Latest from IPE Magazine – Page 85
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FeaturesPerspective: Targeting net zero
Ambitious ‘net-zero’ carbon reduction goals are the latest in the evolution of asset owners’ engagement with climate change
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InterviewsHow we run our money: Local Pensions Partnership
Chris Rule (pictured), CEO of the £19.7bn Local Pensions Partnership (LPP), speaks to Carlo Svaluto Moreolo about building an in-house investment management outfit
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Opinion PiecesLetter from Australia: Early access genie escapes the bottle
In March 2020, as the Australian economy went into COVID-19 lockdown the government unlocked the national superannuation pool, seeking to ease the financial stress on individuals.
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Opinion PiecesLetter from US: HSAs set to build on popularity
The Health Savings Account (HSA) is becoming increasingly popular as a retirement savings vehicle in the US. The new Biden presidency and the now Democrat controlled Congress are likely to accentuate this trend in 2021 and beyond.
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FeaturesStrategically Speaking: Mondrian Investment Partners
Clive Gillmore is a rarity nowadays among asset management CEOs in that he is keen to discuss what he sees as the difficult moral choices embodied in ESG investment
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FeaturesThe pandemic end-game
Overcoming COVID-19 and ensuring no recurrence is proving to be a formidable challenge for the global economy. The worst may still lie ahead. Even health systems in developed markets are creaking at the seams with the second and third waves of the pandemic. More transmissible mutations of the virus are making the task even harder.
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Features
Accounting Matters: Auditing the auditors
There is widespread consensus that the audit sector is not fulfilling its potential, and that previous attempts at reform have been ineffective. As the impact of high quality audit goes far beyond the boardroom, when pension funds rely on audited financial statements for their capital allocation decisions, it is ultimately their individual members’ capital that is at risk.
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FeaturesLong-term matters: Stop investing in autocracy
Europeans observing the US ‘near miss’ constitutional crisis have a choice – be spectators or show responsibility
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Opinion PiecesGuest viewpoint: David Neal, IFM Investors
While COVID-19 continues to hit the global economy, governments are looking to infrastructure as a way to create future employment and sustain the eventual economic recovery
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FeaturesBriefing: Active ways to prosper in EMs
On the battlefield on which active managers fought their passive enemies for investors’ custom, there was one patch of higher ground that seemed easier to defend – emerging market equities.
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FeaturesBriefing: The sum of all fears
Three years on from the onset of MiFID II, market participants, governments and regulators are assessing its outcomes and considering adjustments.
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FeaturesBriefing: Tide turning for ESG fixed-income
The supply of ESG-aligned bonds is increasingly underpinned by regulatory pressures and client demand for products targeting non-financial objectives. As the investable universe grows, so the number of funds and assets will increasingly find their way towards fixed-income ESG solutions. However, to strike the right balance between financial and non-financial returns investors should look for ESG-authentic leaders with good risk-return capabilities
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FeaturesFixed Income, Rates, Currencies: Same again in 2021?
The relief from the farewells to 2020, and welcoming a Brexit trade deal, has waned in the face of rising COVID-19 infection rates. There have also been further lockdowns across swathes of Northern Europe as well as in Japan, Thailand, and South Africa to name a few. The vaccine-generated light at the end of the tunnel which appeared last year, seems rather distant, and possibly dimmer too.
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FeaturesAhead of the curve: Has the period of painless diversification ended?
With interest rates falling to historical lows the reality of a new financial landscape is confronting investors. It is one where the typical relationships between assets has come into question. In addition, basic ideas around diversification and portfolio construction no longer seem to match with the available investment opportunities.
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FeaturesIPE Quest Expectations Indicator - February 2021
Interest has shifted from contamination and mortality data to vaccination figures. In this field, the US and UK are doing well, while the EU and Japan are lagging. Political risk is perceived to have gone. Donald Trump’s tendency to self-destruct is creating opportunities for the Republican Party to heal while Democrats are preparing an economic support package.
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Opinion PiecesSocial purpose: the new dimension
Investors’ attention turned to human capital issues in 2020 as COVID-19 took hold – including the treatment of staff and other stakeholders, as well as dividend policy and executive pay in cases where companies have received taxpayer support.upport.
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Country ReportCEE – Poland: Auto-enrolment limps to the finishing line
Lack of trust underpins poor take-up of new plans
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Asset Class ReportsAsset class report – Investment grade credit
The US credit market is heading for change under new President Joe Biden’s administration
