All IPE articles in April 2022 (Magazine)
View all stories from this issue.
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InterviewsUkraine & Russia: War-proofing portfolios
Investors react to outbreak of hostilities and reflect on asset allocation in the months ahead
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Special ReportManager selection: Market trends
Manager selection consultants are helping investors navigate the next stages of ESG integration
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Special ReportSpecial Report – Manager selection
With COVID-19 now under control, the business of selecting managers no longer has to deal with severe restrictions on travel and face-to-face interactions. However, the pandemic has taught investors and manager selection advisers some important lessons.
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FeaturesHealthcare investing: Get ready for the next pandemic
The world will have to collaborate on many fronts to ensure preparedness for the next global health crisis.
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Country ReportGermany: New government seeds new ideas on pensions
Germany’s traffic-light coalition aims to stabilise pensions and contribution rates as it seeks to endow a €10bn state global equity fund
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Country ReportGermany: Leading viewpoints on pensions policy
Senior pension figures and politicians spell out their priorities for German pensions
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Country ReportGermany: Rethinking the rules for Pensionskassen
Pensionskassen are still a reliable way to provide employees with occupational pensions but regulatory requirements must change
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Opinion PiecesThe Ukraine war and what it means for pension funds
A health check for pension funds as Russia’s invasion of Ukraine raises questions about diversification and energy
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Opinion PiecesViewpoint: Invasion reactions show pension funds are more than investors
Before the Russian government’s decision to invade Ukraine at the end of February, the exposure of European pension funds to Russian assets was relatively low, and in some cases non-existent. Nevertheless, those funds that did invest in Russia acted quickly to reassess their exposure and divest from Russia entirely when possible, given the treacherous market conditions.
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Opinion PiecesLetter from US: US pension funds decide on Russian holdings
“We support efforts at all levels of government and across the public and private sectors, which include cross-functional and multi-agency partnerships, to divest State Treasury and pension funds from investments in Russian-domiciled companies. We are committed to taking steps that include divesting as soon as possible to have the quickest and most meaningful impact on this tragic situation.”
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Opinion PiecesGermany's debate on pension reform edges forward
The war in Ukraine, an unspeakable human tragedy, is forcing governments around Europe to reset international relations and find new partners to secure energy sources. The invasion has strongly tested the intent of the new German government to break with the previous administrations of Angela Merkel.
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FeaturesFixed income, rates & currencies: War and inflation dominate
While we watch horrible scenes of towns and cities under bombardment, their bewildered and bloodied citizens desperately searching for safety, the huge shockwaves generated by the Russian invasion of Ukraine are spreading rapidly far beyond both countries’ borders.
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Opinion PiecesGuest viewpoint: The fault with the default setting for COVID mortality in standard tables
The Continuous Mortality Investigation (CMI) is a subsidiary company of the Institute and Faculty of Actuaries (IFoA) in the UK. The CMI has a long history of providing high-quality and impartial analysis on mortality and morbidity. It is mainly focused on gathering data to produce standard mortality tables across various sub-populations of interest to actuaries, including term assurances, annuitants and pension schemes.
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FeaturesLonger lives lead to numerous societal challenges
“Demographics is the single most important factor that nobody pays attention to, and when they do pay attention, they miss the point,” management and pensions guru Peter Drucker once declared. The key issue is not only that people are living much longer, but that fertility rates are below the population replacement rate of 2.1 children per female everywhere in the world apart from Africa.
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FeaturesStrategically speaking interview: Redwheel’s new CEO
Last August, RWC Partner’s chief executive Dan Mannix left the company, and the head of business development, Tord Stallvik took over. Soon afterwards, the company rebranded as Redwheel – RWC was an acronym for Red Wheel Capital.
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Asset Class ReportsCredit: Investors cautious over Ukraine war
Despite geopolitical tensions, inflation and rising costs, private debt market remains optimistic after a record 2021
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Features
The case for an EU consolidated tape
Liquidity. Equality. Fragility. With apologies to the French Republic, these three words almost act as a lodestone in discussions about a consolidated tape (CT) for EU securities. The need for such a tape is becoming more apparent than ever, but it could still be three years or so before it become a reality, according to Susan Yavari, regulatory policy adviser at the European Fund and Asset Management Association (EFAMA) and the author of a detailed official position paper on the subject published in mid-February.
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Asset Class Reports
Credit: EU raises the green bond stakes
The EU is considering making its Green Bond Standard mandatory
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Country ReportAustria: Political instability slows pension reform
The government continues to drag its feet on the comprehensive overhaul of second-pillar pensions
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Special ReportManager selection: Asset management operations under scrutiny
The role of outsourced operational due diligence on asset managers is becoming more prominent
