All Features articles – Page 51
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FeaturesIPE Expectations Indicator September 2017
Investment managers’ expectations have been welcomingly accurate throughout the year. For example, positive sentiment toward European equities began to rise sharply near the end of 2016, followed by a roughly 20% rise in 2017. Additionally, expectations for dollar strength have been falling since January, and the dollar index (DXY) was down nearly 10% year-to-date through the recent survey period. What are managers’ views as we enter the second half of 2017?
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Sweden seeks scandal-free pensions system
It can be hard to get people interested in pensions, but the recent sharp acceleration of Sweden’s premium pension system reform process suggests scandal is one thing that will really grab the attention of the public – and politicians
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FundForum: Coming to terms with technology
Impending MIFID II rules and the perennial discussions of Brexit implications were, unsurprisingly, strong themes of June’s FundForum conference in Berlin
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ESG: The climate conundrum
Considering climate-related risk could lead to fewer carbon-intensive business models
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Briefing: Cyberwar without end
Financial institutions are involved in a cyber arms race against criminals
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Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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Briefing: MiFID II – The birth of a market
As MiFID II comes into effect, asset managers and brokers must negotiate a price for sell-side investment research
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Asset managers prepare for a digital future
A three-way chain reaction between technology, regulation and demographics is driving a new transformation
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FeaturesInterview: Andreas Kretschmer, former CEO of Ärzteversorgung Westfalen-Lippe
When Andreas Kretschmer was recruited to the pension fund for doctors in the German province of Westfalen-Lippe (ÄVWL) in 1992, he did not know much about pensions. But that was the whole point
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Ahead of the Curve: The tricky search for yield
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
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Ahead of the Curve: China’s ‘Blue Skies’ future
One thing that China does well, perhaps better than any other country, is to articulate a vision. It might not know every step of the journey but it knows where it wants to be
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FeaturesAccounting: Changing assumptions
The annual pensions accounting survey from KPMG is revealing on assumptions around asset ceiling guidance, discount rates and life expectancy
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Asset Allocation: Risks abound despite European recovery
Despite yet another weak and rather confusing US jobs report, there was no rush to alter Federal Reserve rate hike forecasts for the remainder of this year.
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FeaturesIPE Expectations Indicator July/August 2017
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.
