All IPE articles in July / August 2017 (Magazine)
View all stories from this issue.
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FeaturesIPE Expectations Indicator July/August 2017
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions. The month’s responses indicate movements across all asset categories, with a positive nod toward Europe, while those who predict change (for instance in the US and the UK) are seeing an erosion of confidence towards equity valuations.
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Features
Asset Allocation: Risks abound despite European recovery
Despite yet another weak and rather confusing US jobs report, there was no rush to alter Federal Reserve rate hike forecasts for the remainder of this year.
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Country Report
Regulation: Focus on access and tax
Regulatory activity continues, with an emphasis on flexible access to savings and tax advantages
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FeaturesAccounting: Changing assumptions
The annual pensions accounting survey from KPMG is revealing on assumptions around asset ceiling guidance, discount rates and life expectancy
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Features
Ahead of the Curve: The tricky search for yield
According to reports, global bond ETFs had their best quarter on record in the first quarter of 2017 with $44.5bn of inflows
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Features
Ahead of the Curve: China’s ‘Blue Skies’ future
One thing that China does well, perhaps better than any other country, is to articulate a vision. It might not know every step of the journey but it knows where it wants to be
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Country ReportItaly: Offering an alternative
Italian pension fund portfolios tend to be less diversified and domestically focused than other European institutional investors. This looks set to change with a turn towards alternatives
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FeaturesInterview: Andreas Kretschmer, former CEO of Ärzteversorgung Westfalen-Lippe
When Andreas Kretschmer was recruited to the pension fund for doctors in the German province of Westfalen-Lippe (ÄVWL) in 1992, he did not know much about pensions. But that was the whole point
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Features
Asset managers prepare for a digital future
A three-way chain reaction between technology, regulation and demographics is driving a new transformation
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Country Report
Bail-in regulations: Questions on rules
First-pillar pension funds for white-collar workers are being treated differently when it comes to protection from bank insolvency
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Interviews
Strategically speaking: Bain Capital Credit
Bain Capital Credit, an arm of the eponymous private equity house, has come a long way since it was founded in 1998 as Sankaty Advisors
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Special Report
Securities Services: The search for the next big product
The potential of data has been seriously underestimated by securities services providers and the race is on to find more innovative ways of using it
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Features
Briefing: MiFID II – The birth of a market
As MiFID II comes into effect, asset managers and brokers must negotiate a price for sell-side investment research
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Special Report
Blockchain: Fintech’s double-edged sword
Blockchain may be useful but the transparency it provides may cause problems
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Special Report
Securities lending: Why bond lending is surging
Bonds have become more lucrative and important in securities lending
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Features
Briefing: Cyberwar without end
Financial institutions are involved in a cyber arms race against criminals
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Features
Briefing: Greece's political millstone
Uncertainties in the euro-zone pose a risk to Greece’s improving economy
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Opinion Pieces
Letter from Brussels: Reboot for Capital Markets Union
The European Commission’s “further steps to drive forward the Capital Markets Union (CMU)” outline nine new priority legislative actions to solve the EU’s long-term cross-border investment challenge
