Latest from IPE Magazine – Page 30
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FeaturesSecuritised credit keeps on shining
For a market with a difficult past, some could even say an image-problem, securitised credit has been performing remarkably well in recent years.
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InterviewsBiodiversity, the next responsible investment frontier
European pension funds are ramping up their efforts to consider the impact of their portfolios on the loss of biodiversity related to climate change
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Opinion PiecesHow effective is your shareholder voting strategy?
F Scott Fitzgerald famously wrote that “the test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function”.
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Opinion PiecesA thematic focus on sustainability
The evidence for global temperatures rises caused by human emissions of greenhouse gasses (GHGs) has become overwhelming. That means there will have to be a huge adaptation by human societies across the globe to the reality of significant climate changes in the next few decades.
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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.
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FeaturesAI’s future in investment management is evolutionary
The explosion of ChatGPT-style large language models (LLMs) has ignited a heated debate over the future of artificial intelligence (AI) in investment management and its role in institutional investor portfolios. However, amid the noise, a groundbreaking application of AI has quietly arisen, which has the potential to revolutionise the industry.
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Opinion PiecesTeamwork in rugby and Italian pensions
A peculiar parallel can be drawn between the Italian second-pillar pension industry and the country’s national rugby union team and its supporters, which every year since 2000 gets excited about the Six Nations Championship.
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FeaturesIPE Quest Expectations Indicator - March 2024
Climate change is coming to a trend break as the low-hanging fruit has been picked.
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AnalysisESG mandates demand more from asset managers
Greater granularity in ESG investing is set to raise the bar for asset managers
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Opinion PiecesCan pensions help with German skills crisis?
German companies consider the shortage of skilled workers as one of the biggest risks for the future of their business. According to market data portal Statista, 58% of firms see the lack of qualified workers putting operations at risk in the next few months, second only to the risks posed by energy and commodity prices (61%).
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Opinion PiecesUnder the spotlight: US pension plans and their use of leverage
Does US public pension funds’ use of borrowed money and derivatives pose systemic risks to global financial markets? That is the concern of global regulators, which have recently stepped up scrutiny of the practice, according to a recent article in the Financial Times (FT). But senior executives interviewed by IPE seem less worried.
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Opinion PiecesGreen champion to lead Australia’s Future Fund
Australia’s sovereign wealth fund, the Future Fund, which was designed to cover unfunded Federal government pension liabilities, is poised to “renew and refresh”, following the appointment of Greg Combet as its new chair from mid-2024.
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Opinion PiecesDemocracy: a missing ingredient in ESG?
Nearly half the world’s population is facing elections to change governments in 2024, yet democracy appears to be in decline across the globe. How should investors respond?
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InterviewsMuzinich’s Tatjana Greil Castro on credit fundamentals
In one of the meeting rooms of the London office of Muzinich & Co are displayed a series of bond certificates from the past.
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FeaturesA bumper year for convertible bond issuance
The convertible bond market ended 2023 on a strong note with its main index – the Refinitiv Global Focus – returning 6% in the fourth quarter. The optimism has continued into 2024 on the back of reasonable valuations, historically low equity volatility and better opportunites.
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Country ReportIreland country report 2024: A no-nonsense consolidation approach
Ireland’s bid to reduce the number of single-member DC pension funds is succeeding but is not without teething troubles
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Special ReportRisk transfer special report: Pension liabilities shift to insurers
New players are waiting to enter the UK pension risk transfer market but this will depend on how accommodating Solvency UK will be
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Asset Class ReportsEquities portfolio strategy: Cautious optimism as hard landing fails to materialise in 2023
A shaky European economy will work in favour of quality companies when it comes to stock selection
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Country ReportIrish DB funding level above 100%
The average funding level of defined benefit (DB) pension schemes in Ireland has increased to 108% in 2022.
