Latest from IPE Magazine – Page 295
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Features
When China sneezes… 2014
The spectre of the volatility that struck emerging markets in 2013 hangs over many of the investment pages of this month’s IPE. And no wonder – it feels like last year provided confirmation, at last, that these markets are entering a new paradigm.
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Features
On the quiet
Activist investors are sometimes a colourful breed. One of them was the now infamous Florian Homm, who fell from grace in September 2007 in spectacular style.
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Features
Large schemes warming to local investment
Dutch pension funds’ assets of €1trn were the Holy Grail for politicians and companies to plug banks’ funding gap of €478bn last year. By taking over a substantial amount of mortgage loans, pension funds could free up banks’ lending capacity and kick-start the ailing housing market and local economy.
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Features
The journey to single EU financial legislation
The reform efforts of EU financial authorities are mostly focused on life insurance. But there are no grounds for the occupational pensions sector to rejoice – its turn will come later if regulatory plans come to pass.
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Features
Taking it one step at a time
The success or failure of Prof John Kay’s proposed investor forum hinges, unsurprisingly, on its ability to attract a critical mass of asset managers and owners to the table.
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Opinion Pieces
Opposing oil divestment
Divestment from oil companies to stop climate change will not work. But by being largely disinterested, the investment industry has given clients and NGOs nowhere else to go. So how should investors push back against divestment?
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Opinion Pieces
Nitin Mehta, CFA Managing director, EMEA, CFA Institute
“Over recent decades, secular shifts in values have resulted in too much emphasis on profits and not enough on professionalism”
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Features
Talking about risk
The UK Financial Reporting Council wants business to get serious in its conversation with investors about business risk. Vijay Krishnaswamy and Jon Hatchett tell Stephen Bouvier what these changes mean
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Features
Real ambition
Nina Röhrbein asked Benny Buchardt Andersen, CIO at PenSam, about his fund’s aim to target future purchasing power and how it will achieve this
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Country Report
Central & Eastern Europe: Croatia bucks the trend
In contrast with Poland, and despite the poor state of its economy, the EU’s newest member backs second-pillar pensions and is making proactive changes to the system, as Krystyna Krzyzak outlines
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Country Report
Central & Eastern Europe: Worth the long-term risk?
The Polish government is set on its plan to dismantle the second pillar. Krystyna Krzyzak sees grave implications for Poland’s capital markets in the plan, which could also backfire on the government’s plan to reduce the debt burden
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Country Report
Central & Eastern Europe: A temporary pensions raid
Managers of Russia’s non-state pension funds are openly critical of the government’s current reform track, according to Krystyna Krzyzak
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Country Report
Central & Eastern Europe: A progressive step
The Caucasus nation of Armenia has taken a very international approach to setting up a funded second and third pillar, writes Barbara Ottawa
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Country Report
Central & Eastern Europe: Tempered optimism
Latvian pension funds remain cautiously optimistic about their future as the country enters the euro area on 1 January, according to Rachel Fixsen
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Country Report
Central & Eastern Europe: Another odd one out
Romania wants to strengthen its second pillar, according to Barbara Ottawa, bucking a regional trend away from funded pensions
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Special Report
Central & Eastern Europe Investment: Diversity in convergence
If there is one conclusion to draw from our survey of the investment opportunity in Central and Eastern Europe (CEE), it is the importance of acknowledging the diversity of the region.
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Special Report
Central & Eastern Europe Investment: Eastward flows
Emerging Europe is looking ever more attractive to foreign investment flows, writes Daniel Ben-Ami. But should investors look east or south, to manufacturing or to retail?
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Special Report
Central & Eastern Europe Investment: Fundamentally compelling
Despite emerging market turmoil, David Zahn argues that fiscal rectitude and a shared desire to join the euro sustain the investment cases for many eastern European bond markets
