All Features articles – Page 59
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Features
Diary of an Investor: War stories
Last month I joined our co-operation partners at PensionKøbenhavn in Copenhagen for a private round table of institutional investors discussing real assets
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Features
Switzerland's pensions debate: Negative for longer
Switzerland is engaged in a debate not just about its pension reforms, but also wider issues of intergenerational fairness and the stability of the second-pillar pension system
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Features
Commodity prices on the rebound
After hitting a low earlier this year, are commodity prices on the brink of a sustained rise? Daniel Ben-Ami investigates
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Features
Trump fixation obscures bigger picture
Donald Trump is such a lurid character (to put it politely) that it is all too easy to become obsessed with him. That helps explain why there is so much fraught discussion of him even outside the US
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Features
Asset Allocation: The big picture
In most elections, pollsters do their best to gauge voting intentions. However, until the votes are cast, experience has shown that exercising a more cautious pre-election stance is probably advised
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Features
Ahead of the Curve: Trend-following - quality not quantity
Stephen Wood explains why a single well-researched trend-following investment model can produce better results than simply relying on diversification using different models
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Features
Accounting: Just ignore the FRC
The UK government’s release of documents under the Freedom of Information Act has brought into question the Financial Reporting Council’s pronouncements on distributable profits. Stephen Bouvier explores the issue
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FeaturesIPE Expectations Indicator November 2016
Summer is over. Gone for the next nine months are the warm nights, and worry-free days…correction, only the warm nights have gone. The worry-free days did not exist this summer, and they still do not.
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Features
Rethinking political risk
In recent conversations with investors about the prospects for global growth, the focus seemed to be more on the upcoming US election and Brexit than on economic fundamentals. It struck me how musings on political risk can influence an investor’s view on long-term market returns.
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Features
An industrial revolution
There used to be a stark divide in pensions, particularly in the UK and the US, with a high level of security in defined benefit (DB) and a low level in defined contribution (DC)
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FeaturesFrom Our Perspective: How transparent?
Gerard van Olphen, CEO of APG, contends that the Dutch pension sector is in denial about the need for transparency. The same accusation could be levelled against pension funds in other places.
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FeaturesHow we run our money: HeidelbergCement
Marc Boone of HeidelbergCement explains why the group’s approach to running its many pensions schemes is like sailing a fleet of ships
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Features
Research: Retirement Income - How much is enough?
Bonnie-Jeanne MacDonald outlines a new approach to the calculation of retirement income adequacy
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Features
Hedge Funds: Seeding to enhance returns
Institutional investors face challenging allocation decisions in the current low-yield environment. Mark de Klerk explores how seeding could enhance returns of a hedge fund allocation
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Features
Risk: Plane disaster lesson for investors
Stephan Lods says analysing decisions that led to a 1977 airline disaster could help investors better understand risk
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Features
Diary of an Investor: At the high table
Recently, I was invited to join a network of financial academics as a ‘practice adviser’, which means I speak to them regularly about the challenges our pension fund faces and what we are doing in the investment portfolio.
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Features
A dollar decline is overdue
For anyone who follows currency trends, and indeed asset markets more generally, the triennial survey from the Bank for International Settlements is invaluable
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Features
Value Chain: A price worth paying
A better investment value chain would involve lower short-term profitability for providers in return for greater long-term sustainability of relationships, according to Tim Hodgson
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Features
Returns: Bonds boost interim results
Returns in the low single-digits were common across the northern European pensions landscape in the first half of 2016, as bonds rallied while equities slumped.
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Features
Research: The need for retirement bonds
Government-issued retirement bonds with a GDP-related coupon would help redress the savings imbalance by increasing government investment and mitigating the effects of quantative easing on pension funds, Jean Frijns, Theo van de Klundert and Anton van Nunen write
