All Features articles – Page 44
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FeaturesIPE Expectations Indicator: May 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions. The month’s responses indicate movements across all asset categories, with a positive nod toward Europe, while those who predict change (for instance in the US and the UK) are seeing an erosion of confidence towards equity valuations.
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Accounting Matters: EU moves to review standards
The news that the European Commission wants to carry out a “comprehensive check of the fitness of the EU framework on public reporting by companies” appears to have caught the IFRS Foundation on the hop
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FeaturesResist the backlash against tech
Sometimes patterns are not clear until they are examined closely. In the hubbub of daily life it is easy to miss unfolding trends
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Ahead of the Curve: Robots opening doors
The robotics and automation theme has been gaining a lot of attention recently for good reasons. There is an industrial revolution emerging across all industries as they realise that the new tools and applications being developed will be highly disruptive to existing business models. These new technologies cover everything from autonomous cars and delivery drones to surgical tools.
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Private Credit: One ring to rule them all
The regulatory reshaping of banks’ balance sheet requirements is transforming the private capital markets
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Asset Allocation: Uncertainties on the rise
While rates markets remain focused on inflation and growth data, risk appetites appear more affected by the international politics of trade, led by the US
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Briefing: Avoiding nasty tax surprises
Taking a consolidated view of taxation not only removes compliance headaches for asset managers but can also give them an edge over other industry players
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Financial Crises: Awaiting the Minsky moment
The bout of marked market volatility in February prompted a heated debate: were financial markets close to a Minsky moment?
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Direct Lending: Becoming bankers
As balance sheet capital requirements mean banks step away from lending, institutional investors are replacing them
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Briefing: Commodity super cycle
The internet can in some ways be said to define globalisation.
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Falling covenants compound risk
A divergence of interests between creditors and debtors is leading to a reshaping of the European market for leveraged credit
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Covenants: Uncharted territory
The decline of lending standards could spell future trouble for loan investors
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FeaturesSpain protests as pension cuts loom
Since the autumn of 2017, hardly a week has gone by without a mass demonstration taking to the streets of large Spanish cities
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FeaturesMatters of life and death
If left to their own devices at retirement, significant numbers are likely to run out of assets years before they die
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FeaturesDiary of an Investor: Making an impact
We at Wasserdicht like to think that our company has a positive impact around the world as a pump and flood protection equipment multinational
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FeaturesInterview: Julian Mund, PLSA
Is Julian Mund trying to please too many people as CEO of the UK’s Pension & Lifetime Savings Association?
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FeaturesManagers should warn on loan risks
Three-quarters of all outstanding leveraged loans lack meaningful lender protection. This is the outcome of the steep rise of ‘cov-lite’ loans since the financial crisis
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FeaturesThe long and short of it
One question I ask as many investors as I can relates to time horizons: How can you really be a long-term investor when everything is so uncertain?
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FeaturesIPE Expectations Indicator: April 2018
The influx of pessimism in the prior survey has not carried over into this month
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FeaturesLGPS: Asset pools (almost) set for action
The UK’s 89 Local Government Pension Schemes (LGPS) have finalised their asset-pooling plans ready for this month’s deadline
