Latest from IPE Magazine – Page 126
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InterviewsHow we run our money: Pension Danmark
Torben Möger Pedersen , CEO of PensionDanmark, tells Carlo Svaluto Moreolo that he sees the Danish pension provider as part of an improved Scandinavian welfare system
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FeaturesIPE Quest Expectations Indicator: December 2019
With the shift to a strong negative bond sentiment in the UK, markets have again split. For the UK and EU, the figures are more negative and trending down.
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Opinion PiecesLetter from the US: US pension funds braced for lower for longer
The last edition of the International Monetary Fund’s (IMF) twice-yearly Global Financial Stability Report (GFSR) points to the risks that lower-for-longer yields pose, especially for pension funds.
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Opinion PiecesGuest viewpoint: Bob Collie
“With DC now globally dominant, the momentum that has been building is likely to continue”
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Opinion PiecesBold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
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FeaturesSwitzerland: Online lending
The popularity of crowdlending is rising, but will it challenge the mainstream?
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Country ReportSpain: The tide turns
Investors hope that this month’s general election brings much needed stability to a faltering economy
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Special ReportInvestment Research: The small-cap research squeeze
MiFID II is affecting smaller company research in unexcepted ways
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FeaturesBriefing: There is still room for growth
Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.
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Asset Class ReportsCredit: In the eye of the storm
What are the prospects for the credit markets as central bank turn dovish and economic activity slows down?
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Asset Class ReportsEmerging market debt – Global view: A mixed picture
Although emerging markets are in aggregate enjoying structural improvements, there are stark differences between regions
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Special ReportESG: The long quest for comparable data
A growing band of institutional investors and other financial actors is seeking better and more comparable inputs to financials statements in areas like carbon emissions
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Opinion PiecesBond bubble threatens emerging markets
Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening
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Country ReportAsset Allocation: Alternatives key to raise returns
Pension funds are increasing their allocations to alternative and illiquid assets in a bid to boost flagging returns
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FeaturesMiFID II in the US: Complexity cost
The impact of MiFID II in the US is complicated and convoluted
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FeaturesBriefing: Alternatives to large-cap buyouts
Large buyout funds are a staple ingredient in many institutional pension funds’ private-equity portfolios. Focusing on more diversified private-market strategies could be a better way to achieve return objectives
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Asset Class ReportsSpeciality Credit: Where the cash flows
Niche credit strategies such as shipping and aviation are gaining attention in the persistent low-yield environment
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Asset Class ReportsEmerging market debt – ESG: Taking centre stage
ESG considerations are increasingly embodied in investment in emerging market debt
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Special ReportRisk metrics jigsaw
Moves to promote useful climate risk disclosure among companies are hampered by highly variable risk metrics and a lack of cohesive standards
