All IPE articles in April 2022 (Magazine) – Page 2
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Asset Class ReportsCredit: Anthropocene fixed income
Former credit portfolio manager Ulf Erlandsson is on a mission to shake up the bond markets’ climate-change credentials
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FeaturesUkraine & Russia: Asset allocation and investing in a time of war
It is a well-known fact that geopolitical events have no lasting impact on financial markets. However, Russian president Vladimir Putin’s decision to wage war on Ukraine has forced institutional investors to reassess their strategies. While stock market indices tend to recover fairly soon after the initial shock of a geopolitical event, the conflict between Russia and Ukraine has potentially wide-ranging consequences beyond a sudden spike in volatility.
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FeaturesAhead of the curve: The future looks bright for African private equity
The Russian-Ukrainian war and its related global impact may have a mixed effect on economic recovery in Africa, which is being driven by worldwide economic trends such as elevated commodity prices, a relaxation of lockdowns, and increased global trade. With further increases in commodity prices having a positive impact, increased inflation and further possible roll-backs in globalisation weigh on the recovery.
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FeaturesDefining the precise scale advantages for DB pension funds
Most people working in the institutional asset management space have an intuitive understanding that the size of the institution, measured by total assets under management (AUM), has an impact on performance – that bigger funds tend to perform slightly better. On the other hand, there are plenty of stories of successful hedge funds that got too large and lost their way, unable to continue delivering on past success due to their size. So which is it? Do larger institutional investors outperform their smaller kin, or is AUM the proverbial millstone in terms of performance?
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InterviewsFast and slow: Finland’s Veritas makes new additions to the portfolio construction toolbox
Kari Vatanen, chief investment officer of Finnish pensions insurer Veritas, tells Pirkko Juntunen about his views on diversification in a world where fundamentals are no longer the driver
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Opinion PiecesUK's pension dashboard project should prioritise accuracy over simplification
The UK’s Department for Work and Pensions (DWP) consultation on the draft Pensions Dashboards Regulations 2022 closed last month. The DWP now aims to lay the regulations before parliament for debate later in the year.
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Opinion PiecesLetter from Australia: Trustee accountability in focus
Despite having billions of assets under management, Australia’s superannuation funds have share capital ranging from as little as A$12 (€7.9) to A$100 (€66.2).
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Country ReportCountry Report – Pensions in Germany & Austria (April 2022)
It took just over 100 days in office before Germany’s new coalition government announced a €500bn budget to first pillar pension financing, setting in motion an agreed reform process that would create a partially funded state pension system.
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Features
Qontigo Riskwatch: April 2022
* Data as of 28 February 2022. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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Features
IPE Quest Expectations Indicator commentary April 2022
With a threat of nuclear war looming, Russia increasingly looking exhausted and desperate but unwilling to make concessions and a Russian default threatening, the world is again as dangerous as it was during the cold war. A default now cannot be compared with Russia’s de facto default in 1998.
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FeaturesAccounting: IASB grapples with IAS 19
The staff could hardly have been more blunt: “Overall, we received mixed feedback on our IAS 19 [International Accounting Standard 19] proposal,” they told the International Accounting Standards Board (IASB) in March. The proposal in question is a March 2021 exposure draft in which the IASB trialled a new approach to disclosure by focusing on objectives aimed at teasing out relevant information.
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