All IPE articles in December 2018 (magazine) – Page 3
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Features
Accounting Matters: The audit F-word
Increased incidence of accounting fraud raises questions about UK audit standards
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Opinion Pieces
Long Term Matters: What should investors do about authoritarian governments?
In October, I wrote that investors would soon have to choose between backing social justice or going along with authoritarian- ism. I was not expecting that the choice would come so quickly
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Features
Checking back on 2018
In January, in this column, I highlighted areas to watch for 2018. In the spirit of holding myself to account, it’s time to see how they panned out
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Features
IPE Expectations Indicator: December 2018
At times we aim to find the mountains within the molehills of manager expectation shifts. In our defence, any curvature is worthy of recognition. Sometimes, changes (or lack thereof) come along that are worth diving into. In the prior survey, it was the four-month lack of change within the high sentiment toward US equity markets to rise that was significant. During the current period, hyperbole aside, change has come.
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Special Report
AP2: Demanding but worthwhile
AP2’s in-sourcing journey has reduced costs and boosted its flexibility and transparency
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Interviews
How we run our money: Första AP-fonden (AP1)
Mikael Angberg, CIO of Första AP-fonden (AP1), one of Sweden’s buffer funds, outlines the fund’s investment philosophy to Carlo Svaluto Moreolo
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