Latest analysis – Page 28
-
FeaturesPerspective: Fear the walking dead
Zombie firms – those dependent on the easy availability of cheap credit – threaten to suck the life out of otherwise viable companies
-
Opinion PiecesLetter from the US: Industry debates private equity role in 401(k) plans
Should those who invest through 401(k) retirement plans have greater access to private equity?
-
Opinion PiecesStoring up future pain
Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged.
-
Opinion PiecesDo not let costs become an obsession
Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective.
-
Opinion PiecesTime to talk pensions
At a press briefing last month, Bill Galvin, chief executive of the UK’s £68bn (€77bn) Universities Superannuation Scheme (USS), emphasised the importance of improving its communication policy.
-
FeaturesGovernment Pension Investment Fund: Widening the reach
The president of Japan’s €1.3trn Government Pension Investment Fund (GPIF) reflects on the challenges of century-long stewardship
-
Opinion PiecesLetter from The US: How boards can hurt pension plans
US state and local pension funds manage over $4trn (€3.6trn) in retirement assets for 20m active and retired plan members. But most of the funds are in bad financial shape.
-
AnalysisAnalysis: Austrian election brings hope for pension reform
Consultant calls on Austria’s new government to talk about pensions “without ideology” as election looms on 29 September
-
Opinion PiecesMarket paradoxes demand new ideas
It is the most fundamental premise of investing yet it is increasingly redundant: invest your money rather than hiding it under the mattress
-
Opinion PiecesChina’s human rights abuses pose challenges
Investors who are serious about ESG should ask themselves about their China strategies
-
Opinion PiecesAn ageing Europe needs radical policy ideas
The Centre for Social Justice – a UK centre-right think tank – has proposed retirement policy reforms including raising the country’s state pension age to 75 by 2035
-
FeaturesPension promises: Hybrid plan accounting
Staff at the International Accounting Standards Board (IASB) are sketching out an approach to tackle so-called hybrid pension plan accounting
-
FeaturesGlobal conflict: Another side of the triangle
So much attention is focused on the trade conflict between the US and China that it is all too easy to miss the bigger picture
-
FeaturesPassive investment: Dawn of a new banner theme
This follow-up article on the rise of index investing highlights how pension plans are seeking to promote stewardship among their index managers
-
Opinion PiecesLetter from Canada: Considering controversy
Pension funds have essentially one goal – invest and grow the fund for members. But what if money-making investments run afoul of environmental, social and governance practices?
-
FeaturesThe Disneyworld trap
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.
-
FeaturesItaly’s first-pillar obsession
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.
-
FeaturesAdequacy: the all-important question
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.
-
Features
Editor's Notes: A radical ambition
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.
-
FeaturesEC’s expert group releases landmark climate taxonomy
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.
