All IPE articles in February 2017 (Magazine)
View all stories from this issue.
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News
AP3 doubles green bond investments, posts 9.4% annual gain
Swedish pensions buffer fund profits from equities, inflation, and currency in 2016
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News
AP1 return doubles in 2016 to 9.3% as property, forex lift result
CEO says shelving of AP Funds reform meant AP1 could ‘seriously and credibly’ focus on strategy
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News
Austria's VBV: wrong on Brexit but right on credit strategy
Major Austrian pension fund returns 3.4% for 2016
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Features
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
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Opinion Pieces
Long-Term Matters: Be a positive maverick
Trump and I agree on one thing: liberals and centrists love to whinge. If we are clever, we engage in intellectual self-gratification, showing how well we understand the complexity. If now isn’t the time for a big pivot in how we show up in the world, in actions and not just sophisticated banter, when would be?
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Features
From Our Perspective: Packaging pensions ‘just right’
In 2001, the Myners report raised the issue of the investment value chain and how pension funds could improve outcomes through their governance structure. It also highlighted market inefficiencies in areas like peer-group herding and investment consulting. The interaction between fiduciary duty and the provision of institutional investment services had not been explored so extensively before and the report resonated widely outside the UK.
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Country Report
Ireland's pension reform: The risks of procrastination
Since 2010, successive governments have proposed, or at least hinted at, sweeping pension reform. But this could finally become a reality in 2017, as the regulator publishes a report on the market, finds Jonathan Williams
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Opinion Pieces
Letter from the US: Irresistible incentives?
Global pension funds are looking with interest at the $1trn (€960bn) Trump Private Sector Financing Plan for infrastructure construction. It could offer an opportunity for investors seeking stable, cash-generating investments.
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Country Report
Pensions In Ireland: Funds still under pressure
Gail Moss assesses the effect of two new regulations on the asset allocation of Irish pension funds in a continuing low-yield environment
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Asset Class Reports
UK firms vulnerable to slowdown
Joseph Mariathasan finds that the UK economy has fared quite well since the Brexit vote, but smaller companies are vulnerable to any potential domestic slowdown
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Features
Re-defining hedge fund fees
Hedge fund fees are just one part of the cost equation. The real discussion should be about value for money and not headline fees
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Special Report
Is faith in past winners justified?
Oliver Kunkel and Hansruedi Scherer weigh up the risks involved in selecting asset managers based on historical investment performance
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Asset Class Reports
PureGroup: Sensitivity of selected funds to macro factors
Data shows the sensitivity of the five largest US small and mid-cap equity funds and the five largest European small and mid-cap equity funds to changes in macroeconomic factors
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Opinion Pieces
Guest Viewpoint: Rudyard Ekindi
”Asset managers are from Mars, asset owners are from Venus”
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Features
Pension Investing: Distortions hasten innovation
In this third article on a new survey, Pascal Blanqué and Amin Rajan show that as old methods of investing have lost relevance in a landscape distorted by quantitative easing, a search for new ways has intensified
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Features
Germany: A disappointing revolution
The government is opening the door to pension plans that will lighten the burden on companies, yet the pensions industry is still dissatisfied, Barbara Ottawa reports
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Features
Diary of an Investor: Political perils
Last month I met with my old friend Thijs, who is CIO of a large UK corporate pension scheme, working in a small investment office in the UK with an enlightened CEO
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Country Report
DB Pensions: Deficits are still a problem
Mick O’Byrne looks at the accounting deficits of Irish defined benefit pension schemes
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Interviews
Strategically speaking: Dodge & Cox
For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm
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Special Report
Transaction Costs: Keep tabs on price of investing
Commissions are far from the only fees that investors and managers need to take account of when carrying out investment transactions