All Features articles – Page 17
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FeaturesPerspective: La dolce pensione
Italy may be on the verge of overhauling its pension system, but there are signs the reform project lacks ambition
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FeaturesStrategically speaking: Eyes on the next frontier
“Riddle me this,” asks Yves Choueifaty, founder, president and CIO of French asset manager TOBAM. “Why would 70 people who are not TOBAM employees be at our Paris headquarters today?”
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FeaturesIPE Quest Expectations Indicator - January 2022
Being sure of opinions
With all eyes on inflation, political risk is not expressed in market sentiment, perhaps with the exception of the UK. -
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Research - DB pensions: a high-wire act in the end game
In the second article in a series, Pascal Blanqué and Amin Rajan outline the intricacies of managing a defined benefit pension plan in the run-off phase
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FeaturesAhead of the curve: M&A revival a potential risk to investment grade fundamentals
Following a brief but sharp decline, 2021 merger and acquisition (M&A) volumes have surpassed pre-pandemic levels as large corporations seek to gain scale and position themselves for continued growth in years to come.
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FeaturesStrategically speaking – AlbaCore Capital: Alternative credit with pension fund roots
AlbaCore Capital, a Europe-based alternative credit specialist with North American roots, is a fairly rare example of an asset management company that was spun off from a pension fund. David Allen, founder and CIO, established the company in 2016, with a team of European alternative credit specialists that he led from within the $542bn (€366bn) Canada Pension Plan Investment Board (CPPIB).
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FeaturesPerspective - Blended finance: the ultimate impact investment
Calls for a greater role for blended finance expose the challenges and opportunities of public-private collaboration
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FeaturesBriefing: Unfinished business on IORP II
Almost three years on from the effective date for the implementation of IORP II, the directive is still being worked on, amended and adapted by Europe’s regulators. What will 2022 bring for the regulation of the EU’s pension funds?
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FeaturesBriefing - Private equity: the case for transparency
A recent paper published by US-based academic Ashby Monk and others arguably says it all in its title – *An Economic Case for Transparency in Private Equity*.
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FeaturesBriefing: EU strengthens rules on green disclosure
Investment firms need to familiarise themselves with a range of new environmental issues to prepare for a European Union law aimed at consistent environmental disclosures that also support investment decisions on environmental sustainability.
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FeaturesCreating investable opportunities for caring for the elderly
The world is ageing and the liberal democracies in the developed markets are among the fastest in that respect. China, having had 35 years of a one child policy from 1980 to 2015, also faces the challenges of dealing with a rapidly ageing population. Many working adults face a future of caring for two parents and four grandparents as a result.
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FeaturesLong term matters: ISSB, please don’t choose to play small
The International Sustainability Standards Board (ISSB) is a major development. ISSB has rightly made climate risk its initial priority but now has an important choice to make. Will it help investors address climate-related systemic risk or will it continue with ‘business as usual’, enabling investors to play small?
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FeaturesFixed income, rates, currencies: Economies at a sensitive juncture
Another new year and we are still in a COVID pandemic, as we were a year ago, although this time with economic grow-th looking pretty robust across the world. But, despite the best efforts of healthcare workers, scientists and politicians, the virus continues to exert an unnervingly strong influence on all our lives.
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FeaturesIPE Quest Expectations Indicator - December 2021
IPE’s sentiment statistics for 2021 are highly unusual. First, they were moving closely together, with one exception only – confidence in Japanese bonds remained an outlier throughout the year, with the gap with other areas increasing steadily.
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FeaturesResearch: DB plans caught in a Catch 22
Pascal Blanqué and Amin Rajan argue that a toxic confluence of demographics, regulation and interest rates are undermining the finances of pension schemes
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FeaturesLong term matters: What COP26 means for you
Whether the COP26 glass is half full or half empty is the wrong question.
