All IPE articles in February 2017 (Magazine)
View all stories from this issue.
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FeaturesIPE Expectations Indicator February 2017
With two full months of post-US election information to sift though, shifts in manager expectations have been as extreme as some reactions to, and rhetoric from, our newest world leader. Even more so than the prior month, the conviction that there will be movements in certain asset classes is surprisingly high.
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Features
Pensions Accounting: Working together
The out-going chairwoman of the US Securities & Exchange Commission, Mary Jo White, wants her successor to do what competing priorities left her unable to do: keep interest in global accounting standards alive. The end game is a possible shift by US domestic companies to International Financial Reporting Standards (IFRS).
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Country Report
Ireland Strategic Investment Fund: Top marks for achievement
Ireland’s sovereign development fund is fully established and building up a sizeable and diverse portfolio
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Special ReportSpecial Report Active Management: The active game
Asset management is attracting growing attention from new competition as well as regulators and politicians, finds Brendan Maton
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Special Report
Manager Selection: Active management still valid
Jakob Møller Hommel and Casper Hammerich argue that actively managed funds should not be written off yet. The key is to choose and monitor active managers with care
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Special Report
The trustee perspective: active manager still has a place
Alfred Slager argues that active management still has a place as an effective investment strategy but with new metrics, better data and innovation by managers
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Features
Active should mean engaged
The turn of the year is a time for the asset management industry to discuss its views on how markets will fare in the year ahead. Unfortunately, too often these views are of little value to investors.
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Asset Class Reports
Adapting to a new landscape
Successful investing in the UK’s smaller businesses requires adopting attitudes and techniques similar to those in private equity investing, according to Tony Dalwood
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Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
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Features
Asset Allocation: The big picture
Could 2017 be the year developed market economies see the end of monetary easing?
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Special Report
Factors shaking the alpha world
Active management is under increasing scrutiny as investors become more savvy about how returns are generated. This is leading to a debate about alpha equity factors
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Special Report
Sharing Alpha: A fair share of the rewards
Investors should discuss how they share alpha with asset managers. But it is easier said than done
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Analysis
Analysis: Dutch funds escape cut threat – for now
Almost all Dutch pension funds, including the largest five, have made a miraculous escape. For the majority of 2016 they were headed for widespread rights cuts
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Analysis
Analysis: Norges Bank - Looking before leaping
The Norwegian government is having to make up the rules for the NOK7.5trn (€826bn) Government Pension Fund Global (GPFG) as it goes along. One of the principles appearing to guide lawmakers in this process is building up as much expertise as possible before doing something new.
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Asset Class Reports
US: Policy unleashes animal spirits
The performance of US small and medium-sized companies has been boosted by an expectation of lower taxes and lighter regulation under President Trump
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Features
Make a bigger pie: Trump's protectionist rhetoric
President Trump’s aggressive protectionist rhetoric has raised concerns. Many fear that the measures he is advocating could lead to an all-out trade war
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Opinion Pieces
Letter from Brussels: Unclear on clearance
The prolongation for 18 months of pension funds’ exemption from posting collateral when trading over-the-counter (OTC) derivatives is leading PensionsEurope to seek clarification.
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Features
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions
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Country Report
Pension Challenges: Sustainability key to survival
James Kavanagh says visionary thinking is needed to meet Ireland’s pension challenges
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Interviews
On the Record: How will your equity exposure change this year?
Three pension funds - Amonis, Fondenergia and UMR Corem - talk about equity risk
