All Features articles – Page 61
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Features
Focus Group: The fall-out from Brexit
Thirteen (62%) of the investors polled for this month’s Focus Group expect the European economy will be worse off once Britain leaves the European Union
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Features
Brexit: Block out the financial noise
If there is one thing the Brexit referendum proved without doubt, it is how difficult people find it to resist confirmation bias
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Features
Italian Banks: Little cause for panic at this stage
While Italy’s banks are languishing because of a legacy of poorly performing loans, there is a belief that the EU will not let the sector fail
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Features
Asian Pension Funds: Strength in numbers
Partnerships, co-investments and asset pooling are on the rise as Asian institutions take a more collaborative approach towards investment
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Features
Strategic Investment Funds: Different animals to deal with
Strategic investment funds offer interesting co-investment opportunities but have their own rules and incentives, according to Georg Inderst
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Features
Asset Allocation: The big picture
Uninspiring macro economic data releases are accepted as the norm, often with less bad economic news received positively because it was not as dire as the consensus had expected
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Features
Ahead of the Curve: The constants amid the flux
Dominic Wallington says investors need not fear new disruptive technology or turbulent times if they seek out companies with the qualities to survive and flourish
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From Our Perspective: Brexit adds to the pressure
Future observers might point to the 23 June EU referendum as a turning point for UK occupational pensions. The fall in Gilt yields has added pain to trustees and sponsors, vindicating those who had hedging strategies in place
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Features
US Pension Governance: Upgrading for the 21st century
US public pension scheme trustees are having to develop the expertise and structures to deal with increasingly complex operations and demands of the sector. Christopher O’Dea reports
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Features
Italy: The Atlante 2 impasse
A series of forthright announcements from Italy’s professional sector pension funds might have disappointed government hopes for money to prop up ailing banks but have served to reassert the sector’s commitment to fiduciary duty
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FeaturesIPE Expectations Indicator September 2016
As time passes since the UK’s decision to leave the EU, some of the trends of the months prior have returned. This includes: outperforming US equity markets and dwindling faith in US dollar strength against the euro and yen (albeit with some volatility) and in sterling, which continues to drift lower after its post-Brexit decline. Whether managers’ expectations have recovered as quickly as these trends is the subject of this month’s review.
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FeaturesIPE Expectations Indicator August 2016
The expectation survey for August was completed in a post-Brexit market environment in which uncertainty was high, but cooler heads ultimately prevailed. Initial reactions caused a rebound in USD strength and an equity market sell-off, which was ultimately short-lived. Nevertheless, disrupted markets will influence expectations and results from the survey reflect managers’ concerns towards riskier assets.
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Features
Italy's pensions reform: No more tinkering
Only four years since the last pensions reform, the Italian government is once again discussing further changes to the system.
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Features
Norwegian Government Pension Fund Global: Fund urged to help foster tax transparency
As a small country in charge of a not-so-small sovereign wealth fund, it is hardly surprising that the NOK7.1trn Government Pension Fund Global’s power for good or bad causes some level of anxiety in Norway
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Features
Focus Group: Split on high pay for trustees
Nine (40%) of the investors polled for this month’s Focus Group say diversity is important or very important on a pension fund board. Just two consider it to be unimportant, although 11 are ambivalent about the issue.
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Features
How to fight populism
A striking shift has happened in recent years. Developing countries used to be seen as unstable, while advanced economies were viewed as stable
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Features
From Our Perspective: Matters of culture
In Garrison Keillor’s fictional Lake Wobegon, not only are all the women strong and all the men good looking, but all the children are above average
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Features
Resaver: Researchers in cross-border test
A pension plan for European academics could become a model for cross-border pensions, writes Barbara Ottawa
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Features
ESG meets credit
Susanna Rust reports on a new joint initiative involving fixed income investors and credit rating agencies
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Features
Risk Management: Clear and ever present
Alastair Sewell outlines how the insidious nature of liquidity risk affects investment strategies
