IPE's EU Coverage – Page 50
-
NewsBrussels acknowledges impact of Tobin tax on occupational pensions
European Commission 'careful' to mitigate relocation risks, tax-avoidance effects.
-
Asset Class Reports
European Equities: Staying in style
Surprisingly, Martin Steward finds that it was just about possible for pan-European contrarian value to hang in there during 2011’s quality-growth world
-
Asset Class Reports
European Equities: ‘You can’t handle the truth’
Martin Steward considers a contrarian strategy that is not afraid to go neutral when the market is not in contrarian mood
-
Asset Class Reports
European Equities: Stock prices follow earnings? Sometimes...
Frédéric Dodard looks at European stocks through the 1970s, 80s, 90s and 2000s and finds that the market will often pay much less for companies – or much more – than the fair price suggested by their earnings
-
Asset Class Reports
European Equities: A stockpickers’ environment…
… if you can wait a decade for active risk to pay off. Joseph Mariathasan finds managers enjoying rich pickings for the long term, by taking account of – but also looking through – the dominant macro themes
-
Asset Class Reports
European Equities: The middle way
Successful risk-taking in European equities during 2011 was more nuanced than it first appears, finds Martin Steward
-
Asset Class Reports
European Equities: Two different routes to risk
How should you be positioned at the inflection point of one of the strangest economic cycles in history? Martin Steward finds the consistent performers rotating into pro-cyclical stocks in both top-down and bottom-up strategies
-
NewsCapital requirements 'disastrous' for pensions, growth, Commission warned
Joint letter by NAPF, union and employer representatives cautions Commission president Barroso.
-
Asset Class Reports
Small & Mid-Caps: The 800-pound gorilla
UK exposure – or lack of it – has been decisive in European small and mid-caps. But Martin Steward finds that managers have also had to contend with a difficult ‘risk-on, risk-off’ environment
-
Asset Class Reports
Small & Mid-Caps: Bulls and bears square up
Being on the defensive has paid in 2011, writes Martin Steward. But the US is a confusingly mixed prospect for the coming year
-
NewsEFRP warns of 'horrendous' impact of proposed revision to IORP directive
Organisation says reasons for review of security provisions were "unclear and unconvincing".
-
News
CEE countries unlikely to come under IORP directive, predicts EIOPA stakeholder member
Ruth Goldman criticised exemption of unfunded schemes – would make “absolutely no sense”.
-
News
CEA reiterates call for pension funds to fall under Solvency II
Calls for ‘level playing field’ in response to consultation on new IORP directive.
-
NewsEC fails to grasp diversity of European pension systems, says NAPF
Senior policy adviser says Commission would do better to tackle member states' tax discrepancies.
-
News
New IAS19 offers 'no true and fair view' on pensions – PwC
PwC argues new accounting rules more pragmatic, but do not offer a truthful view of assets.
-
News
EFRP criticises 'short-termism' of European pension policy
Lobbying group argues best way to reduce debt is to allow for growth of private pensions.
-
NewsOECD criticises insufficient pension reforms
Report pins hope on old-age employment, as working age population is set to decline 10%.
-
Asset Class Reports
European Equities: A heterogeneous marketplace
Top-performing European equity portfolios are both concentrated and very diverse in outlook and composition, finds Joseph Mariathasan
-
Asset Class Reports
European Equities: UK equities: The Liontrust approach
The UK equity market is still distinct from that of continental Europe because of factors such as its size, the large number of multi-nationals and mid-sized companies with global presence, and a still large domestic institutional investor base in the form of pension funds with relatively high domestic equity exposures.
-
Asset Class Reports
European Equities: Corporate strength abounds
The picture is complex, but in general low indebtedness and high return on equity will cause capital flows to CEE corporates, writes Juraj Kotian
