All articles by Carlo Svaluto Moreolo – Page 2
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InterviewsPrivate equity managers are keeping pension funds happy – in most cases
The private equity industry faces significant pressures. IPE asked Nordic pension funds about their experience with this growing asset class.
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InterviewsIceland’s LV: Coping with disruption
Arne Vagn Olsen, CIO of Lífeyrissjóður verzlunarmanna (LV), Iceland’s Pension Fund of Commerce, talks to Carlo Svaluto Moreolo about strategy and the prospects for financial markets
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InterviewsStan Moss, Polen Capital CEO: High conviction is the lifeblood of investing
The shift in macroeconomic conditions throughout 2022 must have been a relief for active managers from one perspective at least. For over a decade of low interest rates and low volatility they have had fewer chances to showcase their skills.
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InterviewsTech and pensions are becoming inseparable
Pension funds are busy building state-of-the-art data management systems, which are an essential tool in delivering their objectives
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Special ReportWho will be the asset management tech and data arms race winners?
Investment in technology and data is having a positive impact on asset managers’ revenue and market share, according to Casey Quirk
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Opinion PiecesPension funds can drive the AI revolution
Time and again we are reminded that the sole focus of pension funds should be on paying pensions. However, as stewards of capital, and because of their irreplaceable social function, they can aspire to be something greater than that. One outcome of pension funds’ decisions that is well within reach is positive technological innovation, including within the field of artificial intelligence (AI).
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Special ReportItaly: Government eyes pension reform despite lack of resources
Giorgia Meloni’s right-wing government wants to lower retirement age and secure retirement income for young workers, but it faces an uphill battle against inflation
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InterviewsPaul Lorentz, Manulife Asset & Wealth Management: Canada to Europe, via Asia
Values are changing rapidly in the world of asset management. Leaders come and go, but perhaps less so than in the past, and loyalty to a company is increasingly appreciated by clients, as a sign of commitment and stability.
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InterviewsUSS: British universities adopt modern pension investment governance
Mirko Cardinale, head of investment strategy and advice at USS Investment Management, speaks to Carlo Svaluto Moreolo about the recent changes in the scheme’s governance framework
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FeaturesHow the AT1 bond market shrugged off the Credit Suisse debacle
On a late Monday evening in August, the Italian right-wing government unexpectedly announced a new 40% tax on banks’ ‘windfall’ profits derived by the higher lending rates. Shares in Italian banks tumbled, banking executives cried foul, and analysts poured scorn over the measure. The government, which was hoping to raise up to €3bn to help families and small businesses, backtracked shortly after, scaling back the tax.
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Country ReportItaly: Pension investors raise their sustainability game
Pension funds and other institutions are making greater use of engagement and voting as they pursue their ESG goals
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Country ReportItaly: Byblos consolidates private markets portfolio
The industry-wide fund has opted for a single external multi-asset mandate for private equity, private debt and infrastructure
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Opinion PiecesLessons learned from Berlusconi’s pension reforms
To some, the death of Silvio Berlusconi on 12 June this year, is the end of an era for Italian politics. Berlusconi was the longest-serving prime minister in the history of the republic and a highly controversial figure, at home and abroad. He can be described as the first modern European populist leader.
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Asset Class ReportsFixed income & credit – No turning back for alternative credit
Investor demand for alternative lending strategies remains strong as the opportunity set grows
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InterviewsSweden's AP3: Adding value through active management
Pablo Bernengo, CIO of Tredje AP-fonden (AP3), talks to Carlo Svaluto Moreolo about the fund’s active approach to investment
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InterviewsFinland's VER: The strategy to secure government pensions
Timo Löyttyniemi (pictured), CEO of the buffer fund supporting Finnish government employees’ pensions, talks to Carlo Svaluto Moreolo about its investment strategy
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Asset Class ReportsEquities – Testing times for high-conviction equity strategies
Today’s environment may favour stock picking, but investors continue to face pressures to justify the added risks
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Special ReportOutlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
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Opinion PiecesDo not blame institutions for taking risks
Alecta, the SEK1.19trn (€105bn) institution that manages the Swedish ITP private-sector pension scheme, is being probed by Swedish regulators for the €1.9bn capital loss it experienced earlier this year, as the three US regional banks it invested in – Silicon Valley Bank, Signature Bank and First Republic Bank – collapsed. The institution reacted by firing its influential CEO Magnus Billing.
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NewsNew PPF proposals would represent ‘seismic changes’ to UK pensions landscape
Plans would mean ‘struggling’ DB schemes could choose to opt-in to the Pension Protection Fund
