Latest from IPE Magazine – Page 741
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Features
UK schemes 'underfunded'
Increasing numbers of the UK’s largest pension funds are finding themselves under-funded, according to the latest annual study of company accounts to be published next week by consultant Bacon & Woodrow. The study of companies listed in the FTSE 100 index reveals that a wide variation exists in funding levels ...
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Features
Time for calm reflection
The summer recess couldn’t have come at a better time for the prospects of the European supplementary pensions directive. If the mid-year break allows time for European parliamentarians, commissioners and politicians to reflect on the events of the year so far and ponder those to come, then they’ve had plenty ...
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Features
Waiting for a head of steam to build up
Hopes for a recovery in UK equity prices have been dashed more than once this year. But fund managers are still cautiously optimistic that the market could yet push through key barriers to end the year higher than its summer lows. Over recent months, the market just about managed to ...
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Features
All eyes on Frankfurt
With the threat of a recession hanging over Europe, the action of the European Central Bank (ECB) is likely to be the focus of attention over the next few months, and in particular, analysts will be looking for some signs of a long-term strategy. Whilst we have seen the US ...
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Features
Telecoms influence pervades market
The summer months saw some signs of distress in the more esoteric corners of the market, notably corporate bonds and convertibles. The immediate problem was, not surprisingly the telecoms sector, where bond yields exploded and convertible prices collapsed. Despite this, an analysis of euro corporate bonds shows them matching bank ...
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Features
Elusive signs of recovery
There’s still no end in sight to the slowdown in the Euro-zone equity markets. This is the opinion of Marc Breutsch, head of economic research for Swiss Life Asset Management in London and Zürich, who says persistent negative macroeconomic data is not stimulating growth despite some areas of the market ...
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Features
US economy could surprise
It is not without irony that the US could well turn out be the strongest of the major industrial economies over the next twelve months. This would be in marked contrast to the start of the year when the question more being posed was whether Europe could survive the US ...
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Features
Dedicated sector analysis
Our investment process for the Euro-zone is based upon a top down sector allocation and a bottom-up stock selection. Within the Euro-zone, based on the MSCI-sectors, 15 relevant sectors have been identified. Each of these sectors has a dedicated financial analyst which rates the sector (outperform, underperform or neutral) compared ...
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Special Report
Does institutional activism work?
The American Society of Corporate Secretaries has the motto ‘promoting excellence in corporate governance’. But this organisation has no monopoly on this laudable objective. You might well think these days that almost every other organisation in the investment industry has adopted this motto but have we gone too far. In ...
