All articles by Carlo Svaluto Moreolo – Page 9
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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.
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Special Report
Defined contribution: The engagement fallacy
The idea that successful defined contribution (DC) pension solutions require a high level of member engagement is being questioned
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Interviews
How we run our money: BT Pension Scheme
Frank Naylor, CIO of the UK’s BT Pension Scheme, talks to Carlo Svaluto Moreolo about building a resilient portfolio
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News
Italian industry-wide DC funds team up for private debt investment
Four funds have committed €195m in total
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News
IPE Conference Day 1: Global political risk, sustainability and resilient portfolios
Tina Fordham (Avonhurst), Elizabeth Corley (Impact Investing Institute), Amin Rajan (CREATE-Research), and Marg Franklin (CFA) among other speakers
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Opinion Pieces
Deleveraging is no free lunch
After temporarily shutting down the global economy, governments are pursuing a massive fiscal expansion in order to support struggling businesses and consumers.
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Interviews
How we run our money: Germany's BVK
André Heimrich (pictured), CIO of the Bayerische Versorgungskammer (BVK), and his team speak to Carlo Svaluto Moreolo about the pension fund’s global diversification strategy
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Features
Briefing: Feast or famine
With the end of the COVID-19 pandemic still out of sight, any forecast of the size of economic damage it will inflict has to be viewed with caution. Yet there seems to be a consensus that default rates on leveraged loans will stay elevated throughout 2021 and beyond.
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Features
Strategically Speaking: BlueBay Asset Management
Nowadays, it seems fair to ask asset managers whether they believe they can fulfil their clients’ needs while at the same time doing their bit to fight COVID-19.
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Interviews
On the record: Outlook 2021
Heading towards the end of one of the most challenging years ever for the global economy, IPE asked three institutional investors about their outlook for 2021
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Opinion Pieces
Talking to strangers
In his recent book, Malcolm Gladwell discusses how people’s natural lack of ability to detect lies can lead to unpleasant consequences.
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Interviews
On the Record: Manager selection
IPE asked three institutional investors how manager selection has changed as a result of the restrictions imposed in response to COVID-19
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Features
Perspective: Manager selection in a pandemic
The social distancing restrictions imposed to contain COVID-19 have made external asset manager selection more demanding, but investors are adapting
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Interviews
How we run our money: Lothian Pension Fund
Bruce Miller (pictured), CIO at the Lothian Pension Fund, talks to Carlo Svaluto Moreolo about the fund’s inclination towards equities and internal management