All IPE articles in July/August 2022 (Magazine) – Page 2

  • Rachel Fixsen
    Opinion Pieces

    Norway needs another pensions overhaul

    July/August 2022 (Magazine)

    It’s official – Norway’s state pension system needs another overhaul. The Pension Commission published its hefty report in June arguing for changes to make it socially sustainable – raising age limits, pegging minimum benefits to wage growth and shielding disability pensions from the effects of life expectancy adjustment.

  • SparrowsCapital_Mark Northway - investment director
    Features

    Ahead of the curve: solving the Russian share ban

    July/August 2022 (Magazine)

    Index investors inherently choose to follow the market through exchange-traded and index funds, but the recent prohibition on trading Russian stocks and their removal from global benchmarks has created something of a conundrum.

  • AntonellaManganelliPayden&Rygel
    Country Report

    Italy: Pension funds adapt to a new regime

    July/August 2022 (Magazine)

    Inflation, higher interest rates and geopolitical tensions are leading Italian pension funds to recalibrate their investment strategies

  • Susanna Rust
    Opinion Pieces

    Let’s not get carried away about ESG ratings

    July/August 2022 (Magazine)

    Elon Musk’s reaction to Tesla dropping out of the S&P ESG 500 index and the publication of a high-profile paper on the ‘Aggregate Confusion’ of ESG ratings have helped trigger a renewed discussion about ESG ratings. At a time when the European Commission and UK rule-makers weigh potential regulatory action, it is important to be clear about what the problem is that needs to be solved and for whom.

  • Rousseau Olivier2
    Interviews

    On the record: Are asset managers serious about sustainability?

    July/August 2022 (Magazine)

    After a series of cases of alleged greenwashing by asset managers, institutional investors comment on whether the industry is truly committed to sustainable investing

  • Screenshot 2022-06-30 at 15.30.04
    Features

    Qontigo Riskwatch - July/August 2022

    July/August 2022 (Magazine)

    * Data as of 31 May 2022. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants

  • Screenshot 2022-06-30 at 15.51.03
    Features

    Virtu Global Tradewatch - July/August 2022

    July/August 2022 (Magazine)

    2022 data through to 16 June 2022

  • IPE-Quest Expectations Indicator commentary July 2022
    Features

    IPE-Quest Expectations Indicator commentary July 2022

    July/August 2022 (Magazine)

    Light at the end of the tunnel?

  • IPE-Quest Expectations Indicator commentary August 2022
    Features

    IPE-Quest Expectations Indicator commentary August 2022

    July/August 2022 (Magazine)

    The war in Ukraine has reached stalemate. Neither party is capable of a surprise win, but time works against Russia. Can Zelensky keep the army motivated to continue? A long, hot European summer

  • Rome, Italy
    Country Report

    Country Report – Pensions in Italy (July/August 2022)

    July/August 2022 (Magazine)

    Italy’s pension industry continues to develop, albeit at a slow pace. Italian pension funds are adapting their strategies to the volatile and uncertain market regime, by purchasing inflation-linked assets and by taking advantage of potentially higher yields on domestic government bonds. However, as our lead article highlights, they are generally staying true to their long-term diversification strategies, which consist of gradually allocating to alternatives including private equity, private debt and infrastructure. Some have bought shares in the Bank of Italy, a private equity-like investment.