All Analysis articles – Page 4
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Analysis
Letter From Brussels: Court for international investor disputes on the horizon
International investors in the EU have for decades been suffering from woeful dispute settlement proceedings when involved in cases against public authorities
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Analysis
Letter From The US: 401(k) in the crosshairs of reform
Since their launch in 1981, 401(k) plans have become the preferred employer-sponsored defined contribution retirement plan
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Analysis
Letter From Brussels: Pension rights for posted workers
Discussions over the payment of social costs for workers from central and eastern European countries posted temporarily to wealthier EU countries are playing a major role in the attempt to update existing directives
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AnalysisLetter from the US: Tide turning against divestment
Will the movement in favour of divesting from fossil fuels slow down among US pension funds?
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Analysis
Letter from Brussels: Tax threatens PEPP proposal
At first sight, the benefits of the European Commission’s Pan European Personal Pension (PEPP) regulation proposal seem clear. But it did not take long for commentators to point out the considerable hurdles
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Analysis
Letter from the US: Tax benefits boost rise of HSAs
Will HSAs become the new IRAs? Some operators in the US retirement industry say so
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Analysis
Letter from the US: Firms happy to retain say-on-pay
One of President Donald Trump’s promises has been to loosen regulation on all businesses to boost the economy. A casualty could be shareholders’ right to vote on executive compensation
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Analysis
Letter from Brussels: Reboot for Capital Markets Union
The European Commission’s “further steps to drive forward the Capital Markets Union (CMU)” outline nine new priority legislative actions to solve the EU’s long-term cross-border investment challenge
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Analysis
Letter from the US: High fees but strong returns
Some US pension funds say they may be paying too much for their investments in private equity and are seeking different approaches
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Analysis
Letter from Brussels: EU seeks to avert Brexit arbitrage
Strong words on Brexit are flying in political circles. But behind the theatre, concerns about the future of London’s fund management sector are emerging
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Analysis
Letter from the US: Risk transfer hots up
With interest rates rising, the US pension risk transfer market is expected to grow substantially
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Analysis
Letter from Brussels: A warm reception for PEPP
In contrast to complaints that Brussels’s legislation burdens the financial sector, the European Commission may be gratified by the positive response to its flagship Capital Markets Union (CMU) programme.
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Analysis
Letter from the US: Further uncertainty
The US retirement industry faces uncertain times after the Department of Labor decided in March to delay by 60 days the implementation of the so-called fiduciary rule. But many companies have already executed the new rule, and will not go back
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Analysis
Letter from Brussels: Brexit and equivalence
Nothing could be clearer. For the financial sector, at least, there is nothing to fear from Brexit. All the UK has to do is to apply to the EU’s rules – the crucial term ‘equivalence’
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Analysis
Letter from Brussels: Resaver’s first stage kicks off
The European Commission’s project to set up a pension scheme for research and development professionals whose careers take them across EU borders has finally reached its first stages of operation.
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Analysis
Letter from the US: Boomer balancing act
In the US, the oldest baby boomers recently turned 70. That is also a turning point for the US pensions industry. In fact, Americans at that age have to start withdrawing from tax-deferred savings plans, or face a penalty
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Analysis
Letter from the US: Irresistible incentives?
Global pension funds are looking with interest at the $1trn (€960bn) Trump Private Sector Financing Plan for infrastructure construction. It could offer an opportunity for investors seeking stable, cash-generating investments.
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Analysis
Letter from Brussels: Unclear on clearance
The prolongation for 18 months of pension funds’ exemption from posting collateral when trading over-the-counter (OTC) derivatives is leading PensionsEurope to seek clarification.
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Analysis
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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Analysis
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
