All IPE articles in December 2016 (Magazine)
View all stories from this issue.
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FeaturesIPE Expectations Indicator December 2016
With the US election over, the opportunity of interpreting expectations of managers just prior to it is interesting. There were some interesting changes in the most recent period, but by far the most intriguing was the shifting of expectations to stability in equity markets without significant changes elsewhere.
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Special ReportOutlook 2017: Will the great unravelling continue?
If 2017 contains half the shock level of 2016 it will be a momentous year. This year saw not just one but two heavy blows to the established global order
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Special Report
Outlook 2017: Four trends to look out for
Daniel Ben-Ami outlines key factors likely to have an impact on investment performance in the coming year
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Special Report
Outlook 2017: Paris Agreement focuses minds
The speedy ratification of the COP21 climate change deal cements the investment relevance of action against global warming, reports Susanna Rust
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Special Report
Outlook 2017: The rise of populism
Electorial victories by populist movements in Europe would have serious implications for institutional investors, warn Gijsbert de Lange and Cees Harm van den Berg
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Special Report
Outlook 2017: Growing political influence
Political risk has become more complex with the traditional divide between left and right being replaced with a conflict between globalisation and nationalism, writes Bob Swarup
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Special Report
Outlook 2017: Breaking up is hard
The UK referendum result raises the possibility of other countries leaving the European Union. Christoph Schon and William Morokoff examine the impact of such a scenario
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Special ReportOutlook 2017: Political focus - Europe
Geopolitical tensions look set to be felt across Europe in 2017. Daniel Ben-Ami and Carlo Svaluto Moreolo outline some of the most important
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Country Report
Sweden: AP7 could double after reforms
Sweden’s Premium Pensions Committee wants new pension savers’ contributions to go straight to AP7’s Såfa balanced default option as part of reform proposals, writes Rachel Fixsen
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Country ReportPensions in Nordic Region: Iceland - Opportunities abound
Icelandic funds are looking to step up their foreign exposure now that exchange controls are being lifted. But they are in no rush
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Features
Pensions Accounting: Prisoners of time
The International Accounting Standards Board (IASB) has concluded its latest agenda consultation exercise and added a research project to address what it calls “Pension Benefits that Depend on an Asset”. Despite the impressive title, the research is unlikely to cause a flurry of activity on pensions.
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Features
Who’s afraid of securitisation?
The 1933 Disney animation The Three Little Pigs featured Fiddler and Fifer, who believed their straw houses were safe from a marauding wolf. The movie popularised the song Who’s Afraid of the Big Bad Wolf; as readers will be aware, the pigs’ straw houses were not safe from the wolf, who blew them down.
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Country Report
Norway: KLP stays focused after reform
Aage Schaanning, CFO at Kommunal Landspensjonskasse talks to Rachel Fixsen about the challenges it faces in the new commercial and regulatory landscape of Norwegian pension provision
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Features
Melbourne Mercer Global Pension Index: The underestimated impact of ageing
“There is no perfect pension system that can be applied universally,” but the truth of the matter is, some do better than others. In the eighth edition of the Melbourne Mercer Global Pension Index (MMGPI), Denmark, the Netherlands and Australia retained the top spots.
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Features
Ahead of the Curve: Fintech flies in emerging markets
Fintech is finding a natural home in emerging markets where traditional banks and insurance services are less established. Andrew Ness reports
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Features
India: All to play for
The signs suggest India is poised for dramatic improvements in its economy. But there are challenges around job-creation, education and manufacturing
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Interviews
On the Record: How will your asset allocation change?
Three pension funds - CWPS, ERAFP and Stapi - discuss chnges to their asset allocation
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Features
Asset Allocation: The big picture
Bond yields have been rising, which is not that surprising given that sharp sell-offs in government markets have been reasonably frequent in the multi-year bull-run
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Country ReportAsset Allocation: Pension funds embrace the real
Jim Robinson reviews the recent mandate activity of large Nordic institutional investors
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Country Report
Alternative Financing: Making a private judgement call
Can Nordic pension funds use their experience with private equity to build private debt portfolios? Carlo Svaluto Moreolo reports
