Latest analysis – Page 45
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FeaturesFlying the long-term flag
Rather like attitudes to motherhood and apple pie, there is no serious or fundamental opposition from institutional investors to the principle of long-term strategies like infrastructure or real economy lending
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Features
Class Action Lawsuits: Petrobras - A case for care
Pension funds exposed to troubled Petrobras that have lost money on their investment will have to weigh their options carefully before deciding which legal route to take
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Features
Dutch pressured over stranded assets
Dutch pension funds are under increasing pressure to reconsider their investments in fossil fuels
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Features
Swiss troubled by negative 10-year bond yields
Institutional investors in Switzerland are far from happy their government has issued the first 10-year bond in Europe with a negative rate
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Features
Accounting Matters: Fair valuing the future
Bad accounting breeds bad policies. Or so it would seem
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Opinion Pieces
Letter from Brussels: Bond market scrutiny
There has been a flurry of activity and comment from industry groups on the subject of bond market liquidity
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Opinion Pieces
Letter from the US: Pensions push on climate change
US pension funds are using the meetings to push forward their agenda on climate change
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Features
From our perspective: A meeting of minds?
Germany is the undisputed political and economic leader of Europe and the euro-zone but it has been notably less proactive on pensions
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Features
2014 Returns: Tomorrow’s returns today
Pension investors generally saw strong returns over the course of 2014 but for many it will be a one-off boost at the expense of growth in 2015.
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Features
NAPF Conference Report: The grand European plan
The language coming out of Brussels in the first three months of 2015 has centred heavily on the Capital Markets Union (CMU). At this year’s NAPF Investment Conference, in Edinburgh, the European Commission was nothing if not on-message.
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FeaturesAuto-protection: More than one way to skin a cat
This month, the UK defined contribution sector opens its doors to new freedoms
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Features
Dutch Regulation: Dutch central bank bares its teeth
It certainly set tongues wagging in the Dutch pensions industry – De Nederlandsche Bank (DNB), the financial regulator, declared Joanne de Graaff, a professional trustee, “unfit” for duty
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Features
Germany & Austria: Is choice an option for scheme members?
The ongoing shift towards DC pensions and increased member options results in a culture of inertia
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Features
Has active share already had its day?
Joseph Mezrich presents research suggesting the much-hyped ‘active share’ measure may have helped select good stock pickers only before 2004
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Features
Active share is no panacea
Andrea Frazzini, Jacques Friedman and Lukasz Pomorski question whether there is any evidence to show that active share predicts active managers’ relative performance
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FeaturesWater: Trickle-down value
Jonathan Williams looks at disclosure of water risk and why asset owners should pay as much attention to it as people do to carbon emissions
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Opinion Pieces
Letter from Brussels: Uphill battle for CMU
There is enthusiasm for the EU’s capital market union (CMU) project. However, it faces prodigious obstacles in achieving its 2019 deadline.
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Opinion Pieces
Letter from the US: Move to put clients first
Who will manage the new My Retirement Account (MyRA) pension savings vehicle? This is a big question for the US pension fund industry now that President Barack Obama has created the new programme.
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Features
OECD research: A focus on long-term opportunities
The OECD’s recent survey of large pension funds shows that despite increased interest in alternative investments, there has been less traction in areas like direct infrastructure.
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Features
UK annuity liberalisation: Challenge or opportunity?
Tiziana Perrella assesses the impact of annuity liberalisation on UK DB pension funds
