All Features articles – Page 46
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Features
Investment returns: Record year for equities boosts European pensions
In a year full of records for equity markets, European pension funds posted positive results – with most improving on their 2016 investment returns
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FeaturesDon’t turn a blind eye to Italian politics
This month’s Italian general election might seem another non-event from an investment standpoint, but it has long-term significance
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Features
ESG: European Commission triggers unease with ESG approach
Pension fund associations have warned the European Commission not to take a prescriptive approach to the consideration of environmental, social, or governance (ESG) factors by institutional investors
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Features
Asset Allocation: What’s changed?
While there was general acknowledgement that this year would indeed bring more volatility to financial markets, the sharpness of February’s stock market moves was still surprising
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Features
Ahead of the Curve: Arch nemeses - value and growth
Value has outperformed growth over the long term, but over the past decade value has endured its longest and one of its weakest periods of relative performance on record
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FeaturesIPE Expectations Indicator: March 2018
What does one expect to happen when positive sentiment declines across the board? What we know is that near universal sentiment movements do not happen often
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Features
Looking towards a new Japan
The Japanese stock market recently hit a 26-year high. This achievement is even more remarkable when considered against the geopolitical backdrop
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FeaturesPrivate markets, social impetus
There is a late-stage investment cycle feel in many markets. In private equity, reports of mega-sized fund raisings and buyouts are competing with concerns about high-yield spreads and covenant-light loans
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FeaturesDon’t doubt the power of index providers
Index providers want to have the last word to preserve their independence
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FeaturesTechnology trumps demography
Although many refrain from saying it openly, the elderly are often resented as a burden on society
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Features
Long-Term Investing: Regaining the virtues of common sense
This concluding article on a new survey argues that pragmatism dominates asset allocation
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FeaturesESG: China unveils emissions trading plan
In December, Chinese senior officials announced the imminent ‘launch’ of a national emissions trading scheme. It will be the world’s largest carbon trading system
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Features
Case study: Publica's index wisdom
Frederik von Ameln, portfolio strategist at Publica, explains how the Swiss pension fund uses custom benchmarks
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FeaturesTake care with precious metals
Gold has been a byword for trust and value for millennia. For many investors today this still holds true
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Features
Fixed income: A different breed
Bond indices are different to their equity equivalents but no less important to passive investment models
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Features
Two sides of the bitcoin
Bitcoin and other cryptocurrencies have attracted as many fans as critics
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Features
Governance: Big friendly giants
Index providers are eager to show their governance processes are robust and transparent
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Features
Reporting metrics: Management knows best
The question that accounting standard setters around the world have resoundingly failed to answer is this: what is the magic number that captures a business’s performance?
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Features
Indices and benchmarks: Let a million more flowers bloom
Index providers will continue to innovate but their business models look ripe for disruption
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Features
Asset allocation: A still unusual business cycle
There is consensus that last year’s global growth trade will continue into 2018. However, with today’s high valuations, risk assets might reward less than in 2017
