All Features articles – Page 47
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Features
Ahead of the curve: Why bond covenants matter
For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG
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FeaturesIPE Expectations Indicator: February 2018
Given the similarities between the February 2018 and February 2017 expectations surveys, it may be appropriate to wish everyone a ‘happy same year’
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FeaturesMary Robinson: ‘We need a just transition’
Mary Robinson, the former Irish president and United Nations High Commissioner for Human Rights, gave a keynote address at IPE’s 2017 Conference. Afterwards she talked in more detail to Daniel Ben-Ami about how she sees the world
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FeaturesDo not expect a tech-driven revolution
Despite the amount of academic research, the theoretical concepts underpinning portfolio management remain the same
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Features
Long-term investing: Equities will experience gravitational pull
This second article on a new survey argues that investing will remain a relative-value game
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FeaturesFocus on the end goal
Buy and sell side can capitalise by thinking strategically about the focus on long-term invesment
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FeaturesDiary Of An Investor: Paradise lost
As our co-investment partners PensionKøbenhavn found recently, unexpected risks can turn round and bite you
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Features
ESG: Hard lessons on climate reporting
How are investors responding to France’s article 173 requirement on climate disclosure?
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Features
Briefing: The return of carry
The carry trade may be making a comeback, after a decade in the doldrums, laid low by the global financial crisis
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Features
Briefing: ‘Ill’-liquidity?
The changing financial services landscape raises doubts about the belief that publicly traded investments are more liquid than private ones
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Features
Netherlands: The bond-to-swap trade
Dutch pension funds are picking up a yield premium by using swaps
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FeaturesCrypto-currencies lack real basis
Crypto-currencies divide opinions sharply. Some rave about them while others are scathing
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FeaturesCrystal balls at the ready
Asset managers have all issued their outlooks for the forthcoming arbitrary 12-month period
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Features
Ahead of the Curve: Best strategies for crises
US equities are eight years into an equity bull market, which must end. Investors are asking how they can protect their equity allocations if and when a correction happens
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FeaturesBritish Steel: Ground-breaking restructuring gives way to advice controversy
BSPS members faced a choice between a new scheme with lower benefits or dropping into the Pension Protection Fund
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FeaturesAsset Allocation: A benign outlook for 2018
The synchronised global pick-up in growth and trade looks like it could have the strength to carry on without central bank liquidity infusions
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FeaturesIPE Expectations Indicator: January 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions
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FeaturesNorway reduces oil risk
A hallmark of Norway’s sovereign wealth fund has been its transparency. But Norway has also felt the need to tread cautiously when it comes to the fund’s investment policy
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Features
New pensions system is still a long way off for the Netherlands
2020 deadline looks less realistic amid delays and disagreements as to how new sytem should work
