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Letter from the US

Letter from the US: Boomer balancing act

March 2017 (Magazine)By Maria Teresa Cometto

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

letter from the us

Letter from the US: Irresistible incentives?

February 2017 (Magazine)By Maria Teresa Cometto

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.

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. 

All Letter from The US

emerging markets jumping the gun on trump

Joseph Mariathasan: The case for active in emerging markets

Mon, 13 Mar 2017By

Volatility driven by currency and fund flows means EM investors should steer clear of passive

Long-Term Matters Investors are monkeys

March 2017 (Magazine)By Raj Thamotheram, Rob Lake

Sadly, investors too often see, hear and speak no evil. Their failure to protest at Donald’s Trump’s entry ban is only the latest example. 

Guest Viewpoint: Rory Murphy - Merchant Navy Officers Pension Fund

March 2017 (Magazine)

Pensions are by their nature long-term and this can often lead to an acceptance of inertia because “this is how we have always done it”. But in today’s world this is no longer good enough

Diary of an Investor: An independent soul

March 2017 (Magazine)By Pieter Mullen

Rolf, our chairman of trustees is having a reception to mark his 30 years working for Wasserdicht. An engineer by profession, he was worked for us all over the world and has many stories to tell

All Columns

Letter from Brussels: Resaver’s first stage kicks off

March 2017 (Magazine)By Jeremy Woolfe

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.

Letter from Brussels: Unclear on clearance

February 2017 (Magazine)By Jeremy Woolfe

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. 

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

All Letter from Brussels

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