All IPE articles in April 2018 (magazine)
View all stories from this issue.
-
Interviews
Strategically speaking: Redington
When they started out in 2006, Redington’s founders claimed they wanted to “do for pensions what Jamie Oliver has done for school lunches”, referring to the popular British TV chef
-
FeaturesIreland: The risk of promising too much on reform
Ireland must be careful of overpromising when it comes to what its reforms can achieve, or it will lose a golden opportunity to boost public trust in the pension system
-
Special Report
Innovation: How to rebuild trust in pensions
Technology and customer-service are central to rebuilding trust in pension systems
-
Asset Class Reports
High Yield: New risks and opportunities
The positive global economic outlook brings possibilities for investors in high-yield and credit
-
Country Report
Headwinds and tailwinds
Germany’s latest pension reform comes at a time when Brussels and EIOPA are presenting unwelcome challenges
-
Country ReportGermany: A pensions transition
Insurance companies have to re-define their role in a world in which guarantees are too expensive. But in German pensions they have to keep promises given in the past
-
Opinion PiecesLetter from the US: Gun stocks and passive funds
Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers?
-
Features
Sustainable finance: Threat or opportunity?
The European Commission has presented its action plan for sustainable finance – to mixed reviews from market participants
-
Country ReportESG moves unsettle
The European Commission’s plan to increase sustainable investment is a mixed bag
-
Special Report
ESG: The sustainability factor
Integration of ESG within multi-factor portfolios is the next frontier in asset management
-
Special Report
Is ESG inherently multi-factor?
Multi-factor ESG is probably more successful as a marketing term than it is at providing a coherent approach to mixing ESG and other factors in a portfolio-construction methodology
-
Features
The Dollar: The greenback quandary
The US economy is growing, as are inflation expectations. The Federal Reserve’s response has been to embark on the most aggressive rate-tightening cycle in the developed world
-
Features
Fixed income, rates, currencies: Trump fails to rattle markets
Geopolitics is certainly adding to the mix for increasing volatilities across markets, with trade news being at the top of minds
-
Special ReportFactor Investing: Trend convergence
Factor investing has proved to be one of the enduring innovations of asset management in recent years
-
Special Report
Portfolio Construction: The last free lunch
Robust portfolio construction has become the key to success in factor investing
-
Features
Emerging market debt: A universe in constant flux
Emerging markets have changed enormously since their advent as distinct category in the 1980s
-
Features
Conference Diary: Private markets at SuperReturn
Bank disintermediation since the financial crisis has proven a big opportunity for private equity firms to boost their direct lending and other private-debt activities
-
Opinion PiecesGuest viewpoint: Con Keating
It often takes an experienced Kremlinologist to divine the true message and meaning of European Commission missives, and the financing sustainable growth (FSG) action plan is no exception
-
Asset Class Reports
Contingent convertibles: Cocos are here to stay
Investors find cocos a good bet, especially in times of rising interest rates
-
Special Report
Climate risk: Running out of time
Climate-risk scenario-analysis disclosure is not enough – companies need to act now
