All IPE articles in January 2020 (Magazine)
View all stories from this issue.
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FeaturesIPE Quest Expectations Indicator: January 2020
Bond sentiment remains stable, but still negative. US net bond sentiment is edging towards zero, which is surprising as the Fed is set on neutral.
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Asset Class ReportsBuilding ABS confidence
European regulators are promoting a ‘gold standard’ for asset-backed securities
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FeaturesAccounting Matters: Inflation measurement dilemma
If there is one issue that has seized the attention of defined benefit (DB) sponsors this reporting season, it is whether inflation should be measured using the consumer prices index (CPI) or the retail prices index (RPI). And Lane Clark & Peacock (LCP) partner Alex Waite is clear why: “There is a formula [for RPI] and the formula is wrong. It is like having an error in a spreadsheet,” he says.
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Special ReportUK: More needs to be done to address post-retirement challenges
The industry has been slow to address the challenges posed by pension freedoms
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Country ReportRussia puts a spotlight on pension age
Low levels of trust in financial services have scuppered plans to reform the pension system
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FeaturesAhead of the Curve: Measuring the right thing
The old adage, ‘measure twice, cut once,’ only works if you measure the right thing. The prominence of GDP growth as the ultimate gauge of economic performance, for example, is increasingly a case of measuring the wrong thing. A single metric cannot hope to capture all the complex trends that develop below the surface of a modern knowledge and services-based economy.
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AnalysisResearch: Back to basics will drive asset allocation
In the final article on a new report, Pascal Blanqué and Amin Rajan conclude that liquidity management has become vital as quantitative easing reaches a point of diminishing returns
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Opinion PiecesBeyond green ambitions
Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond
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FeaturesDutch hedging strategies: Dynamic approaches in favour
Levels of interest rate hedging cover used by Dutch industry-wide pension funds vary widely, according to figures published late last year by pensions supervisor De Nederlandsche Bank (DNB).
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FeaturesWhen safe haven assets aren’t safe
In the current environment, investors look set to lose money on European government bonds – a quintessential safe-haven asset
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FeaturesAsset management faces systemic risk questions
When will the next financial crisis hit? Over 80% of respondents among a sample of 500 institutional investors surveyed by Natixis Investment Managers expect a crisis to take place within the next five years.
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Country ReportPoland: Auto-enrolment off to a slow start
Disappointing take-up in first phase of auto-enrolment pension plan
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Special ReportUK auto-enrolment: Solutions needed for retirees
Auto-enrolment for employees has been a success. Why not take the same approach for retirees?
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Opinion PiecesA precarious balance
Why has there not been another global financial crisis over the past decade? That is a more fruitful question than trying to predict when the next bout of market mayhem will hit.
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Country ReportBaltic private equity: Faith in the new
BaltCap is championing business integration in the Nordic and Baltic economies
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Special ReportBehaviour and retirement planning: Live long and prosper
Most retirement planning models simplify people’s life patterns
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FeaturesFixed income, rates, currencies: Better than expected
Although packed with geopolitical surprises 2019 turned out to be better than expected for financial assets. Equities and bonds rallied together reversing last year’s ‘unusual occurrence’ of both performing badly.
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FeaturesPerspective: Carlo Cottarelli
Carlo Cottarelli, the Italian economist and former IMF director, says fixing the European economy will mean taking difficult decisions
