All Features articles – Page 32
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FeaturesResearch: Pension investors seem to be losing faith in quantitative easing
In the first of two articles on a new survey of pension plans, Pascal Blanqué and Amin Rajan find that unconventional monetary policy has taken a toll on pension funds
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FeaturesOngoing UCITS fees are falling
UCITS are an example of EU financial innovation and a global success story. With €10.1trn in total net assets, UCITS help global investors save for financial goals, including retirement, education, and housing.
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FeaturesPerspective: Ontario Teachers' Pension Plan
As he ends a six-year stint at the helm of Ontario Teachers’ and prepares for retirement, Ron Mock reflects on the alignment of interests between the organisation and its stakeholders
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FeaturesIPE Quest Expectations Indicator: November 2019
Bond sentiment has been trending upwards for a year, approaching a net value of zero everywhere, except in the EU. Analysts contend that central banks have secured a soft landing.
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FeaturesAhead of the curve: The duration bubble
Has the world entered a new paradigm in which growth, inflation and value investing are dead? Various indicators might have us believe this is the case.
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FeaturesSpanish pension industry presents inaugural Aldecoa memorial awards
The Spanish pension fund industry gathered in Madrid last month to remember Jon Aldecoa, and to launch awards named after him.
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FeaturesBriefing: Alternatives to large-cap buyouts
Large buyout funds are a staple ingredient in many institutional pension funds’ private-equity portfolios. Focusing on more diversified private-market strategies could be a better way to achieve return objectives
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FeaturesBriefing: There is still room for growth
Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.
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FeaturesFixed income, rates, currencies: Clouded by uncertainty
It was predictable that risk markets should have reacted positively to the news of an agreement in principle in the US-China trade negotiations. Although assuredly better than a seemingly relentless stream of bad will between the protagonists, the provisional agreement is in no way a solution to the conflict. Another round of trade talks could be necessary just to reach a tentative accord. Investors would be wise to temper enthusiasm to extrapolate the ‘good news’ too far.
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FeaturesMiFID II in the US: Complexity cost
The impact of MiFID II in the US is complicated and convoluted
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FeaturesTributes pour in for ‘founding father’ of investment consulting
Tim Gardener, the man credited with making visionary contributions to the UK investment consulting industry, died in October.
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FeaturesPerspective: Fear the walking dead
Zombie firms – those dependent on the easy availability of cheap credit – threaten to suck the life out of otherwise viable companies
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FeaturesSwitzerland: Online lending
The popularity of crowdlending is rising, but will it challenge the mainstream?
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FeaturesIPE Quest Expectations Indicator: October 2019
There has been a widening of the equity sentiment gap between the euro-zone and the US, and the UK and Japan.
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Features
The accounting backstop
What if the Irish government pumped €64bn into its banking system to repay loans to the European Central Bank (ECB) and the Irish Central bank illegally?
