IPE's EU Coverage – Page 50
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Special Report
The Euro-Zone: From imminent catastrophe to exuberant recession
One of our six European chief economists’ views, from BNP Paribas Investment Partners’ William De Vijlder, sums up a theme of this month’s special report: “Depending how one looks at it, a lot or very little has changed in the last nine months.”
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Special Report
The Euro-Zone: ‘Whatever it takes’?
It is almost a year since Mario Draghi’s calming words for the euro-zone, but Daniel Ben-Ami reminds us that they only buy time for much more difficult fundamental reforms
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Special Report
The Euro-Zone: A dangerous mis-diagnosis
Michael Howell argues that austerity is the wrong solution for the euro-zone, and that bad debts need to be socialised or aggressively written-down to free-up seized credit markets
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News
Brussels to unveil proposals on pillars 2, 3 of revised IORP in autumn
EUROPE – Commissioner cites ‘broad consensus’ on issues of governance, reporting.
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News
Brussels postpones introduction of pillar one for revised IORP
EUROPE – Solvency rules should be an ‘improvement for pensions sector, rather than punishment’.
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Asset Class Reports
European Equities: Is there value in the periphery?
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more abundant domestic-focused and cyclical stocks
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Asset Class Reports
European Equities: Debating ‘quality’
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
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News
Towers Watson, Aon Hewitt urge EIOPA to drop market discount rate
EUROPE – Joint response by German consultancies allege EIOPA ‘willfully damaging’ European pensions.
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News
European Parliament approves new rules for ratings agencies
EUROPE – New legislation limits number of unsolicited sovereign ratings per year.
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News
Deficits account for 5% of European company market cap, says Mercer
EUROPE – Figure up nearly 2 percentage points since 2008 as liabilities rise €220bn.
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NewsEIOPA thinking to revise timeline for holistic balance sheet study
European authority looking to launch QIS at end of May, postponing results to Q1 2013, sources say.
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NewsBrussels acknowledges impact of Tobin tax on occupational pensions
European Commission 'careful' to mitigate relocation risks, tax-avoidance effects.
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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
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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
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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
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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
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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
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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
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NewsCapital requirements 'disastrous' for pensions, growth, Commission warned
Joint letter by NAPF, union and employer representatives cautions Commission president Barroso.
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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
