All articles by Carlo Svaluto Moreolo – Page 30
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News
Finland’s Veritas says QE could stimulate, but worries about opposition
Varma sees ECB ‘surprising’ market tomorrow
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News
PIC sees opportunity in ‘particularly attractive’ Thames sewer construction
Insurer says governments ‘talked up’ infrastructure pipelines, but projects have failed to materialise
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Features
Markets and pensions
Do financial markets reward countries that have a fully funded and mandatory second-pillar pension system? It is hard to say. But it’s clear they do not penalise countries that dismantle theirs.
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Features
How we run our money: KZVK-VKPB
The two schemes are separate legal entities but are managed through a single fund and investment team, led by CIO Wolfram Gerdes
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Country Report
Pensions in Central & Eastern Europe: Growing pains
Carlo Svaluto Moreolo assesses Croatia’s mandatory pension system as it digests new rules creating lifestyle strategies and loosening restrictions on domestic equity and foreign investments
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Country Report
Pensions in Central & Eastern Europe: Unwanted child no longer
Romania’s privatisation programme is providing domestic pension funds with more investment opportunities, finds Carlo Svaluto Moreolo
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Interviews
On the Record: Do you invest in long-term, illiquid assets?
Matching long-term cash flow to liabilities
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Country Report
Pensions In Central & Eastern Europe: Around the region
A Central & Eastern Europe roundup with Carlo svaluto moreolo
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Country Report
Pensions in Central & Eastern Europe: The ‘living organism’ of Macedonian pensions a decade after reforms
Macedonia was one of the latest countries in Eastern Europe to restructure its pension system, having implemented a major reform in 2005.
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Features
Funds warm to activist strategies
Almost three-quarters of attendees at IPE’s 2014 conference believe activist shareholding strategies have a role within institutional investment.
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News
Pension fund for TNO to ramp up exposure to alternative credit
Scheme looks to invest in Dutch mortgage market to benefit from high spreads, low risk profile
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Country Report
Pensions in Switzerland: Tectonic plates
The business models of Swiss private banks have been under pressure, leading many to target institutional business, as Carlo Svaluto Moreolo finds
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FeaturesHow we run our money: Hans de Ruiter, CIO of Pensioenfonds TNO
Having rationalised the fund’s portfolio, Hans de Ruiter, CIO of Pensioenfonds TNO tells Carlo Svaluto Moreolo about his fund’s positive attitude towards private equity and why he sees alternative credit as a first line of defence against challenging markets
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Country Report
Pensions in Switzerland: Changes on the horizon
Risk-based strategies are gaining momentum among Swiss pension funds, Carlo Svaluto Moreolo finds
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Interviews
On The Record: CERN Pension Fund Switzerland, Théodore Economou, CEO
As an investor, I focus on managing risk as well as return. Going forward, simply beating the index will no longer be enough, and that is why they will have to focus on risk-management in portfolio construction. At the same time, I believe it is important to look at the long-term cycle, as there is value added in identifying long-term risks and trends.
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Interviews
On The Record: Veritas Pension Insurance Company, Finland, Niina Bergring CIO
The growth divergence between the US and Europe, and the different behaviours of the respective central banks, will simply mean two things: that the euro will be even weaker than it is, and that interest rates will be rigged for even longer in Europe than in the US.
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Interviews
On The Record: Publica, Switzerland Stefan Beiner Head of asset management and deputy CEO
The major concern remains the low interest rate environment. We do not believe rates will increase as fast as in other cycles. The valuation on fixed income in general is rich, and equities are also valued on the high side, depending on the region. It is really difficult to hide right now. I am not that optimistic for the mid-term future, and therefore our internal expected returns are quite low for the next three years.
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NewsIPE Awards: Pension funds warming to activist shareholding strategies
More than half of respondents to poll believe activist strategies have role within institutional investment
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News
Lyxor announces product push, goal to grow AUM by 50% by 2018
New organisation to comprise ETFs & Indexing, Absolute Return & Solutions and Alternatives & Multi-Management
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News
Chairman for Italian journalists' pension fund put under investigation
Italian prosecutors trying to establish whether chairman was involved in deal with Sopaf
