All IPE articles in February 2021 (Magazine)
View all stories from this issue.
-
Special ReportOn the record: The path to recovery
Six major pension investors chart the risks and opportunities ahead as the world moves into a recovery phase
-
FeaturesPerspective: Targeting net zero
Ambitious ‘net-zero’ carbon reduction goals are the latest in the evolution of asset owners’ engagement with climate change
-
Country ReportA long and winding road
COVID-19 joins the line of obstacles slowing Irish pension reform plans
-
FeaturesStrategically Speaking: Mondrian Investment Partners
Clive Gillmore is a rarity nowadays among asset management CEOs in that he is keen to discuss what he sees as the difficult moral choices embodied in ESG investment
-
InterviewsHow we run our money: Local Pensions Partnership
Chris Rule (pictured), CEO of the £19.7bn Local Pensions Partnership (LPP), speaks to Carlo Svaluto Moreolo about building an in-house investment management outfit
-
FeaturesThe pandemic end-game
Overcoming COVID-19 and ensuring no recurrence is proving to be a formidable challenge for the global economy. The worst may still lie ahead. Even health systems in developed markets are creaking at the seams with the second and third waves of the pandemic. More transmissible mutations of the virus are making the task even harder.
-
Country ReportDB funding: Small rise in funding levels
Volatile financial markets continue to cause significant headaches for pension schemes
-
Opinion PiecesGuest viewpoint: David Neal, IFM Investors
While COVID-19 continues to hit the global economy, governments are looking to infrastructure as a way to create future employment and sustain the eventual economic recovery
-
Special ReportSpecial Report: European Pension Funds’ COVID Response
We also analyse how public development banks are going beyond their traditional remit, with a focus on post-COVID recovery, tackling climate change and meeting the UN Sustainable Development Goals.
-
Opinion PiecesLetter from US: HSAs set to build on popularity
The Health Savings Account (HSA) is becoming increasingly popular as a retirement savings vehicle in the US. The new Biden presidency and the now Democrat controlled Congress are likely to accentuate this trend in 2021 and beyond.
-
FeaturesBriefing: Tide turning for ESG fixed-income
The supply of ESG-aligned bonds is increasingly underpinned by regulatory pressures and client demand for products targeting non-financial objectives. As the investable universe grows, so the number of funds and assets will increasingly find their way towards fixed-income ESG solutions. However, to strike the right balance between financial and non-financial returns investors should look for ESG-authentic leaders with good risk-return capabilities
-
Special ReportDevelopment banks evolve
Development banks are going beyond their traditional economic remit to embrace tackling climate change and meeting the UN’s Sustainable Development Goals
-
FeaturesLong-term matters: Stop investing in autocracy
Europeans observing the US ‘near miss’ constitutional crisis have a choice – be spectators or show responsibility
-
Asset Class ReportsHedge funds and distressed debt: Competition for assets will be fierce
Hedge funds will have to compete with private equity and credit funds for distressed opportunities following the pandemic
-
Country ReportIAPF view: Positive aspects in a year of upheaval
There are signs that a significant movement towards pensions reform in Ireland could take place this year
-
Opinion PiecesThe world is approaching an inflection point
Domestic challenges and US political developments have proved such a preoccupation recently that it has been all too easy to miss a key global shift. China’s rise to global prominence has accelerated markedly as a result of the past year’s events.
-
Opinion Pieces‘Close contact’ needed amid pandemic
Multiple lockdown restrictions have brought about a simpler way of working for some – remotely from home for most – but for institutional investors it also meant coming up with strategic models that could maintain the quality of asset managers’ due diligence – existing or potential.
-
FeaturesBriefing: The sum of all fears
Three years on from the onset of MiFID II, market participants, governments and regulators are assessing its outcomes and considering adjustments.
-
Asset Class ReportsValue equities: Dead or alive?
Today’s realities and intangibles have changed the face of value
-
FeaturesAhead of the curve: Has the period of painless diversification ended?
With interest rates falling to historical lows the reality of a new financial landscape is confronting investors. It is one where the typical relationships between assets has come into question. In addition, basic ideas around diversification and portfolio construction no longer seem to match with the available investment opportunities.
