All IPE articles in January 2020 (Magazine) – Page 2
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InterviewsInterview: Miranda Carr, Haitong International
It is all too easy to forget that the markets are in a peculiar state. For example, nominal yields on US 10-year Treasuries have trended downwards since 1981. Real interest rates – that is, adjusted for inflation – have also trended downwards from about the same time. Estimates vary but there are also many trillions of euros worth of negative yielding debt.
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FeaturesChina: On a long climb up the ESG ladder
China is the world’s biggest emitter of greenhouse gases, compels imprisoned Muslims in Xinjiang to toil in factories, and has Communist Party committees embedded in companies, exercising a shadowy influence over management. It is, in other words, not exactly a poster child for good ESG performance.
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Opinion PiecesLetter From US: Concerns over common ownership unabated
No matter who wins the presidential election this November the issue of concentration of US corporate ownership by the Big Three money managers – BlackRock, Vanguard and SSGA – will not go away
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FeaturesPensions depositaries: IORP II’s new consolidation option
European pensions legislation raises the possibility of a new kind of consolidation vehicle that could also accommodate large Dutch mandatory industry-wide pension funds
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Opinion PiecesGuest Viewpoint: Fabrice Demarigny, Joachim Nagel & Corien Wortmann-Kool
“A reboot of the CMU has moved up the European policy agenda”
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Asset Class ReportsUS investment grade: A year for not living dangerously
Geopolitical uncertainties are pushing investors away from longer-term strategies
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AnalysisInvestors react to EU Green Deal
PensionsEurope and EFAMA have reacted positively to a European Commission climate change-driven growth strategy
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FeaturesHow to improve EIOPA’s stress test
EIOPA’s 2019 stress tests already included substantial improvements, but the cash flow analysis could be improved further
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Asset Class ReportsFixed Income – European investment grade: No sign of end for negative yields
Negative interest rates look set for a lengthy run in Europe, raising concerns about the long-term effects
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FeaturesESG Report: SAAving the world?
Integrating ESG has become commonplace in institutional investment, but generally the discussion has focused on areas such as security selection and stewardship
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Country ReportEstonia: Reforms face opposition
Proposals designed to strengthen the Estonian first pillar are proving controversial
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Opinion PiecesGDP numbers spread fake news
GDP is a measure of economic activity rather than wealth creation. As such, it can give misleading signals about the health of an economy
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InterviewsHow we run our money: Xerox UK Final Salary Pension Scheme
Jeffrey McMahon, head of pension investment and risk at Xerox UK, tells Carlo Svaluto Moreolo about the plan to make the company’s legacy DB scheme self-sufficient
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Special ReportPEPP: Time to get personal
Can the new Pan-European Personal Pension Product close Europe’s pensions gap?
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Opinion PiecesTime for a positive impact on investing
The focus on sustainability and impact investing is expected to continue to grow, with potential regulatory and policy responses having wide-ranging investment implications
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InterviewsOn the Record: Retirement income
IPE asked three pension funds how they help members to ensure investment returns are turned into good retirement outcomes
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Opinion PiecesSystemic risk may be underestimated
Underestimating the scale of systemic risk within the asset management industry is a mistake. For several years, macroprudential authorities including the International Monetary Fund, the European Central Bank and the Bank of England have argued that asset management activities are becoming systemically more risky.
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InterviewsStrategically speaking: QMA
QMA’s CEO Andrew Dyson explains why current market dislocations arguably represent the biggest investment opportunities of the last decade – if not of the last 25 years – for value investors
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Country ReportRomania: Still under threat
Political decisions have damaged Romania’s second-pillar system. How will it respond to a change of government and a bullish stock exchange?
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