openly critical of the government’s current reform track, according to Krystyna Krzyzak
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Country Report
Central & Eastern Europe: A progressive step
The Caucasus nation of Armenia has taken a very international approach to setting up a funded second and third pillar, writes Barbara Ottawa
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Country Report
Central & Eastern Europe: Tempered optimism
Latvian pension funds remain cautiously optimistic about their future as the country enters the euro area on 1 January, according to Rachel Fixsen
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Country Report
Central & Eastern Europe: Another odd one out
Romania wants to strengthen its second pillar, according to Barbara Ottawa, bucking a regional trend away from funded pensions
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Special Report
Central & Eastern Europe Investment: Diversity in convergence
If there is one conclusion to draw from our survey of the investment opportunity in Central and Eastern Europe (CEE), it is the importance of acknowledging the diversity of the region.
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Special Report
Central & Eastern Europe Investment: Eastward flows
Emerging Europe is looking ever more attractive to foreign investment flows, writes Daniel Ben-Ami. But should investors look east or south, to manufacturing or to retail?
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Special Report
Central & Eastern Europe Investment: Fundamentally compelling
Despite emerging market turmoil, David Zahn argues that fiscal rectitude and a shared desire to join the euro sustain the investment cases for many eastern European bond markets
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Special ReportCentral & Eastern Europe Investment: The emerging Cinderella
Private market investors remain wary despite the apparent robustness of eastern Europe’s opportunities, writes Jennifer Bollen
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Special ReportCentral & Eastern Europe Investment: The twin peripheries
After years of turmoil, Europe has two groups of reformed economies at its southern and eastern edges. But Charlotte Moore finds that they are not equally-positioned, and both still include countries with deep problems
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Special ReportCentral & Eastern Europe Investment: Latvia: Bounceback economy adopts the euro
Latvia is the eighteenth and newest member of the EU and was the fourth CEE state, after Slovenia, Slovakia and Estonia, to join the euro-zone.
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Special ReportCentral & Eastern Europe Investment: Serbia: Knocking on the EU’s door and attracting ex-EU investment
Serbia is close to opening discussions on EU accession, which has long been a target for the country after the traumatic Yugoslav wars of independence during the 1990s.
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Special ReportCentral & Eastern Europe Investment: Turkey: Growth, but with deficits and political uncertainty
Analysts and asset managers following Turkish markets say the main issues affecting future Turkish risk rating are Fed ‘tapering’, the development of European economies and domestic politics. Turkey is heading towards local elections in March and presidential elections in July 2014. Both will pave the way for general elections scheduled for the summer of 2015.
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Special ReportCentral & Eastern Europe Investment: Lithuania: Euro membership versus Russia’s gravitational pull
Lithuania is tantalisingly close to qualifying for euro-zone membership in 2015. Inflation, which was responsible for the country failing in its 2007 attempt, has been tamed to within the Maastricht level.
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FeaturesEmerging consumer policies
While the bottom of the pyramid is served by microfinance, providing finance products for the growing educated middle class is increasingly important for some investment managers, finds Nina Röhrbein
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FeaturesInsecurities market?
Charlotte Adlung asks whether events such as the attack on Nairobi’s Westgate shopping centre reveal risks to Africa’s compelling economic, consumer and investment stories
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FeaturesMeeting in the middle
The pressure is growing for pension investors to begin divesting from fossil fuel companies, Nina Röhrbein finds
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InterviewsDrawing a virtuous circle
A number of prominent bank-owned asset managers have been put up for sale at various times since 2009 – a process that has not always been straightforward for the banks or the asset managers. Pioneer Investments’ proposed sale by its parent Unicredit was finally called off in April 2011, which allowed it to focus on a new set of strategic priorities.
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Asset Class ReportsEmerging Market Equities: Sailing into headwinds
Top-down forces have been buffeting emerging markets for some years now, exacerbated by the threat of Fed ‘tapering’ in 2013. But Joseph Mariathasan finds these forces translating into stock-market performance and portfolio strategies in complex, often unexpected ways
