All IPE articles in December 2018 (magazine) – Page 2
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Features
Collective DC in the Netherlands
How Dutch collective defined contribution schemes came about and how they differ from other schemes
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Asset Class Reports
Case Study: Local Pensions Partnership
LPP’s Richard Savage describes his approach to running an in-house global equities portfolio
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Special ReportBuilding investor resilience in a downturn
Investors need to look at varied downturn scenarios that take new risks into consideration
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Opinion PiecesBrussels People: Sven Giegold, MEP
While he derives some satisfaction from advances in green energy and the like, Sven Giegold is unhappy that most global investment can still be classed as environmentally unsustainable.
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Interviews
Strategically speaking: BlackRock Credit
BlackRock is adding to its global private debt capabilities
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Asset Class Reports
FAANGS: Tech black swan in the wings?
The US technology giants could be hit by extreme risks
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Special Report
UK In-house Management: Is it better in-house?
In-house asset management can deliver cost savings, control and overall value benefits but for complex or short-term strategies external management may offer better value for money
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Special Report‘Russians are convinced they were betrayed’
Professor Rainer Wedde of Wiesbaden Business School discusses the forces behind a decade of rising tensions between Russia and the West
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Opinion Pieces
Letter from the US: REITS a good long-term bet, says study
Investors have lost some of their enthusiasm for US REITs – real-estate investment trusts – after their poor performance in the third quarter. From July to September, the FTSE Nareit All Equity REITs index gained 0.5%, compared with a 7.6% return for S&P 500 over the same period. The return of the REITs index has trailed behind S&P 500 by more than seven percentage points for the first three quarters of the year.
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FeaturesDutch reform: ‘Complexity and stubbornness killing world’s best pensions system’
Despite ranking as the world’s best in the Melbourne Mercer Global Pension index, the Netherlands’ pensions system is being hit by too much complexity and ineffective regulation
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Asset Class Reports
Central Banks: Be wary of the bulls
Opposing views on the timing and effects of quantitative tightening suggest investors should be cautious of high valuations
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Special Report
ATP: In-house benefits
ATP values being at the investing coal face as a learning experience
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Country ReportAsset Management: Fit for purpose
The globalisation of asset management means that Swiss managers have to broaden their product range and service different regulatory regimes
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Special Report
AQR: Risk-parity reasoning
John Huss and Yao Hua Ooi, principals at AQR, explain the firm’s approach to risk parity
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Country Report
Illiquid Investments: Challenges ahead
Illiquid investments should appeal to pension funds because of their long-term benefits, but are opportunities equal?
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Features
Fixed income, rates, currencies: Challenges still lie ahead
While the US mid-term elections saw the Democrats regain the House of Representatives, trade policy remains in the hands of the White House. Trade tensions, between the US and China in particular, will remain to the fore. President Trump’s aggressive trade policy is already having a global impact with declining purchasing manager indices indicating corporate hesitation in future plans.
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Features
Ahead of the curve: Sporting a safety jacket in a market of weak protections
Funds that take on loans that have been rejected by banks are likely to be problematic for investors
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Opinion PiecesGuest viewpoint: Simon Lewis, AFME
Europe’s capital markets are facing some of their toughest challenges since the global financial crisis
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Features
Credit allocations: Time for a re-balancing act
Investors are ignoring indicators that should encourage a more selective approach to credit
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