Latest from IPE Magazine – Page 73
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Opinion PiecesNorway SWF’s net-zero plans under scrutiny
Last month the Norwegian sovereign wealth fund – Government Pension Fund Global – was reprimanded by several industry experts and economists for not having yet joined the United Nations-convened Net Zero Asset Owner Alliance.
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InterviewsInterview: Mats Andersson – French honour for Swedish pioneer
AP4 former CEO Mats Andersson was awarded the Légion d’Honneur at the French Embassy in Stockholm this summer – an accolade that made the international nature of his achievements plain
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InterviewsOn the record: Aiming for carbon neutrality
Two Nordic pension funds discuss their ambitious climate transition strategies
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Special ReportIceland: Pension reform hits the doldrums
Major review brought to a halt by concerns about insufficient consultation and criticisms of some proposed changes
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FeaturesPerspective - After Merkel: in search of a new model for pensions
Germany’s new government will feel the pressure to transform the pension system. Some parties have embraced new funded concepts and have put forward credible ideas
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FeaturesResearch: Engagement key to navigate the raft of social complications
Simon Klein and Amin Rajan find investors are opting for more social-related investing
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Opinion PiecesGuest Viewpoint: Amlan Roy - Changing mindsets on demography is vital
Recent news headlines have warned about the implications of current and projected population growth declines. This article provides perspective on impending demographic changes and their manifold implications
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Features
Pensions Insider: Improve your effectiveness by joining the inner circle
In the third of a series of articles aimed at empowering trustees, our insider outlines the importance of patience and networks in complex, illiquid transactions
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FeaturesBriefing: The sustainability missing link
Love him or loathe him, no one can doubt that Tesla CEO Elon Musk has a penchant for self-publicity and a talent for disruption in industries from automobiles to space. He has lately taken an interest in the metals and mining sector. In June, he tweeted that he would provide a “giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way”.
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FeaturesBriefing: Why gold is different
Why does gold behave so differently from industrial metals and, indeed, most commodities in general? Despite the obvious contrasts – such as its shininess and its use in jewellery – it is not immediately clear why this should be the case.
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FeaturesFixed income, rates, currencies: Market signals cloud the picture
From preliminary data, Europe’s second-quarter growth appears to have been surprisingly strong, seemingly led by services, such as strong retail sales. Supply-side problems are still constraining the goods sector generally, hitting the German economy especially, with industrial production falling more than one percentage point over the second quarter.
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FeaturesAhead of the curve: Will rising rates see value stocks win?
There is growing global anticipation that central banks are likely to increase short-term rates. The spectre of inflationary pressure on longer-term rates looms large. What does this mean for value and growth stocks? Value might be expected to come up top and growth to lose out. But this is not the whole story. We examined stock returns during several historical periods of rate increases in the US and UK to see which factor would ultimately come out on top, and when.
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FeaturesIPE Quest Expectations Indicator - September 2021
The delta variant has caused a new COVID-19 wave in many places but it is different in character from previous ones. New hospital admissions are typically from among the unvaccinated. The average age of COVID patients has also come down significantly. In western Europe, the current wave seems largely under control, albeit at higher levels in the old EU member states.
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Special ReportIreland: Counting the cost of new rules
Ireland has finally transposed the European Union’s IORP II directive – but there is a long and potentially expensive path ahead to full implementation
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Special ReportItaly: Reform season lies ahead
Italian policymakers are discussing further changes to the pension system but are reluctant to address the fundamental problems
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Special ReportNetherlands: What a difference a year can make
Dutch pension funds funding ratios have made dramatic recovery over the past 12 months
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Special ReportNorway: Moves to boost occupational pension payouts
Government proposals seek to strengthen right to pensions for all workers and maximise returns from schemes
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Special ReportPortugal: Social security fund targeted as COVID bites
Many retirees continue to receive pensions below the poverty line as Portugal continues to turn grey
