All Features articles – Page 9

  • IPE Quest Expectations Indicator February 2023
    Features

    IPE Quest Expectations Indicator: February 2023

    February 2023 (Magazine)

    Russian attacks against Ukrainian civilians are hampered by efficient air defence. With weapons for the Ukrainian military on the way, a new offensive seems imminent. US President Joe Biden’s troubles over classified documents are a relief for Republicans. The threat of a US-EU trade conflict over China is growing as both sides retreat into nationalistic behaviour. In the UK, Conservatives are under threat of predicted historic losses, while Prime Minister Rishi Sunak so far has done nothing to repair relations with the EU.

  • Leppälä Matti
    Features

    PensionsEurope: Not all doom and gloom for 2022

    February 2023 (Magazine)

    After the bumper investment returns of 2021 – the best that many pension funds had ever experienced – last year’s results were disappointing.

  • Defend Monica 1
    Features

    Research: Pension investing in an inflation fuelled world

    January 2023 (Magazine)

    Monica Defend and Amin Rajan highlight the big upheavals facing pension investors

  • 1-GIST Impact
    Features

    ESG: Germany’s energy options

    January 2023 (Magazine)

    The country’s reliance on Russian gas means its change of energy sources will carry a larger environmental cost

  • SPB_7732
    Features

    Pension funds at risk from cyber security threats

    January 2023 (Magazine)

    Regulators are increasingly focusing on the vulnerabilities of pension funds to the threat of cyber attack, which can bring disruption and potentially large-scale reputational fallout for schemes and sponsors

  • Japan government bond (JGB) 10-year yield and inflation-indexed bonds (JGBi) 10-year yield
    Features

    Fixed income, rates & currency: Inflation strengthens its grip

    January 2023 (Magazine)

    Whereas news of the hostilities in Ukraine may be losing their potential to shock and dislocate the world economic order, inflation news has maintained its powerful hold over financial markets across the world throughout 2022, with many economies recording their highest inflation levels for decades.

  • Joseph Mariathasan
    Features

    Climate risks – pay now or later?

    January 2023 (Magazine)

    Climate change is an emergency that requires all hands on deck. What should be the role of investors when it is governments that have the most power to effect change?

  • Dr Apostolos Thomadakis
    Features

    European Commission announcement brings some clarity to derivatives clearing

    January 2023 (Magazine)

    Many unanswered questions linger after the departure of the United Kingdom from the European Union. However, a recent announcement by the European Commission (EC) promises to bring some much-needed clarity to the derivatives market. 

  • nguyen que
    Features

    Ahead of the curve: Is small cap the next mean reversion trade?

    January 2023 (Magazine)

    By now, most investors have noticed a rebound in value relative to growth in equity markets. After underperforming growth over the past decade, value stocks are experiencing strong mean reversion and outperforming significantly. 

  • Sue Lloyd
    Features

    Accounting: Long-haul climate change reporting

    January 2023 (Magazine)

    Shortly after the International Sustainability Standards Board (ISSB) tentatively confirmed that companies using its climate-reporting standard must disclose their Scope 3 greenhouse gas (GHG) emissions, board chair Emmanuel Faber took to Twitter, making the bold claim that the board was “rewriting economics”. 

  • Virtu Global Tradewatch - Jan23
    Features

    Virtu Global Tradewatch - January 2023

    January 2023 (Magazine)

    November 2022 data through to 6 December 2022

  • BENCHMARK RISK1
    Features

    Qontigo Riskwatch - January 2023

    January 2023 (Magazine)

    *Data as of 30 November 2022. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants

  • Net sentiment equities
    Features

    IPE Quest Expectations Indicator - January 2023

    January 2023 (Magazine)

    Better air defence and the ground freezing over are steadily improving the outlook for Ukraine’s forces, now locked in stalemate. A series of blunders haunts US Republicans in general and Trump in particular. If Biden’s stimulus package is enacted, it will counteract Fed policy, possibly prolonging the series of interest rate increases. The EU seems to have bought too much gas. It has agreed to take border measures against some products from climate change laggard countries.

  • Sophia Harrison 2022
    Features

    UK fiduciary managers wrangle with LDI fallout

    December 2022 (Magazine)

    UK Gilt yields rose throughout 2022, even before September’s well-publicised spike caused by the unfunded mini budget. Fears of global inflation, exacerbated by the energy crisis and geopolitical uncertainty following Russia’s invasion of Ukraine, took UK 10-year yields from around 1% in January to 3% in mid-September.

  • Luca Paolini
    Features

    US dollar strength and the issues facing institutional investors

    December 2022 (Magazine)

    Most central banks across the world are raising interest rates – some more aggressively than others – but it is proving hard for any of them to out-hike the US Federal Reserve. The resulting widening interest rate differentials have been an important factor in the appreciation of the US currency.

  • US Bureau of Labor Statistics
    Features

    Fixed income, rates & currency: Recessions - but when?

    December 2022 (Magazine)

    With the fourth consecutive 75bps hike in rates delivered in November, US Federal Reserve chair Jerome Powell suggested that the pace of the hikes might be slowed in the coming months (so slightly dovish), but then said that the terminal rate and how long it would be held was more important than the speed of tightening (back to hawkish). The initial dollar sell-off was unwound by the end of the press conference.

  • Joseph Mariathasan
    Features

    Sustainable tourism: consumers need direction

    December 2022 (Magazine)

    The end of COVID lockdowns in most places has led to a boom in tourism in 2022 and a return to normality that should persist. Before the COVID pandemic, tourism accounted for around 10% of global GDP and 8% of global greenhouse gas (GHG) emissions, according to speakers at the Reset Sustainably conference on sustainable tourism held in London in September. The size of the industry means that moving towards more sustainable development can have a significant, positive impact on the world, both in terms of climate change and in the protection of natural resources, including biodiversity. 

  • European pension dashboard
    Features

    European pension dashboard in the starting blocks

    December 2022 (Magazine)

    The European Tracking Service for pensions has been years in the making but is now set for a rollout, to be completed by 2027 

  • Andreas GF Hoepner
    Features

    How SFDR became the impact benchmark star

    December 2022 (Magazine)

    Impact is often defined by intentionality and additionality. 

  • Long:short equity across the cycle
    Features

    Ahead of the curve: Recalibrating alternative allocations for a new market

    December 2022 (Magazine)

    Geopolitics, inflation, and central bank policy have agitated financial markets in 2022, leaving returns and diversification in short supply. A comparison of global equities and bonds provides a sense of just how challenging the results have been.