All articles by Carlo Svaluto Moreolo – Page 13
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Opinion PiecesMarket disconnects have widened
Thanks to a remarkable comeback in April, equity markets have partly offset the collapse that took place as a result of the COVID-19 pandemic.
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InterviewsOn the record: Dispatches from the pandemic
IPE asked European pension funds how the COVID-19 outbreak has changed their lives
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InterviewsHow we run our money: Pensioenfonds KBC
Luc Vanbriel, CIO of Pensioenfonds KBC, tells Carlo Svaluto Moreolo how the Brussels-based fund is coping with the current crisis
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InterviewsHow we run our money: AP2
Lars Lindblom (pictured), global fixed-income manager at the second Swedish buffer fund, talks to Carlo Svaluto Moreolo about the fund’s evolving green bond investment strategy
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Special ReportStrategically Speaking: HSBC Global Asset Management
As the financial markets enter uncharted territory, HSBC GAM could be well placed to take advantage of the dislocations in Asian and emerging markets. Its aim, though, is to offer investors the full spectrum of fixed-income solutions, says Xavier Baraton, global CIO for fixed-income private debt and alternatives.
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InterviewsOn the record: Green bonds
IPE asked two Nordic pension funds how they invest in green bonds and to what extent sustainability is considered part of their fixed-income strategies
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Opinion PiecesLetter from a country in crisis
Empty streets and squares are not a usual sight in Italy, a country whose people love to socialise. The deadly COVID-19 pandemic has even taught Italians to make orderly queues outside supermarkets. The reality is that while Italians are not good at prevention, they are outstanding at reacting to emergency situations, thanks to their experience dealing with earthquakes and other natural disasters.
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FeaturesFixed Income & Credit: Credit at a crossroads
How will weak lending standards hurt credit investors in a global slowdown?
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Special ReportPrivate and green: Non-listed sustainable debt
The market for non-listed debt with green or sustainability features is growing fast
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Interviews
Strategically speaking: Old Mutual Alternative Investments
Africa looks set to account for over half of the world’s population growth between now and 2050, according to the UN. Thanks to a young population and a high fertility rate, Africa’s population could exceed 2bn, making it the fastest-growing continent in that respect.
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InterviewsOn the record: Asset manager selection
IPE asked the Caisse de prévoyance de l’État de Genève (CPEG) how manager selection is changing
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Special ReportRegulation: Asset managers - Regulators set sights on liquidity
Concerns about systemic risk and fund liquidity are driving the regulatory agenda
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Special ReportManager selection: When delivering value becomes law
The debate around the value added by asset managers is taking fundamental steps forward
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Opinion PiecesA belated but welcome debate
The belief that the corporate culture of an asset management organisation affects its performance is gaining ground. Some investment consultants make reference to corporate culture as a factor driving manager selection. This may be marketing, but it could spark debate.
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NewsAon: factor investing overcrowding fears ‘not justified’
It is unrealistic to foresee a situation where factor premiums are wiped out completely
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InterviewsOn the Record: Absolute return strategies
IPE asked two European pension funds how they invest in absolute return strategies, with a focus on hedge funds
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Opinion PiecesTrustees should always protect pensions
The proposal to phase out the Retail Prices Index (RPI), one of the main measures of inflation in the UK is among the pension industry’s biggest topics of debate.
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Special ReportUK inflation: Collateral damage
Proposed changes to the measurement of UK inflation would have a significant impact on the DB pension industry
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InterviewsHow we run our money: Cometa
Maurizio Agazzi and Oreste Gallo of Cometa, one of Italy’s largest pension funds, talk to Carlo Svaluto Moreolo about the fund’s evolving strategy
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FeaturesAsset management faces systemic risk questions
When will the next financial crisis hit? Over 80% of respondents among a sample of 500 institutional investors surveyed by Natixis Investment Managers expect a crisis to take place within the next five years.
