All Features articles – Page 90
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Features
Always the season for corporate governance
Before the start of the 2014 AGM season it’s time to review that infamous voting season – the so-called Shareholder Spring of 2012.
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Features
On the quiet
Activist investors are sometimes a colourful breed. One of them was the now infamous Florian Homm, who fell from grace in September 2007 in spectacular style.
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Features
Taking it one step at a time
The success or failure of Prof John Kay’s proposed investor forum hinges, unsurprisingly, on its ability to attract a critical mass of asset managers and owners to the table.
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FeaturesMeeting in the middle
The pressure is growing for pension investors to begin divesting from fossil fuel companies, Nina Röhrbein finds
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Features
Trust me, I manage money
No-one doubts that trust, ethics and integrity are central to pension and investment management.
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FeaturesWhat do you want to know?
Diary of an Investor: At Wasserdicht Pension Funds, the investment team generally gets on with the job of running the fund’s money in the way the trustees tell us to.
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Features
Large schemes warming to local investment
Dutch pension funds’ assets of €1trn were the Holy Grail for politicians and companies to plug banks’ funding gap of €478bn last year. By taking over a substantial amount of mortgage loans, pension funds could free up banks’ lending capacity and kick-start the ailing housing market and local economy.
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FeaturesRetaining interest
Torsten von Bartenwerffer points out that rising rates do not necessarily mean losses in fixed income, and argues for smarter long-only strategies rather than market-timing or long/short approaches
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FeaturesInsecurities market?
Charlotte Adlung asks whether events such as the attack on Nairobi’s Westgate shopping centre reveal risks to Africa’s compelling economic, consumer and investment stories
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Features
The journey to single EU financial legislation
The reform efforts of EU financial authorities are mostly focused on life insurance. But there are no grounds for the occupational pensions sector to rejoice – its turn will come later if regulatory plans come to pass.
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FeaturesEmerging opportunities
Over three-quarters (16 respondents) of the 20 investors polled for this month’s Focus Group believe the recent underperformance of emerging-market assets has made them more attractive to their fund. According to a UK fund: “Emerging-market performance is still likely to compare favourably with developed-market performance.”
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FeaturesEmerging consumer policies
While the bottom of the pyramid is served by microfinance, providing finance products for the growing educated middle class is increasingly important for some investment managers, finds Nina Röhrbein
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Features
Real ambition
Nina Röhrbein asked Benny Buchardt Andersen, CIO at PenSam, about his fund’s aim to target future purchasing power and how it will achieve this
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Features
Talking about risk
The UK Financial Reporting Council wants business to get serious in its conversation with investors about business risk. Vijay Krishnaswamy and Jon Hatchett tell Stephen Bouvier what these changes mean
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Features
When China sneezes… 2014
The spectre of the volatility that struck emerging markets in 2013 hangs over many of the investment pages of this month’s IPE. And no wonder – it feels like last year provided confirmation, at last, that these markets are entering a new paradigm.
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Features
Variable solutions
Europe is moving slowly and deliberately away from defined benefit pensions to approaches that, if well considered, might prove a sustainable model for workplace retirement provision.
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Features
Sky-high yield
Paul Read acknowledges that further capital appreciation in high yield is unlikely, and argues that good bottom-up analysis is now crucial for capital preservation and decent returns
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Features
Time to pool resources
Leen Preesman asks the CEOs of PGGM and PKA about their co-operation plans and about the development of supplementary pensions in Europe
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Features
Interesting properties
Malie Conway considers European MBS the ‘happy medium’ between liquid REITs and illiquid direct real estate, offering low-volatility returns and floating rates
