Latest from IPE Magazine – Page 84
-
FeaturesFixed Income, Rates, Currencies: Priming the pump
Although COVID-19 infection rates are falling across many regions, the ‘success’ is more a reflection of lockdown restrictions keeping opportunities for virus spread low.
-
FeaturesAhead of the curve: Alternatives investing in a low-yielding world
Investors hoping to replicate bond-like returns (low to mid-single digit, low volatility and drawdown) are facing an unenviable predicament. How can they generate acceptable, positive returns without simultaneously suffering illiquidity, valuation uncertainty, gap risk, and other hard to quantify risks?
-
-
-
FeaturesIPE Quest Expectations Indicator - March 2021
Vaccination figures are rising steadily, but are still at a relatively low level. The US and UK, both important vaccine producers, lead the field with the EU and Japan lagging. As the speed of vaccination has increased, supplies have become a problem, except in the UK. This has caused bad feelings in the EU to the point where a trade war was threatened. New vaccines are in the regulatory pipeline but market shares have largely already been divided in the developed countries. The discovery of new COVID-19 mutations and their resistance to vaccines are an additional risk.
-
Opinion PiecesInfra must adapt to meet pension goals
Looked at collectively, or even individually, the cashflow needs of Europe’s defined benefit (DB) and hybrid pension schemes are huge and potentially challenging given the scale of income generating assets needed to help service them.
-
Asset Class ReportsValue equities: Dead or alive?
Today’s realities and intangibles have changed the face of value
-
Asset Class ReportsHedge fund performance: 2020, year of the human touch
Diversification is back in favour for hedge funds and those with a downside protection mandate delivered during the crisis
-
Country ReportCountry report – Pensions in Ireland (February 2021)
In 2018, the Irish government published its “Roadmap for Pensions Reform”, which set out plans for a national auto-enrolment system to be implemented for 2022. The implementation of changes has been dogged by delays, with COVID-19 joining the long list of obstacles slowing the country’s pension reform, as we analyse in this report. We also look at how volatile financial markets have impacted funding levels of defined benefit (DB) pension schemes, and explore the potential of the new regulated investment limited partnerships for institutional investors in private assets.
-
Special ReportSpecial Report: European Pension Funds’ COVID Response
We also analyse how public development banks are going beyond their traditional remit, with a focus on post-COVID recovery, tackling climate change and meeting the UN Sustainable Development Goals.
-
Opinion PiecesThe world is approaching an inflection point
Domestic challenges and US political developments have proved such a preoccupation recently that it has been all too easy to miss a key global shift. China’s rise to global prominence has accelerated markedly as a result of the past year’s events.
-
Country ReportA long and winding road
COVID-19 joins the line of obstacles slowing Irish pension reform plans
-
Special ReportOn the record: The path to recovery
Six major pension investors chart the risks and opportunities ahead as the world moves into a recovery phase
-
Asset Class ReportsHedge funds and distressed debt: Competition for assets will be fierce
Hedge funds will have to compete with private equity and credit funds for distressed opportunities following the pandemic
-
Opinion PiecesCOVID-19 barely tested the financial system
The financial system seems to have coped well with COVID-19. This is despite the repeated recent warnings about a build-up of systemic risk. In turn this has been linked to the abundance of cheap debt and the growth of the asset management industry.
-
Country ReportDB funding: Small rise in funding levels
Volatile financial markets continue to cause significant headaches for pension schemes
-
Special ReportDevelopment banks evolve
Development banks are going beyond their traditional economic remit to embrace tackling climate change and meeting the UN’s Sustainable Development Goals
-
Opinion Pieces‘Close contact’ needed amid pandemic
Multiple lockdown restrictions have brought about a simpler way of working for some – remotely from home for most – but for institutional investors it also meant coming up with strategic models that could maintain the quality of asset managers’ due diligence – existing or potential.
-
Country ReportIAPF view: Positive aspects in a year of upheaval
There are signs that a significant movement towards pensions reform in Ireland could take place this year
-
Country ReportHigh hopes for new ILP Act
The new types of funds should be the vehicle of choice for investment in private assets
