Latest from IPE Magazine – Page 87
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Opinion PiecesLetter from US: Don’t anticipate radical reform
The new Joe Biden administration is unlikely to revolutionise US pension plans, but it could broaden the base of workers able to join defined contribution plans such as 401(k)s. It may also cancel recent rules and return to the previous regulations set under Barack Obama.
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FeaturesStrategically Speaking: Hendrik Bartel, TruValue Labs
What makes ESG data providers stand out? For TruValue Labs, the answer is to apply AI and machine learning to thousands of unstructured data sources to enhance ESG investment processes
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Special ReportAccounting Matters - IAS 19: the negative view
Negative interest rates are probably the most daring policy move most of us will ever see. The idea that a borrower is paid to take out a loan, but a saver is penalised for setting aside money for their retirement turns our understanding of the fundamentals of finance on its head. But Europe has had them for more than a decade. And if the experience of today’s financial crisis is anything to go by, it will do so for a while longer yet. So where does this leave defined benefit (DB) sponsors and their accountants?
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FeaturesPerspective: Litigation - state of pay?
Changes in legislation like the UK’s Consumer Rights Act 2015 have led to an increase of class actions led by pension funds as they seek to recover investment losses
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FeaturesResearch: The shift from virtue to value
In the final article in a series of two, Pascal Blanqué and Amin Rajan argue that the success of ESG investing rests on a just transition to a low carbon future
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FeaturesFixed Income, Rates, Currencies: A very different recovery
Amongst the remarkable happenings in 2020, from startling news of a pandemic to viable vaccine and beyond, has been the speed and scale of interventions from central banks and governments.
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FeaturesAhead of the curve: Options trading as a portfolio diversifier: pilot or passenger?
Options can provide insurance against market volatility, but require detailed knowledge to ensure success
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FeaturesIPE Quest Expectations Indicator - January 2021
US COVID-19 figures were rising rapidly at the time of writing. Western European figures were divided. Many showed a climbdown from the second wave but Germany, the UK and the Netherlands were faced with growing figures. Japan’s statistics were up, forming a third wave. In a few weeks, we will know how the deployed vaccines work in practice.
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Opinion PiecesResilience: how investors can secure it
Back in March 2020 as the extent of the coronavirus in western Europe was becoming clear, Risto Murto, president and CEO of the €49bn Finnish pension insurer Varma, called for the creation of “healthcare buffers” to mitigate the effects of future pandemics.
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Special Report2021 Investment Horizons: The QE endgame
An executive board member at Fonds de réserve pour les retraites (FRR), France’s €25bn pension reserve fund, charts a way to relieve the global debt burden
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Asset Class ReportsGlobal equities – The COVID-19 effect
The pandemic has clearly shaken up the equity markets but which trends are likely to persist in the long term?
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Country ReportDenmark's ATP: Accelerating diversity
ATP has written its own manual to boost diversity among its senior workforce
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FeaturesBriefing: Feast or famine
With the end of the COVID-19 pandemic still out of sight, any forecast of the size of economic damage it will inflict has to be viewed with caution. Yet there seems to be a consensus that default rates on leveraged loans will stay elevated throughout 2021 and beyond.
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Opinion PiecesJobs crisis threatens pension provision
Hopefully one of the few benefits of the COVID-19 crisis will be to show that the impact of an ageing population is exaggerated. There are other key elements informing the ability of a society to provide decent pensions by whatever means.
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Special Report2021 Investment Horizons: Prepare for era of high fiscal spending
Fiscal stimulus is likely to be a common feature in the coming decade and investors need to assess how it will affect the economies of different countries and regions
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Asset Class ReportsGlobal Equities – Social inequality concerns matter
The pandemic has revealed the short-term contradiction of companies taking from the public purse while continuing to pay or reinstating dividends. Investors are only just getting to grips with the long-term cost of social inequalities
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Country ReportIceland: A country unites around sustainable recovery
Iceland’s post-Covid 19 sustainability pledge to boost ESG and active ownership
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FeaturesBriefing: An unfortunate lack of ambition
The second Capital Markets Union (CMU) Action Plan of the EU Commission lacks ambition. This at a time when the EU Commission wants to set an industrial policy for the EU to bolster competitiveness in key sectors. It also comes shortly before the UK’s departure from the EU. Yet a vision of what the EU wants to achieve, by when and how, is missing.
