Latest from IPE Magazine – Page 300
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Country Report
Nordic Region: The search continues
Reeta Paakkinen finds Finnish pension investors continuing to seek alternatives to traditional equities and fixed income
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Country Report
Nordic Region: Fine-tuned for yield
Reeta Paakkinen assesses Ilmarinen’s recent changes to its asset allocation
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Country Report
Nordic Region: A dwindling band
Finland’s government is looking to improve the regulatory framework for corporate pension funds, according to Reeta Paakkinen
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Country Report
Nordic Region: Slow progress on AP
Sweden is making slow but steady progress in its overhaul of the AP buffer funds, writes Rachel Fixsen
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Country Report
Nordic Region: High salary, high fees
Well-paid Swedes face high charges if they opt out of the ITP pension system in favour of a private plan, finds Rachel Fixsen
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Features
The search for yield
Managers believe that high-yield bonds still offer up plenty of opportunities, writes Maha Khan Phillips
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Special Report
Currency Management: Taming the FX volatility dragons
Even before the money set aside to pay back the US’s debts threatened to run out at the end of October
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Features
Currency Management: Awkward guidance
Anthony Harrington listens to currency managers’ frustrations as US dollar certainties melt into fog from the Fed
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Special Report
Currency Management: Keep your FX hedge options
The environment since 2008 makes the case for dynamic hedging.
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Special Report
Currency Management: Below the volatility surface
Lorenzo Naranjo and Carmen Stefanescu discuss the value of extracting foreign exchange rate expectations from FX option prices
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Special Report
Currency Management: Side effects of short duration
The key active currency strategies of carry and momentum come into their own in a rising-interest-rate environment with greater dispersion of interest rate differentials.
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Special Report
Currency Management: Keep calm and carry on?
Consultants hope that a healthy volatility is returning to FX markets to lure back pension funds, writes Angela Henshall. But does the strategy debate still need to move on?
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Asset Class Reports
Global Equities: Eye of the beholder
Joseph Mariathasan looks into the debate around how best to calculate the fundamental value of companies and markets
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Asset Class Reports
Global Equities: Winners and losers
European equities are not only about to benefit from some catch-up in the profitability stakes.
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Asset Class Reports
Global Equities: Value gets volatile
Diverging 2013 performance shows Martin Steward that injecting cyclicality and value has increased volatility and downside
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Special Report
Stress-testing the water
Nina Röhrbein investigates water-related investment opportunities, which are now starting to attract institutional investors
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Features
Commanding heights
Jean-Pierre Couture makes the case for top-down investing in an era of ‘de-globalisation’
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Features
Focus Group: Equities falling out of favour
The average equity allocation in the portfolios of respondents to this month’s Off The Record survey is around 36.7%, down from just over 40% 10 years ago.
