Latest from IPE Magazine – Page 89
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FeaturesFixed Income, Rates, Currencies: Vaccine boosts bullish markets
The swings in outcome predictions as the vote counting began in the US election were large. From the realisation that there was no blue wave of Democrat success, to a possible re-election for Donald Trump, to a Joe Biden win but with a Republican Senate, it was tricky to comprehend the investment implications.
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FeaturesAhead of the curve: Grasping intangible assets
Even the name hints at the challenge: intangible assets are hard to value. Recently, investors have looked to these assets to explain a decade of underperformance by value stocks. But new research suggests no tangible performance benefit from adjusting for intangibles.
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FeaturesIPE Quest Expectations Indicator - December 2020
US COVID-19 case numbers were rising rapidly at the time of writing. Western European figures suggest that the lockdowns are repelling the second wave. Japan’s statistics suggest a third wave is coming. Only an efficient vaccination and a high participation in inoculation programmes can end the threat posed by COVID-19.
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FeaturesBiden signal is green for ESG
For many, US president-elect Joe Biden spells hope. From an ESG-perspective, there are two main aspects to this phenomenon.
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Country ReportSwitzerland: The road to digital pensions
From letters still sent by pension funds, to apps and portals, the road to digitise the Swiss pension system looks long but promising
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Asset Class ReportsPrivate markets – Private equity: the impact of COVID-19
The pandemic has devastated some sectors while boosting others
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Special ReportNot another framework….
Inconsistencies in ESG reporting between corporates and across sectors are widely known. This patchwork quilt of reporting mirrors the array of frameworks and standards for corporate sustainability reporting.
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Opinion PiecesThe looming trust deficit
Once again, European pension systems – notably those of the Netherlands and Denmark – have scored most highly in this year’s Mercer CFA Pension Index. These successes are no accident, and among the key ingredients is years of pragmatic and consensual policy making.
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FeaturesBriefing - ILS: resilience despite the thrills
Institutional investors have piled into insurance-linked securities (ILS) with the goal of adding reliable returns and a touch of diversification to their investment strategies.
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Opinion PiecesCOVID is not everything
For understandable reasons it has become commonplace to talk about the immense damage done by COVID-19. This probably makes sense as a kind of shorthand. However, careful reflection on the painful experience of recent months should show it is a one-sided way of understanding the pandemic’s devastating impact.
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Country Report
Switzerland: Building up for infrastructure
Will Swiss pension funds increase allocations to infrastructure?
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Special ReportStandard-setting on reporting takes next step
A route to global standards for corporate sustainability reporting might at last be emerging
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FeaturesBriefing: Tail-risk hedging lessons from the corona crisis
The coronavirus crisis illustrates that equity collar strategies may still have a place for pension funds
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FeaturesPrivate Markets: Denmark's Industriens Pension
Industriens Pension looks forward to a continuing positive experience investing in private markets
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Opinion PiecesTalking to strangers
In his recent book, Malcolm Gladwell discusses how people’s natural lack of ability to detect lies can lead to unpleasant consequences.
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FeaturesPrivate Markets - Agriculture: A growing asset class
Consumer demand, technology and government policies to encourage regenerative farming are creating opportunities for investors
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Special Report
The letter but not the spirit in emissions reporting
Much of the corporate reporting on emissions reduction is short on detail about how targets will be achieved
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Country ReportSwitzerland: Moves to ease the passage of reforms
Changes to the first and the second pillars are running in parallel to make them acceptable to the public
