Latest from IPE Magazine – Page 114
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Country Report
Nordic Region: Norway’s sovereign wealth fund’s renewables portfolio plan faces delays
Norway’s sovereign wealth fund’s plan to set up a €9bn renewable energy investment portfolio are being held up by global events and developments at its fund manager NBIM
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Opinion PiecesRisky business
The rapid spread of COVID-19, the subsequent aggressive containment measures, and the collapse in oil and equity markets in recent months mean that global economic growth prospects have deteriorated.
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Special ReportTop 500: Europe essentials
Europe’s top asset managers and largest investment centres
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Country Report
Nordic Region: Finnish pension funds' hopes pinned on the long term
Finnish pension funds remain solvent despite the heavy toll inflicted by the pandemic
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Special Report
Top 500: Top 120 European Institutional Managers 2020
Total non-group assets managed for all types of European institutional clients – pension funds, insurance companies, corporates, charities and foundations – for the leading 120 managers in this business segment. Total assets are €11.4trn (2019: €10.2trn)
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Special ReportJonathan Doolan: Preparation and tech investment has paid off
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Special ReportMargaret Franklin: An acceleration of tech but with the same building blocks
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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FeaturesCorporate Purpose: Shareholders or society?
The COVID-19 pandemic recovery phase is a chance to reshape global economies into new sustainable models
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FeaturesLong Term Matters: Time to apply pressure to banks
Remember how the financial sector lobbied against the Financial Transaction Tax? Imagine it lobbies as hard, but for pandemic recovery programmes to include a carbon price. Totally unrealistic? Exactly my point. Failure to price this externality is why capital has not been reallocated and the finance sector’s slow pace of change are two sides of the same coin.
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InterviewsHow we run our money: PPF - Defending UK pensions
Barry Kenneth, CIO of the UK’s Pension Protection Fund (PPF), tells Carlo Svaluto Moreolo about managing the fund’s portfolio during the COVID-19 outbreak
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FeaturesStewardship: AGM season in crisis mode
At least in some ways, this year’s proxy season – the period when most large publicly traded companies hold their annual general meetings (AGMs) – has been shaped by the outbreak of the coronavirus, which hit Europe just a few weeks before the season kicked off.
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FeaturesAhead of the curve: Value investing – bruised, but not broken
The COVID-19-induced market crash of 2020 has battered investors, and in particular the fans of value investing. In the first quarter, value lagged growth by nearly 14% in the US and 13% globally, exceeding quarterly shortfalls at the trough of the global financial crisis. These losses are second-worst among all quarterly outcomes in over four decades, eclipsed only by the runaway tech bubble in the fourth quarter of 1999, as growth soared and value stalled.
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InterviewsOn the record: APG - A rethink is needed
Thijs Knaap, senior strategist at APG, says the pandemic means that investment strategies need to be reconsidered
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Special ReportChris Sier: Focus on costs and undiagnosed risks
IPE asked 10 leading commentators to tell us what challenges they believe the coronavirus crisis raises for the institutional asset management sector and its client base
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Features
Accounting Matters: Will IFRS 9 cause a new crisis?
The global financial crisis of 2008-09 was fertile ground for the International Accounting Standards Board (IASB) and the US Financial Accounting Standards Board (FASB). Suddenly everyone was talking about flawed accounting. Globalisation was king, bigger was better, and politicians were keen to assuage public anger that banks which seemed were healthy were in fact insolvent.
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Opinion PiecesLetter from US: Investors and savers hold steady in the face of the pandemic
During the first months of the COVID-19 pandemic, many investors stayed the course and did not make drastic changes to their asset allocations or to their saving rates. That is according to the first quarter 2020 retirement analysis by Fidelity Investments of more than 30m 401(k), Individual Retirement Account (IRA) and 403(b) retirement accounts in the US. Data updated to 17 April confirm the trends.
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AnalysisPerspective: Funds embrace diversity
Some US pension funds have been leaders in diversity and inclusion. Are others catching up?
