All IPE articles in July/August 2019 (magazine)

View all stories from this issue.

  • sean tuffy
    Special Report

    Have we passed peak regulation?

    July/August 2019 (magazine)

    Securities insiders believe the tide of regulation is finally ebbing

  • bob melia
    Analysis

    Letter from the US: On a secure retirement path

    July/August 2019 (magazine)

    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.

  • screen shot 2019 06 25 at 13.42.13
    Features

    Relative response to liquidity issues

    July/August 2019 (magazine)

    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.

  • stephen de nichilo
    Asset Class Reports

    Trade war minefield for investors

    July/August 2019 (magazine)

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

  • largest us based unicorns 2019 06 27 at 10.01.54
    Features

    IPOs: Unicorn hunting

    July/August 2019 (magazine)

    “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.

  • screen shot 2019 06 25 at 13.56.45
    Features

    Italy’s first-pillar obsession

    July/August 2019 (magazine)

    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. 

  • federica casarsa
    Country Report

    ESG picks up steam

    July/August 2019 (magazine)

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

  • catherine howarth
    Features

    ESG: Greenwashing under scrutiny

    July/August 2019 (magazine)

    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.

  • Roberto Arioli
    Country Report

    Private equity: Visions of the future

    July/August 2019 (magazine)

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

  • croci bites
    Asset Class Reports

    US equities: Past, present and future

    July/August 2019 (magazine)

    Are US equity valuations in bubble territory? 

  • gennaro.aw.
    Interviews

    How we run our money: Eni

    July/August 2019 (magazine)

    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

  • daniel ben ami
    Features

    The Disneyworld trap

    July/August 2019 (magazine)

    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.

  • average natural gas price 2018
    Asset Class Reports

    Powerful currents transforming energy

    July/August 2019 (magazine)

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

  • country report italy july august covip
    Country Report

    COVIP: The glass is half full

    July/August 2019 (magazine)

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

  • Special Report

    Liability Strategies - Consolidator funds: New tools, new models

    July/August 2019 (magazine)

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

  • sorca kelly scholte
    Special Report

    Commentary: The endgame

    July/August 2019 (magazine)

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

  • george muzinich
    Interviews

    Strategically speaking: Muzinich & Co

    July/August 2019 (magazine)

    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.

  • valdis dombrovskis
    Features

    EC’s expert group releases landmark climate taxonomy

    July/August 2019 (magazine)

    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.

  • Interviews

    On the record: China

    July/August 2019 (magazine)

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

  • jean marie dumas
    Special Report

    CDI takes root

    July/August 2019 (magazine)

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