All Features articles – Page 52
-
Features
Politics needs a longer lens
It is necessary to come to terms with the end of left and right
-
Features
The impaired financial instruments standard
From January 2018 IFRS 9 will replace the IASB’s existing rule book
-
Features
Lending risks are exaggerated
Patient investors will benefit from an exposure to alternative credit
-
Features
ESG: Has the penny dropped on pay?
Some companies are starting to get the shareholder message on executive remuneration
-
Features
Macro matters: The downsides of hegemony
The US benefits from global dominance but there are downsides for the rest of the world
-
Features
The tribulations of a democratic SWF
Government indicates that unlisted infrastructure brings on board new risks that the Norwegian public will not like ‘Discretionary bets’ and ‘operational mistakes’ seen as big risks that the oil fund should avoid
-
Features
Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
-
Features
Mononationals: Case for foreign domestics
An unexpected consequence of globalisation is that it may be more beneficial to invest in firms that are predominantly national
-
Features
A buoyant risk settlement market
Attractive pricing drove UK pension scheme demand for bulk annuities in 2016; Reinsurers’ appetite for longevity risk transfer remains high
-
Features
Mexican Peso bonds: A Trump rebound
Mexican assets have benefited from the softening of the Trump administration’s protectionist rhetoric
-
Features
PME's ESG Strategy: Members help PME raise the bar
Pension fund for Dutch metal and electronic engineering sector seeks impact; Divesting from tobacco, embracing responsible investing model
-
FeaturesInterview: Andrew Lo, MIT Sloan School
When President Harry Truman asked to be sent a one-handed economist, he aptly summarised the conundrum that Andrew Lo sets out to resolve in his book, Adaptive Markets.
-
Features
Asset allocation: Cautious optimism on Europe
Focus on central banks as they edge towards rate rises; June Fed hike is priced in
-
Features
Corporate transactions: Is compulsory clearance ahead?
Increased regulatory powers over UK corporate transactions could harm sponsors; The regulator would need enhanced powers to process applications efficiently
-
Features
Ahead of the Curve: Who’s afraid of a sideways market?
The global economy could continue to surprise on the upside but the impact on the medium-term path of equity prices would be weaker
-
Features
Absolute returns: How to assess unconstrained portfolios
A look at some of the variations of absolute return strategies
-
FeaturesPainting a pension picture: ABP to offer visual insight into benefits
The €389bn Dutch civil service scheme ABP is to offer participants a visual insight into the pension rights they have accrued under its defined benefit arrangements.
-
FeaturesIPE Expectations Indicator June 2017
When fewer than one in 10 respondents expects something to happen, it is hard to accept it could happen. There is an increased number of such instances in the most recent IPE Asset Manager Expectations poll.
-
Features
Transition problems
The travails of defined benefit pension schemes and insurers are well known as they seek to meet liabilities made in previous decades in today’s ultra-low-rate environment
-
FeaturesFrom Our Perspective: Pension roads to Rome
Around the beginning of the 2000s enthusiasm for pension funding was at a high. As Germany took measures to unwind the cosy ‘Rhineland capitalism’ cross-share-holdings, book reserve pension liabilities seemed like yesterday’s solution
