Today's top news stories
ABP takes majority stake in Dutch telecom towers operator
ABP chair says sector offers ‘strong growth potential and adds to diversification’
Social investing to be made easier for charities
Law Commission recommends further flexibilities for charities in England and Wales
People moves: USS expands private markets team
USS, Stap, LSE, AXA IM, BNY Mellon, Northern Trust, Putnam Investments
Fee pressure dampens manager revenues despite AUM growth
Also: MiFID II research cost unbundling rule to speed up consolidation
Former Nestlé pension chief Hadasch dies at 64
Peter Hadasch, co-founder and board member at VFPK, planned to retire in November
Dutch Cabinet seeks to rein in mandatory sector scheme growth
Measures needed to prevent new general pension funds being pushed out of business, Jetta Klijnsma says
Digital Edition
Registered users are entitled to the first digital issue of IPE with the compliments of the IPE.com team.
On The Record: What is your equity strategy?
Solidarietà Veneto, Pensioenfonds TNO and Nationwide Pension Fund share details about their equity exposure
How We Run Our Money: Joachim Schwind & Andreas Hilka
Joachim Schwind and Andreas Hilka, veterans of the German pension industry, tell Carlo Svaluto Moreolo how the country’s pension reform will change pension fund management
Briefing: FRC under fire on company law
Has the UK FRC failed to enforce Section 172 of the Companies Act on directors’ duties?
Briefing: Proper plan design is way forward
International pension plans involve complex questions of structuring and compliance
Private Equity: Buying in a seller’s market
Private equity has outperformed the public markets for the past five years and institutional investors have been ramping up allocations
No DC sugar rush
There is a strong risk that Germany’s pensions reform becomes neither a stunning success nor a stunning failure, but just adds to the complexity of German workplace pensions
A time for strong nerves
It is understandable that investors are nervous. Not only are valuations stretched in many markets but there seems to be a significant threat of military conflict
Global Equities: Valuations face a structural shift
It is not easy to predict where markets are heading in this era of great economic disruptions but there are big opportunities for skilled investors
Be ready when QE makes way for QT
Market distortions created by quantitative easing could prove fertile grounds for investors when central banks switch to quantitative tightening
Emerging markets lag in software
Despite the huge size of emerging economies they have yet to produce global leaders in software
Diary of an Investor: Who bears the cost?
Sometimes I look back fondly on the simpler good old days.
Long Term Matters: An Achilles’ heel for buybacks?
Investors are salivating over possible US corporate tax cuts. But evidence suggests this excitement is misplaced, at least from the perspective of the end beneficiaries
Guest Viewpoint: Robin Ellison
“The FCA has picked the wrong fight. We need a way to rate alternative investments”
Long Term Matters: Climate Change
Divestment advocates or traditional investors – which side will lead?
Diary of an Investor: The price of everything
We Dutch are well known for keeping an eye on the price of things and for our frugal approach to life. Increasingly, this applies to pension funds
