Latest from IPE Magazine – Page 34

  • John Scott_ Pew Charitable
    Opinion Pieces

    US: state enrolment systems gain traction

    June 2023 (Magazine)

    There are signs that the US state-facilitated retirement savings plans are starting to have a positive impact on both the creation and uptake of private pension plans.

  • Hall Marisa
    Opinion Pieces

    Guest viewpoint: Standardised data on diversity and inclusion will help team development

    June 2023 (Magazine)

    Promoting inclusiveness and diversity in organisations is key to discovering their human capital potential. But fostering a culture of continuous improvement is critical if this is to be fully realised. 

  • Carlo Svaluto Moreolo
    Opinion Pieces

    Do not blame institutions for taking risks

    June 2023 (Magazine)

    Alecta, the SEK1.19trn (€105bn) institution that manages the Swedish ITP private-sector pension scheme, is being probed by Swedish regulators for the €1.9bn capital loss it experienced earlier this year, as the three US regional banks it invested in – Silicon Valley Bank, Signature Bank and First Republic Bank – collapsed. The institution reacted by firing its influential CEO Magnus Billing. 

  • June Timo.AW.
    Interviews

    Finland's VER: The strategy to secure government pensions

    June 2023 (Magazine)

    Timo Löyttyniemi (pictured), CEO of the buffer fund supporting Finnish government employees’ pensions, talks to Carlo Svaluto Moreolo about its investment strategy 

  • APRA Statistics
    Opinion Pieces

    Australia: volatility stirs valuations debate

    June 2023 (Magazine)

    As a disconnect in the valuation of listed and unlisted assets widens in today’s volatile markets, the torchlight is again being trained on Australia’s guardians of retirement savings.

  • Sue Lloyd
    Features

    Accounting: the road to global applicability for sustainability standards

    June 2023 (Magazine)

    The Sustainability Accounting Standards Board (SASB) has long been a vanguard of sustainability-related financial disclosure standards. But the global applicability of the standards has remained a focal point for discussion. In response, the International Sustainability Standards Board (ISSB) has launched a project called International Applicability of the SASB Standards to take on the challenge.  

  • Seda Peksevim
    Features

    Career development: Reaching to the next generation in pensions

    June 2023 (Magazine)

    Pensions can be seen as a dry industry, but an array of initiatives is seeking to support younger professionals

  • Aylott Dan Cambridge
    Features

    Private equity firms vie for scarce institutional capital

    June 2023 (Magazine)

    Private equity needs to prove its ability to adapt to a vastly changed investment landscape to remain an attractive asset class for limited partners (LPs) such as pension funds and insurance groups.

  • S&P Capital IQ
    Features

    Fixed income, rates & currency: Strong labour markets surprise

    June 2023 (Magazine)

    Global purchasing managers’ index (PMI) data, which measures the state of the US economy, has been mostly strong, although manufacturing indices have been considerably weaker than services, perhaps reflecting their greater sensitivity to higher interest rates.

  • Wu Harry Bfinance
    Features

    Ahead of the curve: The rise of multi-manager models for alternative investing

    June 2023 (Magazine)

    Fifteen years after the ‘global financial crisis’, multi-manager strategies for alternative investing have not only shaken off their tarnished reputation but have evolved 

  • QONTIGO RISKWATCH
    Features

    Qontigo Riskwatch – June 2023

    June 2023 (Magazine)

    *Data as of 28 April 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants

  • Virtu Global graphs
    Features

    Virtu Global Tradewatch – June 2023

    June 2023 (Magazine)

    April 2023 data through to 13 May 2023

  • IPE Quest expectations indicator
    Features

    IPE Quest Expectations Indicator: June 2023

    June 2023 (Magazine)

    Continued loud bickering between the Wagner Group and the Russian army is protecting Putin from both, worsening the outlook for peace, while there are multiple signs that military supplies are approaching exhaustion. The coalition supporting Ukraine is stronger than ever, showing increasing willingness to provide military aircraft. Yet the offensive expected in February has not started. In the US, Florida governor Ron DeSantis is damaging his position with an unproductive row with Disney, while Trump has moved closer to a prison term. Gas consumption in the EU is falling faster than expected, due to efficiencies like heat pumps, changeover to electricity and solar panels. Macron scored nicely by sponsoring the participation of Zelensky at the Hiroshima G7; Sunak failed to centre political attention on China.  

  • London including 22 Bishopsgate (photo by Edmund Sumner)
    Country Report

    Country Report – Pensions in UK (May 2023)

    May 2023 (Magazine)

    UK pensions are at a crucial juncture. The UK Parliament’s inquiry into the LDI crisis of September 2022 shed some light on its causes, but the debate on the role of LDI is alive and well. Meanwhile, regulators including The Pensions Regulator and the Financial Conduct Authority have advised pension schemes on how to make LDI strategies more resilient to shocks. 

  • City of London
    Asset Class Reports

    Portfolio strategy – Fixed income

    May 2023 (Magazine)

    Last year ushered in a new era for global fixed income and credit markets. It was the worst, in terms of returns, for bond investors in years, but it signalled a regime change. Investors need to be prepared for structurally higher inflation and rates, as well as higher volatility. But for fixed income managers, this is an environment where value is easier to find. Our report looks at this new beginning for fixed income investors, and at how selectivity has become key in the high yield and loan markets.

  • Kate Hollis
    Asset Class Reports

    Fixed income – New beginning for bond investors

    May 2023 (Magazine)

    A painful 2022 for fixed income means attractive opportunities and a possible normalisation in risk and return

  • Liquidity in UK Gilts worsened significantly in Q3 2022
    Country Report

    UK: A review of the LDI debacle

    May 2023 (Magazine)

    The UK Parliamentary inquiry into the LDI crisis has shed light on its causes, but the debate over the lessons learned for the UK DB industry is far from over 

  • Van Lanschot Kempen
    Country Report

    UK: to barbell or not to barbell?

    May 2023 (Magazine)

    In the new world of lower LDI leverage, trustees must choose between maintaining hedging or diversification 

  • Fiona Hagdrup
    Asset Class Reports

    Fixed income – A year for selectivity in high yield and loans

    May 2023 (Magazine)

    Patience might prove the be the watchword for the rest of 2023 in high yield

  • Lord Mayor photo
    Country Report

    UK: Can the country turn a flawed investment ecosytem around?

    May 2023 (Magazine)

    Decades of complex legislation has fuelled many unanticipated consequences, which has seen pension funds invest less in riskier listed equities and illiquid assets