Latest from IPE Magazine – Page 60
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Features
Accounting: IASB’s sustainability challenges
Thinking back to 2007, pensions was the spectre at just about every feast when it came to the work of the International Accounting Standards Board (IASB), not least because of the push to persuade the US to adopt International Financial Reporting Standards (IFRS).
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FeaturesPerspective: La dolce pensione
Italy may be on the verge of overhauling its pension system, but there are signs the reform project lacks ambition
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FeaturesResearch: Operational challenges for investors
A new study on operational and informational efficiency highlights the challenges for smaller funds
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Opinion PiecesGuest Viewpoint: Is Europe on track to become sovereign?
The Next Generation EU (NGEU) programme is designed to speed up the EU recovery and spur growth over the medium and long term. More importantly, it represents a unique opportunity to lay the foundations of a deep and liquid European safe asset.
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Features
Briefing – ESG data: material innovations
As environmental, social and governance (ESG) considerations have risen in importance among investors in recent years, so the subject of data quality has become an essential issue.
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FeaturesStrategically speaking: Eyes on the next frontier
“Riddle me this,” asks Yves Choueifaty, founder, president and CIO of French asset manager TOBAM. “Why would 70 people who are not TOBAM employees be at our Paris headquarters today?”
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FeaturesFixed income, rates, currencies: COVID starts to lose grip on GDP
COVID’s huge influence on all our lives, whether through disruption of global supply chains or threats of lockdowns in the face of soaring infection rates, was reasonably constant throughout 2021. However, it now appears that GDP numbers have become generally less sensitive to COVID infection rates than they were, say, 18 months ago, with high vaccination rates (certainly across developed markets), and an awareness from politicians that the public’s willingness to comply with lockdowns may be waning fast.
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FeaturesAhead of the curve: The rise of altcoins and potential institutional adoption
It is interesting to sit between traditional investors and the crypto-native communities: one has just started on the Bitcoin adoption curve while the other might already consider Bitcoin to be a ‘boomer coin’.
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FeaturesIPE Quest Expectations Indicator - February 2022
Wait and see
Omicron surprised a world that thought COVID was almost over. Infections shot up in the EU, UK and US, reaching all-time highs, especially in France. However, while absolute levels remain high, the curves have turned and panic is abating. Death rates were little affected. -
Country ReportCountry Report – Pensions in Central & Eastern Europe (January 2022)
A combination of poor policy decisions and conservative asset allocations have conspired to stifle the development of supplementary pensions in the CEE region since the widespread adoption of the World Bank’s three-pillar model in the 1990s, as IPE Editor Liam Kennedy writes in this issue.
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Special ReportSpecial Report – Sustainability & reporting
Increasing levels of ESG investing require greater transparency across the value chain, not least from companies. Enter the International Sustainability Accounting Standards Board, which will take shape this year and which is currently recruiting 11 inaugural board members.
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Asset Class ReportsPortfolio Strategy – Fixed income report
As the earnings season gets under way in early January, we look at 2021’s bumper level of bank debt issuance, in particular from Bank of America, JP Morgan and Citigroup, which have all recorded big increases in deposits. Banks look set to benefit from rising rates this year, but also from their historically large capital buffers, diverse funding levels and central bank liquidity backstops and offer attractive valuations.
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Country ReportM&A reshapes CEE pensions market
Some European insurance groups are retreating from the CEE region, while others are snapping up assets. All this is reshaping pillar-two pensions
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Special ReportISSB: A new body for sustainability standards
As it comes to life, the new International Sustainability Standards Board faces a complex path towards harmonisation of fragmented frameworks
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Asset Class ReportsUS banks lead a boom in debt issuance
Capital requirements and locking in cheap funding have prompted banks to issue more bonds, but Europe lags behind
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Country ReportPoland’s slow start on pensions
Poland’s automatic enrolment programme continues to suffer from an endemic lack of trust
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Opinion PiecesViewpoint: Transparency is set to transform ESG reporting
Three things to keep in mind as the International Sustainability Standards Board starts work on sustainability standards
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Asset Class ReportsThe green bond imperative
A deepening pool of green bond issuance is allowing investors to direct capital towards objectives like energy transition
