All IPE articles in February 2021 (Magazine) – Page 2

  • Liam Kennnedy
    Opinion Pieces

    Infra must adapt to meet pension goals

    February 2021 (Magazine)

    Looked at collectively, or even individually, the cashflow needs of Europe’s defined benefit (DB) and hybrid pension schemes are huge and potentially challenging given the scale of income generating assets needed to help service them.

  • Active tends to underperform on average
    Features

    Briefing: Active ways to prosper in EMs

    February 2021 (Magazine)

    On the battlefield on which active managers fought their passive enemies for investors’ custom, there was one patch of higher ground that seemed easier to defend – emerging market equities.

  • Brian-Dillon
    Country Report

    High hopes for new ILP Act

    February 2021 (Magazine)

    The new types of funds should be the vehicle of choice for investment in private assets

  • Features

    Accounting Matters: Auditing the auditors

    February 2021 (Magazine)

    There is widespread consensus that the audit sector is not fulfilling its potential, and that previous attempts at reform have been ineffective. As the impact of high quality audit goes far beyond the boardroom, when pension funds rely on audited financial statements for their capital allocation decisions, it is ultimately their individual members’ capital that is at risk.

  • Early access genie escapes the bottle
    Opinion Pieces

    Letter from Australia: Early access genie escapes the bottle

    February 2021 (Magazine)

    In March 2020, as the Australian economy went into COVID-19 lockdown the government unlocked the national superannuation pool, seeking to ease the financial stress on individuals. 

  • Ireland
    Country Report

    Country report – Pensions in Ireland (February 2021)

    February 2021 (Magazine)

    In 2018, the Irish government published its “Roadmap for Pensions Reform”, which set out plans for a national auto-enrolment system to be implemented for 2022. The implementation of changes has been dogged by delays, with COVID-19 joining the long list of obstacles slowing the country’s pension reform, as we analyse in this report. We also look at how volatile financial markets have impacted funding levels of defined benefit (DB) pension schemes, and explore the potential of the new regulated investment limited partnerships for institutional investors in private assets.

  • Lockdown shopping spree widens the US trade gap
    Features

    Fixed Income, Rates, Currencies: Same again in 2021?

    February 2021 (Magazine)

    The relief from the farewells to 2020, and welcoming a Brexit trade deal, has waned in the face of rising COVID-19 infection rates. There have also been further lockdowns across swathes of Northern Europe as well as in Japan, Thailand, and South Africa to name a few. The vaccine-generated light at the end of the tunnel which appeared last year, seems rather distant, and possibly dimmer too. 

  • Benchmark Risk - February 2021
    Features

    Qontigo Riskwatch - February 2021

    February 2021 (Magazine)

    * Data as of 31 December 2020.

  • Trade flow ratio - developed markets Feb 2021
    Features

    Virtu Global Tradewatch - February 2021

    February 2021 (Magazine)

    December 2020 data as of 13 January 2021

  • Net sentiment equities - Feb 2021
    Features

    IPE Quest Expectations Indicator - February 2021

    February 2021 (Magazine)

    Interest has shifted from contamination and mortality data to vaccination figures. In this field, the US and UK are doing well, while the EU and Japan are lagging. Political risk is perceived to have gone. Donald Trump’s tendency to self-destruct is creating opportunities for the Republican Party to heal while Democrats are preparing an economic support package. 

  • Aron Landy
    Asset Class Reports

    Hedge fund performance: 2020, year of the human touch

    February 2021 (Magazine)

    Diversification is back in favour for hedge funds and those with a downside protection mandate delivered during the crisis

  • Carlo Svaluto Moreolo
    Opinion Pieces

    COVID-19 barely tested the financial system

    February 2021 (Magazine)

    The financial system seems to have coped well with COVID-19. This is despite the repeated recent warnings about a build-up of systemic risk. In turn this has been linked to the abundance of cheap debt and the growth of the asset management industry.