Latest from IPE Magazine – Page 29
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Opinion PiecesUS pension plans wrestle with China private market exposure
After a horrible 2023, Chinese stocks look cheap and attractive. But most US pension funds do not seem interested in investing in the Chinese stock market. On the contrary, they have reduced their holdings since 2020 and some are exiting entirely, according to Bloomberg analysis.
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FeaturesMeasuring the impact of non financial factors on GDP growth
In their paper entitled Modeling the Links Between Economic Growth, Socio-economic Dynamics and Environmental Dimensions: a Panel VAR Approach, the authors attempt to quantify direct and indirect causalities between economic growth and extra-financial dimensions, including demographics, biodiversity, climate change, political stability, inequalities and economic growth.
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FeaturesAn inflection point for India bonds
The impending inclusion of Indian government bonds (IGBs) in JP Morgan’s widely tracked $240bn (€220bn) Govern ment Bond Index-Emerging Markets (GBI-EM) index is seen as a milestone. However, while some asset managers hope it is the beginning of a more open investment culture, others are more circumspect.
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InterviewsAhold Delhaize pension fund on climate transition and system change
Eric Huizing, chief investment officer at Ahold Delhaize Pensioen, explains to Tjibbe Hoekstra how the pension fund is progressing not only with its climate-focused investments but also the change in the Dutch pension system
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Opinion PiecesAustralia connects retirement income sources
Australia, a country with the world’s fourth-largest pool of retirement savings, is caught in a curious bind. At issue is how to transition Australians from saving to spending.
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Special ReportNatural capital special report: Getting to grips with the TNFD
More than 100 financial institutions have formally committed to adopting the recommendations of the Taskforce on Nature-related Financial Disclosures. Here’s how some of them are getting on so far
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Country ReportGermany Country Report 2024: Unions take a more active role in pensions
Unions have a new role in determining the shape of occupational pensions but are mindful of their duty to protect workers
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Asset Class ReportsPrivate debt: Private lending shows signs of recovery
Private credit is showing signs of recovery, but investors are focusing on defensive sectors
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Asset Class ReportsLegal systems key in emerging market private credit
In the legally complex world of emerging markets, private credit investors naturally favour those with cleaner legal systems
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Country Report
German employers use pensions to tackle skills shortage
German companies are reworking HR policies in a changing labour market as they hunt for skilled workers and seek to retain experienced employees
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Special ReportAGM season preview: nature at the ballot box
Despite the backlash against ESG, biodiversity risks will be on the agenda during the next round of shareholder meetings
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Country ReportGermany turns its back on sustainability
A recent rightwards pivot has softened Germany’s ambition on ESG both at home and in Brussels
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Special ReportInvestors engage with corporates on nature issues
Shareholders are ramping up their stewardship efforts on key topics like deforestation and biodiversity
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Country ReportCommentary: Pension funding options for German employers
Pension schemes have a choice of ways in which they can exercise their funding obligations
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Special ReportBiodiversity: bridging policy and finance
Governments and pension funds can leverage new capital markets instruments to meet the twin challenges of biodiversity loss and climate change
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Country Report
Germany’s pension buyout market shows signs of life
Companies are increasingly looking to offload their pension liabilities
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Special ReportNew regulations tackle water insecurity
The new European Sustainability Reporting Standards’ E3 tackles the complex and diverse realm of water insecurity
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Country ReportGerman pension reforms remain controversial
The governing coalition is running out of time to overhaul the three-pillar retirement system
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InterviewsERAFP: France’s public sector pension scheme and its key priorities
Susanna Rust talks to Catherine Vialonga, CIO of ERAFP, France’s mandatory additional pension scheme for civil servants, and CEO Régis Pelissier about the fund’s priorities and tactical asset allocation adjustments
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FeaturesContrasting global economic growth fortunes
Economic growth patterns across the world paint a picture of contrasts, ranging from surprisingly robust in the US to soft and struggling in China, with the stagnant euro area narrowly avoiding a technical recession after posting zero GDP growth in the fourth quarter of 2023, following a 0.1% decline the previous quarter.
