More comment – Page 34
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Features
Active should mean engaged
The turn of the year is a time for the asset management industry to discuss its views on how markets will fare in the year ahead. Unfortunately, too often these views are of little value to investors.
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Opinion Pieces
Guest Viewpoint: Rudyard Ekindi
”Asset managers are from Mars, asset owners are from Venus”
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Features
Costs really matter
A slow but steady evolution in best practice on cost disclosure and reporting is changing the way pension funds think about the asset management industry as well as the way they structure their internal resources.
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Features
Fiscal policy? Let the zombies die
The international shift from an emphasis on monetary policy to a focus on fiscal policy is a dangerous diversion. Pumping money into the economy cannot resolve the underlying weaknesses that have long plagued western economies
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Features
Italy's referendum: Always do your homework
The international reaction to the result of the recent Italian referendum on constitutional reform was curious. Voters rejected the reform wholeheartedly, and commentators around the world hailed the result as another victory for populism
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Opinion Pieces
Letter from Brussels: EU focus on tax tricks
There is increasing attention in Brussels on company reporting, taxation and offshore financial centres. The G20 and some OECD countries have demanded country-by-country reporting rules for multinational companies with a turnover over €750m
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Opinion Pieces
Guest Viewpoint: Cllr Kieran Quinn
“The UK local government pension investment regulations are a step in the right direction”
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Opinion Pieces
Letter from the US: Investors adjust to Trump
Are financial markets too optimistic about the impact of Donald Trump’s administration? That is a big unanswered question in the aftermath of his surprise victory in the presidential election
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News
IPE Views: Beware the stimulus hype
Spending on infrastructure and housing may not provide the UK’s sought-after productivity boost
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Features
President Trump
The election of Donald Trump as US president represents a sea-change in politics and for a second time in less than six months, following the UK’s Brexit vote, investors are left unscrambling the implications for markets over various time horizons.
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Features
Back to basics
There is a danger that the investment world could pay too much attention to geopolitics in 2017. Although politics is important, there is a risk its current high profile could obscure more fundamental factors.
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Opinion Pieces
Letter from the US: State boost to pensions
Next year will start with a new initiative in the US pension fund industry – the launch of the first retirement savings plan created by a state for private-sector employees. Washington State is the pioneer with its Small Business Retirement Savings Marketplace, and it will be followed by other states.
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Features
Hedge funds deserve more love
There is a disconnect between perception and reality when it comes to hedge funds which could lead to poor decisions by institutional investors.
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Opinion Pieces
Guest Viewpoint: Jon Little - Northill Capital
“Successful managers are hard to find but those that do exist generally share some common characteristics”
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Features
Switzerland's pensions debate: Negative for longer
Switzerland is engaged in a debate not just about its pension reforms, but also wider issues of intergenerational fairness and the stability of the second-pillar pension system
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Features
Trump fixation obscures bigger picture
Donald Trump is such a lurid character (to put it politely) that it is all too easy to become obsessed with him. That helps explain why there is so much fraught discussion of him even outside the US
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Features
Emerging markets make no sense
After poor performances over the past three years, which led to large outflows, EM assets are finding their way back into institutional portfolios
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Opinion Pieces
Guest Viewpoint: Chris Curry - Pensions Policy Institute
The pensions world is constantly changing. In the UK, more DC savers, coupled with recently introduced flexibility of access, will increase the levels of risk and complexity for many
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Opinion Pieces
Letter from the US: Endowment rethink
Should other university endowments follow the Yale model or is it time to rethink how they invest and take a simpler approach, such as an indexed 60/40 portfolio? That is the big question for NP ‘Narv’ Narvekar, who becomes the CEO of Harvard Management Company (HMC) in December.
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Opinion Pieces
Letter from Brussels: Pan-EU private schemes for 2017?
Legislation proposing pan-EU personal pension products (PEPPs) could be tabled in 2017, according to the European Commission
