Latest from IPE Magazine – Page 21
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Special ReportFrance: Macron’s reforms look secure
President Macron’s pension reforms may have their detractors, but the hung parliament is not expected to roll back any of them significantly
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Special ReportGermany: Politicians look to bolster pensions ahead of elections
Draft bills prepared by the government to change public, private and occupational pensions are bound for parliamentary debate
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InterviewsPension funds on euro fixed income: navigating the rate cycle
We asked pension funds in Spain, Germany and Finland about their current views on European fixed income and credit as the ECB looks carefully at the timing and sequence of its rate cuts
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AnalysisInvestment strategy: how one Dutch pension fund democratised its ESG process
Pensioenfonds Detailhandel’s groundbreaking attempt to democratise its investment process is just one development in this growing trend
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Opinion PiecesInstitutional investors shouldn't be so concerned about equity market concentration
Before the August 2024 equity sell-off, the rising level of concentration in global equity markets had many investors worried for some time, and concentration may well continue to be a feature of equity markets in the near future.
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InterviewsHSBC Asset Management puts team culture at the fore in growth strategy
It’s often said that timing is everything. Nicolas Moreau sees an element of luck in the timing of his appointment to the helm of HSBC Asset Management in September 2019. This gave him a six-month head start in his role as CEO by the time the COVID pandemic arrived in early 2020.
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Opinion PiecesWhy we need to talk about the birthrate
If you live in a big city like London, and if you look hard enough, you are sure to find signs of a falling birthrate.
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InterviewsKPN Pensioenfonds: Active investors by conviction
Caspar Vlaar and Jaap van Dam of KPN Pensioenfonds talk to Tjibbe Hoekstra about the Dutch fund’s belief in active investing, its venture into private markets and its impact strategy
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FeaturesSecondary markets and innovation boost private equity liquidity
Liquidity has reduced significantly in global private capital markets. Whilst private equity-backed IPOs are up this year, overall exit value is down by 66% and there is currently a large backlog of unsold assets, of which 40% are four years or older. The cumulative sum of unsold assets sits at $3.2trn (€2.9trn), according to Bain. Recent data from Preqin shows that capital called has exceeded capital distributed by $1.57trn since 2018, highlighting the lack of free capital in private markets.
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FeaturesFears grow of US slowdown
US president Joe Biden’s decision to step aside was much murmured about following his disastrous performance in a debate with Donald Trump, but it was still a surprise when he announced his decision. However, market reactions were relatively muted, despite shaking pollsters’ predictions on who might now win the election.
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FeaturesChange is required as populations age
During a recent weekend in the artsy California mountain town of Idyllwild, my wife and I enjoyed a performance of a local band. Seated near us was a gentleman wearing a T-shirt proclaiming, We the People ARE PISSED OFF. The message on this shirt caught my attention.
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FeaturesIPE Quest Expectations Indicator - September 2024
Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend.
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Opinion PiecesUS court scraps SEC private equity transparency rule
The US appeals court’s decision, last June, to throw out a Securities and Exchange Commission (SEC) rule intended to give investors more transparency into private funds has sparked a heated debate.
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Opinion PiecesGerman politicians pronounce on pensions policy ahead of next year's election
With federal elections likely to be held on 28 September next year, German politicians have started to reveal ideas on pensions.
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Opinion PiecesDanish politics focuses on the good life
Pensions and the labour market were the focus of end-of-summer political pronouncements in Denmark this year. If brought into action, some of the ideas could lead to forward-thinking changes to pensions.
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Opinion PiecesDeep-tech startups: from academic know how to commercial viability
Many would argue that universities have been set up in the pursuit of knowledge for its own sake, so perhaps the idea of seeking commercial applications for university research detracts from the beauty of that ideal. That certainly was the attitude in Oxford when I completed my own doctorate in physics four decades ago. But times have changed and the UK, and Europe more generally, is desperate to encourage the growth of innovative companies that can rival those being churned out in the US.
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Special ReportIceland: New law opens up rental markets
Reforms will lead to fundamental changes in Icelandic pensions
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FeaturesNAV finance takes hold as a niche form of private credit
Private equity investments are by their nature illiquid, which is why PE general partners (GPs) raising a new fund only call on the committed capital when it needs to be deployed in a new investment – and that may be up to a few years after the fund closes.
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Opinion PiecesAustralia's super funds emerge from regulatory shadows
Australia’s A$700bn-plus (€424bn) retail superannuation sector is starting to emerge from the shadow of its profit-to-member peers. It has been only five years since a royal commission published damning evidence of misconduct within the sector.
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Special ReportIreland: Auto-enrolment slips to vaguer deadline
With a general election looming, there are concerns that workplace pensions will not be a priority
