All articles by Carlo Svaluto Moreolo – Page 8
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Opinion Pieces
The recovery does not eliminate systemic risk
The world’s economy is already recovering from the damage inflicted by the lockdown measures imposed to contain the spread of COVID-19 in 2020.
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Interviews
How we Run our Money: LGPS Central
Mike Weston (pictured), CEO of LGPS Central, talks to Carlo Svaluto Moreolo about creating a state-of-the-art investment-management operation
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Special Report
Green Bonds: European fixed income becomes greener
The European Commission is set to become the largest issuer of green bonds, a market that is enjoying spectacular growth
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Asset Class Reports
Activist investors: Muscular stewardship
New types of activist investor are attracting support from long-term asset owners, particularly on environmental and social topics
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Interviews
On the record: Stewardship in action
IPE asked three pension funds about their stewardship strategies and agendas ahead of the 2021 AGM season
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Interviews
On the record: The inflation question
IPE asked three pension funds about their outlook for inflation and how they would seek to adapt their fixed-income strategies to a new rates environment
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Interviews
Strategically Speaking: Cardano
The central argument of the 2015 documentary ‘Boom, bust, boom’, which features several high-profile experts including Nobel laureates Paul Krugman, Robert Shiller and Daniel Kahneman, is that financial crises are natural events caused by human nature.
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Interviews
How we run our money: Bayer-Pensionskasse
Stefan Nellshen (pictured), CEO of the Bayer-Pensionskasse, tells Carlo Svaluto Moreolo about the fund’s ALM approach
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Interviews
How we run our money: Sampension
Henrik Olejasz Larsen, CIO at Denmark’s Sampension, talks to Carlo Svaluto Moreolo about the fund’s bias towards value equities and its diversification strategy
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Asset Class Reports
Trade Finance: Weathering the storm
Trade and supply-chain finance has faced several threats in recent years but the opportunity for institutional investors is alive and well
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Interviews
On the record: Value makes a comeback
IPE asked two European institutional investors what biases are built in their equity portfolios, as value equities show signs of new-found strength
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Special Report
AP3’s partnership approach
Claudia Stanghellini, head of external management at Tredje AP-fonden (AP3), talks about the fund’s strategy when selecting managers
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Interviews
On the Record: Securities lending
We asked two European pension investors how they reconcile their securities lending and short-selling activities with their responsible-investment policies
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Interviews
How we run our money: Pensionskasse Manor
Martin Roth (pictured), CEO of Pensionskasse Manor, talks to Carlo Svaluto Moreolo about the fund’s diversification strategy and long track record in alternatives
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Opinion Pieces
‘Whatever it takes’ may not be enough
Italy has another new government; the 67th since 1946. An argument over the management of EU COVID-19 recovery funds led to the appointment of Mario Draghi, the former president of the European Central Bank (ECB), as prime minister. He is after all credited with saving the euro-zone by pledging to do “whatever it takes” during the 2012 debt crisis.
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Special Report
On the record: The path to recovery
Six major pension investors chart the risks and opportunities ahead as the world moves into a recovery phase
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Interviews
How we run our money: Local Pensions Partnership
Chris Rule (pictured), CEO of the £19.7bn Local Pensions Partnership (LPP), speaks to Carlo Svaluto Moreolo about building an in-house investment management outfit
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Opinion Pieces
COVID-19 barely tested the financial system
The financial system seems to have coped well with COVID-19. This is despite the repeated recent warnings about a build-up of systemic risk. In turn this has been linked to the abundance of cheap debt and the growth of the asset management industry.
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Interviews
On the record: Search for robust equity portfolios
IPE asked two investors how their equity portfolios are positioned
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Opinion Pieces
The real meaning of engagement
Empirical evidence suggests that individuals are unengaged with DC pensions. This is demonstrated by the vast majority of DC members remaining in default funds and reluctant to increase contributions.