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Letter from Brussels

Letter from Brussels: EU focus on tax tricks

January 2017 (Magazine)By Jeremy Woolfe

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

Letter from Brussels: Pan-EU private schemes for 2017?

November 2016 (Magazine)By Jeremy Woolfe

Legislation proposing pan-EU personal pension products (PEPPs) could be tabled in 2017, according to the European Commission

Letter from Brussels: A vision for cross-border workers

October 2016 (Magazine)By Jeremy Woolfe

A former director of the European Association of Paritarian Institutions (AEIP) has proposed a new option for occupational pensions that could help the large number of workers whose careers take them across EU internal borders.

Letter from Brussels: Weighty in-tray for new CMU commissioner

September 2016 (Magazine)By Jeremy Woolfe

Valdis Dombrovskis has assumed responsibility as commissioner in charge of the flagship Capital Markets Union project. But he has also assumed the added complication of the withdrawal of the UK

Letter from Brussels: Posted worker woes

July / August 2016 (Magazine)By Jeremy Woolfe

It will not be the first time that proposed revisions to EU rules affecting finance and pensions get stuck in a logjam between interests groups

Letter from Brussels: Tax targeting continues

June 2016 (Magazine)By Jeremy Woolfe

Pressure to clean up the financial sector has led to copious legislation from Brussels. 

All Letter from Brussels

Long-Term Matters: My inner Trump

January 2017 (Magazine)By Raj Thamotheram.

Early on Wednesday 9 November we learnt that Donald Trump would be president of the US, and two days later I heard I may have a cancer.

Guest Viewpoint: Cllr Kieran Quinn

January 2017 (Magazine)

“The UK local government pension investment regulations are a step in the right direction”

Diary of an Investor: Too much information

January 2017 (Magazine)By Pieter Mullen

Our investment committee members had quite a few questions at the final meeting of 2016. Brexit, Trump, the equities rally, long-bond yields, emerging markets: the trustees kept the topics coming thick and fast

Long-Term Matters: Carbon footprint envy

December 2016 (Magazine)By Raj Thamotheram

An explosion of providers and events promise to turn investors into low-carbon heroes. Even campaigners use it to benchmark managers. What will it deliver? Raj Thamotheram writes

All Columns

Letter from the US: Investors adjust to Trump

January 2017 (Magazine)By Maria Teresa Cometto

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

Letter from the US: State boost to pensions

December 2016 (Magazine)By Maria Teresa Cometto

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.

Letter from the US: Endowment rethink

November 2016 (Magazine)By Maria Teresa Cometto

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. 

Letter from the US: Pension equities ebb

October 2016 (Magazine)By Maria Teresa Cometto

The defined benefit (DB) pension funds of the companies in the S&P 500 index are in deficit. At December 2015, these were $376.6bn (€337bn) underfunded, according to Citigroup’s chief US equity strategist Tobias Levkovich. 

Letter from the US: Pensions dreamland?

September 2016 (Magazine)By Maria Teresa Cometto

The two presidential candidates disagree on everything except on Social Security, the US federal programme that guarantees basic pension benefits

Letter from the US: De-risking threatened

July / August 2016 (Magazine)By Maria Teresa Cometto

Corporate America is looking at the impact of the Pundt, Edward vs Verizon Communications case after the Supreme Court awarded victory to the retirees

All Letter from the US

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