All IPE articles in January 2017 (Magazine)
View all stories from this issue.
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FeaturesIPE Expectations Indicator January 2017
What a difference a month makes. With the previous indicator poll taken days before the US election, this month’s results illustrate how managers have digested markets’ reactions to the outcome
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Special Report
FCA raises questions about fee levels
The UK FCA’s interim report on asset management highlights the sensitivity of fee levels and structures in the institutional world
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Features
Accounting Matters: Investing in better communication
The message from the International Accounting Standards Board (IASB) is that better communication starts with the income statement. Prompting this revelation is the demand from some respondents to the IFRS Foundation’s 2015 agenda consultation for the IASB to investigate how companies communicate financial performance in their financial statements.
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Opinion Pieces
Letter from the US: Investors adjust to Trump
Are financial markets too optimistic about the impact of Donald Trump’s administration? That is a big unanswered question in the aftermath of his surprise victory in the presidential election
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Features
Ahead of the Curve: Low rates challenge central banks
The low-interest-rate environment is forcing central banks to take more risks in their asset allocation to meet capital preservation objectives, writes Alex Millar
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Features
Pension Investing: Asset allocation to stay a relative value game
In the second article in a new series, Pascal Blanque and Amin Rajan argue that quantitative easing will continue to distort asset prices for the foreseeable future despite the rise of populist politics
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Features
Asset Allocation: The big picture
While 2016 was a year of tumultuous political change, there is familiar look to the year-end consensus economic forecasts for 2017: slightly higher growth and inflation as well as slightly tighter monetary policy from the Federal Reserve
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Features
Italy's referendum: Always do your homework
The international reaction to the result of the recent Italian referendum on constitutional reform was curious. Voters rejected the reform wholeheartedly, and commentators around the world hailed the result as another victory for populism
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Features
A macro demographic analysis of pensions investing
Amlan Roy argues for a broader understanding of the factors that drive pension fund risk and asset allocation
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Features
Radek Sikorski: Populists have the wrong answers
Radek Sikorski, the former Polish foreign minister, gave the opening address at IPE’s 2016 Conference. His topic was Brexit, Trump, Le Pen: Can the EU Withstand the Populist Tsunami?. Daniel Ben-Ami interviewed him about the rise of populism. This is an edited transcript.
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Interviews
Strategically speaking: Asset Management One
With ¥52.75trn (€430bn) in assets under management, Asset Management One is perhaps the largest global asset manager that IPE readers have never heard of
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Features
Asset-Backed Securities: Shackled by history
The asset-backed securities markets across Europe struggle to recover from the financial crisis while the EU wavers on necessary regulatory reform
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Features
UK Financial Conduct Authority seeks to regulate consultants
The UK’s Financial Conduct Authority (FCA) is seeking regulatory powers over investment consultants following a damning review of the sector
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Features
Dutch Pensions Federation backs proposals for new system
The long-running debate in the Netherlands over how to build a sustainable and acceptable pension system has taken another step towards its final destination
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Country ReportPensions in CEE: New dawns for Baltic pensions
Baltic second-pillar pension funds face common challenges in a low-return environment, such as searching for yield and illiquid opportunities in a challenging regulatory environment
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Country Report
Baltic pension funds: The way forward
Harijs Švarcs addresses challenges for Baltic pension funds
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Special Report
Pension Funds: The bigger cost picture
Asset management costs are only one part of the total equation. Assessing the total cost picture means taking into account investment, transition, custody and administration costs
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Features
German Reforms: A brave new world
Just before Christmas, the only real opposition to the German government’s second-pillar reform draft came from the insurance sector. Not publically, mind you. In a statement, it “welcomed the reform in principle”
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Opinion Pieces
Letter from Brussels: EU focus on tax tricks
There is increasing attention in Brussels on company reporting, taxation and offshore financial centres. The G20 and some OECD countries have demanded country-by-country reporting rules for multinational companies with a turnover over €750m
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FeaturesESG: Counting carbon
Susanna Rust delves into the realm of emissions measurement in an increasingly carbon-sensitive world
