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Issue : July/August 2019 (magazine)

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  • liam kennedy

    Relative response to liquidity issues

    Magazine Mon, 1 Jul 2019

    Equity risk is a crucial portfolio exposure for pension funds and a key driver for long-term retirement outcomes for pension plans and their beneficiaries. Yet the structure of equity markets is in transition, which changes the way pension funds choose to allocate capital to them.

  • daniel ben ami

    The Disneyworld trap

    Magazine Mon, 1 Jul 2019

    The remarkable reversal in the outlook for official interest rates over the past few months has received relatively little attention. Until recently it was widely accepted that rates could only move upwards. It looked almost certain that quantitative tightening (QT) would supplant quantitative easing (QE). Now the balance has reverted to further monetary accommodation.

  • carlo svaluto moreolo

    Italy’s first-pillar obsession

    Magazine Mon, 1 Jul 2019

    Italy’s anti-establishment, eurosceptic coalition government has partly delivered on its promise to reform the pension system. ‘Dismantling’ the 2011 pension reform that curtailed benefits and raised the retirement age was key for both coalition partners – the Five Star Movement and the Lega. Previous governments had raised the retirement age. 

  • nick reeve

    Adequacy: the all-important question

    Magazine Mon, 1 Jul 2019

    How do you measure success when it comes to pension reform? In the UK, it is clear that the government measures the success of auto-enrolment by some numbers, but not others. 

  • valdis dombrovskis

    EC’s expert group releases landmark climate taxonomy

    Magazine Mon, 1 Jul 2019

    The European Commission’s expert group on sustainable finance last month published its long-awaited final recommendations for a taxonomy of environmentally sustainable activities, which is at the heart of the EU executive’s plan to harness the finance sector for its fight against climate change.

  • dutch trade unions

    Dutch pensions agreement dodges the real issues

    Magazine Mon, 1 Jul 2019

    Social partners have agreed compromises relating to the state pension age and early retirement Many crucial aspects are yet to be confirmed and could still derail efforts to reform the system

  • achieving investment excellence

    Book review: Achieving Investment Excellence

    Magazine Mon, 1 Jul 2019

    Fix asset allocation and the numbers will follow. This rule of thumb originated from an influential study published in 1986, which showed that 93.6% of variations in a portfolio’s returns are due to asset allocation policy.

  • IAS 19: How did they do it?

    Magazine Mon, 1 Jul 2019

    Two academics have analysed key amendments to IAS 19 and how they came about

  • raj thamotheram

    Animal welfare: Probing the global meat complex

    Magazine Mon, 1 Jul 2019

    Everyone knows about ‘big oil’ and how much influence the global agribusiness sector has. But there is less awareness about the negative impacts of meat producers – the ‘global meat complex’. 

  • bob melia

    Letter from the US: On a secure retirement path

    Magazine Mon, 1 Jul 2019

    The most significant changes to US retirement plans in more than a decade look set to be approved by Congress. On 23 May, the House of Representatives passed the Secure Act – Setting Every Community Up for Retirement Enhancement – by 417-3, and the Senate is also likely to approve it, with President Donald Trump unopposed.

  • Perspective: Growing buzz around cannabis

    Magazine Mon, 1 Jul 2019

    Legalisation of cannabis raises ethical questions for some investors, while presenting an investment opportunity for others 

  • Research: Passive investors, active owners

    Magazine Mon, 1 Jul 2019

    The rise of index investing raises important question about ownership rights and governance 

  • Guest viewpoint: Adam Matthews and John Howchin

    Magazine Mon, 1 Jul 2019

    “The Brumadinho dam tragedy causes us to question if we have created the conditions for a set of disasters”

  • On the record: China

    Magazine Mon, 1 Jul 2019

    We asked two pension funds to tell us about the case for investing in China and their experience with investing in the country

  • carlo di gennaro

    How we run our money: Eni

    Magazine Mon, 1 Jul 2019

    Carlo di Gennaro, head of global group pensions at Eni, tells Carlo Svaluto Moreolo how the oil and gas company is streamlining its pension strategy

  • Roberto Arioli

    Private equity: Visions of the future

    Magazine Mon, 1 Jul 2019

    Is Project Iris, a joint effort by Italian pension funds to invest in alternatives, a sign of things to come?

  • lorenzo cicero

    IORP II: Race to adopt new rules

    Magazine Mon, 1 Jul 2019

    Putting the new IORP II rules in place will be a challenge for Italian pension funds in areas like risk management

  • federica casarsa

    ESG picks up steam

    Magazine Mon, 1 Jul 2019

     Italian pension funds have been late starters in embracing ESG principles but they are catching up fast 

  • country report italy july august covip

    COVIP: The glass is half full

    Magazine Mon, 1 Jul 2019

    Despite its several ailments, the health of the Italian pension industry keeps improving

  • gianmaria fragassi

    A real alternative to help Italy's economy

    Magazine Mon, 1 Jul 2019

    A review of think tank Itinerari Previdenziali’s and Borsa Italiana’s recent project on Italian pension funds’ real-economy investments

  • First pillar: Ahead of the game

    Magazine Mon, 1 Jul 2019

    Italy’s privatised first-pillar pension funds are modernising their strategies

  • Liability Strategies - Consolidator funds: New tools, new models

    Magazine Mon, 1 Jul 2019

    Can consolidator funds provide an additional tool for UK pension schemes approaching the defined benefit endgame? 

  • jean marie dumas

    CDI takes root

    Magazine Mon, 1 Jul 2019

    Matching and cashflow strategies are gaining ground around continental Europe, sometimes with a green tinge

  • sorca kelly scholte

    Commentary: The endgame

    Magazine Mon, 1 Jul 2019

    UK pension funds should consider nine dimensions as they move to deris

  • special report investment services

    Investment services: Accessing China's bond market

    Magazine Mon, 1 Jul 2019

    Access to China’s fixed-income market is cheaper and easier than ever

  • coders gaming

    Credit default swaps: A bridge too far

    Magazine Mon, 1 Jul 2019

    The practice of managed defaults – in which otherwise solvent companies deliberately default on their debt – has prompted moves towards tighter regulation

  •  sean tuffy

    Have we passed peak regulation?

    Magazine Mon, 1 Jul 2019

    Securities insiders believe the tide of regulation is finally ebbing

  • philippe ruault 1 hd

    Blockchain: On the slow burn

    Magazine Mon, 1 Jul 2019

    Blockchain projects have mostly not provided easy breakthroughs to date

  • largest us based unicorns 2019 06 27 at 10.01.54

    IPOs: Unicorn hunting

    Magazine Mon, 1 Jul 2019

    “Public interest in IPOs hasn’t been this high since the dot-com era of the late 1990s,” say analysts at UBS. Such popularity is stoking fears of a bubble in unicorns – privately-financed start-ups valued at over $1bn (€900m) taking listings.

  • matti suominen

    Liquidity: Bad timing

    Magazine Mon, 1 Jul 2019

    Pension funds lose billions annually in badly timed trades in the capital markets 

  • george muzinich

    Strategically Speaking: Muzinich & Co

    Magazine Mon, 1 Jul 2019

    We are living in Disneyworld,” says George Muzinich, the CEO and chairman of Muzinich & Co, a New York-based investment manager specialising in corporate credit.

  • catherine howarth

    ESG: Greenwashing under scrutiny

    Magazine Mon, 1 Jul 2019

    The term ‘greenwashing’ was reportedly coined by US environmentalist Jay Westerveld in 1986 in an essay about hotels’ practice of putting up notices in hotel rooms to encourage guests to reuse towels. He accused them of making false claims about being environmentally responsible since they only adopted such practices when they reduced costs.

  • croci bites

    US equities: Past, present and future

    Magazine Mon, 1 Jul 2019

    Are US equity valuations in bubble territory? 

  • chris wallis

    Trade war minefield for investors

    Magazine Mon, 1 Jul 2019

    High-quality companies are most likely to withstand the ravages of a prolonged US-China trade war

  • ct fitzpatrick

    Are the FAANGs losing their bite?

    Magazine Mon, 1 Jul 2019

    Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks

  • average natural gas price 2018

    Powerful currents transforming energy

    Magazine Mon, 1 Jul 2019

    Rapidly improving renewable energy technologies and global warming concerns are fuelling radical changes in the US energy sector  

  • is us economic growth losing momentum

    Fixed income, rates, currencies: Nervousness abounds

    Magazine Mon, 1 Jul 2019

    The weak US non-farm payroll (NFP) data for May, far below forecasts, sent rates falling and stocks rising, on the supposition that it raised the likelihood of interest rate cuts from the Federal Reserve. On the other hand, while risk markets cheered the prospect of easier money, the hardline approach taken by the US towards China, and China’s uncompromising responses are raising investor nervousness.

  • invesco mania template

    Ahead of the curve: The bubbles to come

    Magazine Mon, 1 Jul 2019

    Market bubbles would not happen in a perfect world. But humans are not perfect and our economies are inherently unstable.

  • virtu global tradewatch july 2019

    Virtu Global Tradewatch July 2019

    Magazine Mon, 1 Jul 2019

    May 2019 data as of 6 June 2019

  • benchmark risk 2019 06 27 at 13.42.11

    Axioma Riskwatch July 2019

    Magazine Mon, 1 Jul 2019

    Data as of 31 May 2019 

  • ipe quest expectations indicator july august 2019 06 27 at 16.38.36

    IPE Quest Expectations Indicator: July 2019

    Magazine Mon, 1 Jul 2019

    Markets are still driven by political risk and growth prospects. It looks like the two risks are working in the same direction this month.

  • Editor's Notes: A radical ambition

    Magazine Mon, 1 Jul 2019

    Last month’s three doorstop reports from the EU’s 35-strong technical expert group (TEG) on sustainable finance have the potential to radically repurpose capital markets.

  • benchmark risk

    Axioma Riskwatch August 2019

    Magazine Mon, 1 Jul 2019

    Data as of 28 June 2019

  • virtu global tradewatch aug 2019

    Virtu Global Tradewatch August 2019

    Magazine Mon, 1 Jul 2019

    June 2019 data as of 8 July 2019

  • IPE Quest expectations indicator Aug 2019

    IPE Quest Expectations Indicator: August 2019

    Magazine Mon, 1 Jul 2019

    It looks like political risk is taking a back seat to growth this month, continuing last month’s trend.

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