The global growth of companies with relatively limited physical assets presents challenges for investors
Mean reversion is useful in valuing stocks, but there are many unpredictable factors that can disrupt long-term assumptions
Opposing views on the timing and effects of quantitative tightening suggest investors should be cautious of high valuations
LPP’s Richard Savage describes his approach to running an in-house global equities portfolio
The IASB board decided to take a blank page approach to explore whether new or different information about employee benefits would be more effective
As we approach the 2020s, what have we learned about pension investing in the last 20 years?
There is a growing consensus that there needs to be a shift from extraordinary monetary policy to fiscal activism. Although quantitative easing (QE) will continue, there is a widespread recognition that its effects are diminishing.
Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to
The Dutch social affairs’ minister Wouter Koolmees has spared millions of Dutch pensioners last month from having their pension payments cut in 2020, after the government granted pension funds a year’s grace period to restore coverage ratios.
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IPE asked three pension funds how private equity managers are progressing in terms of integrating responsible investment
Torben Möger Pedersen , CEO of PensionDanmark, tells Carlo Svaluto Moreolo that he sees the Danish pension provider as part of an improved Scandinavian welfare system
I am probably a little bit uncompromising,’’ says Noël Amenc, the founding CEO of Scientific Beta, the provider of factor indices and strategies. To those who know him that is an understatement.
As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
Tom Mergaerts , CEO of Amonis, tells Carlo Svaluto Moreolo about the Belgian €2.1bn pension fund’s uncompromising investment philosophy