IPE’s columnists and guest writers dig into the hot topics for the pensions and investment industries with thoughtful commentary and reaction from around the world
Pension funds can be part of the solution to Europe’s problems, but only if the EU progresses smart policy options
The tone of Europe’s political debate on defence expenditure has shifted markedly this year. And as former Netherlands defence minister Kajsa Ollongren, put it in a Chatham House Q&A in early March: “The mindset should be ‘war economy’.”
The market turmoil of 2022 taught pension funds a fundamental lesson about balancing long-term objectives with short-term events.
The collapse of Berlin’s ‘traffic-light’ coalition of Social Democrats (SPD), Greens and the liberal FDP late last year brought to an abrupt end a pension reform process that was proceeding slowly but surely.
A three-way battle is raging for control of Insignia Financial, the third-largest retail super fund in Australia’s A$4.1trn (€2.5trn) superannuation sector.
The US is experiencing a period of significant uncertainty across various sectors, including federal regulation of retirement plans. This uncertainty is being compounded by the increasing politicisation of environmental, social and governance (ESG) criteria in investing.
In the foreword to this new book, the CIO of CERN Pension Fund, Dr Elena Manola-Bonthond, says that, in her experience, investment alpha is scarce and very often difficult to access. It can be costly and its persistence is sometimes questionable. But there are other types of alpha that are more accessible and governance alpha is definitely one of them.
“If men could learn from history, what lessons it might teach us. But passion and party blind our eyes.”
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The market turmoil of 2022 taught pension funds a fundamental lesson about balancing long-term objectives with short-term events.
The tone of Europe’s political debate on defence expenditure has shifted markedly this year. And as former Netherlands defence minister Kajsa Ollongren, put it in a Chatham House Q&A in early March: “The mindset should be ‘war economy’.”
A three-way battle is currently raging for control of Insignia Financial, the third-largest retail super fund in Australia’s A$4.1trn (€2.5trn) superannuation sector
Through the lens of technology, investors can understand geopolitics, demographics, migration, and the potentially existential impacts of climate change
The new Trump administration will likely see the end of investment strategies and programmes inspired by Diversity, Equity & Inclusion (DEI) criteria
The global pension landscape is at a crossroads. With over $55.7trn (€54trn) in assets under management across 22 major economies, pensions are integral to global capital markets.
The collapse of Berlin’s ‘traffic-light’ coalition of Social Democrats (SPD), Greens and the liberal FDP late last year brought to an abrupt end a pension reform process that was proceeding slowly but surely.
The idea that too much choice limits freedom, known as the paradox of choice, is a powerful one. But the opposite is true as well, especially when it comes to the UK fiduciary management industry.
It really does boggle the mind. In the US the likes of BlackRock, which in January quit the Net Zero Asset Managers initiative (NZAM), have been accused by the left, liberals and activists of not being forceful enough when it comes to supporting the fight against climate change, and by the right for going too far.
Increased longevity and declining birthrates are societal trends that can be experienced in insidious ways. It’s harder to get a doctor’s appointment or a diagnostic healthcare test. Schools are downsizing and closing.