Latest from IPE Magazine – Page 135
-
Special ReportUK: Thinking beyond Brexit
Pensions regulation has taken a backseat to Brexit but this has not stopped the industry from moving ahead with changes
-
FeaturesRelative response to liquidity issues
Equity risk is a crucial portfolio exposure for pension funds and a key driver for long-term retirement outcomes for pension plans and their beneficiaries. Yet the structure of equity markets is in transition, which changes the way pension funds choose to allocate capital to them.
-
Special Report
Liability Strategies - Consolidator funds: New tools, new models
Can consolidator funds provide an additional tool for UK pension schemes approaching the defined benefit endgame?
-
Special ReportInvestment services: Accessing China's bond market
Access to China’s fixed-income market is cheaper and easier than ever
-
FeaturesIPOs: Unicorn hunting
“Public interest in IPOs hasn’t been this high since the dot-com era of the late 1990s,” say analysts at UBS. Such popularity is stoking fears of a bubble in unicorns – privately-financed start-ups valued at over $1bn (€900m) taking listings.
-
Asset Class ReportsUS equities: Past, present and future
Are US equity valuations in bubble territory?
-
Country ReportPrivate equity: Visions of the future
Is Project Iris, a joint effort by Italian pension funds to invest in alternatives, a sign of things to come?
-
FeaturesThe Disneyworld trap
The remarkable reversal in the outlook for official interest rates over the past few months has received relatively little attention. Until recently it was widely accepted that rates could only move upwards. It looked almost certain that quantitative tightening (QT) would supplant quantitative easing (QE). Now the balance has reverted to further monetary accommodation.
-
Special ReportCDI takes root
Matching and cashflow strategies are gaining ground around continental Europe, sometimes with a green tinge
-
Special ReportCredit default swaps: A bridge too far
The practice of managed defaults – in which otherwise solvent companies deliberately default on their debt – has prompted moves towards tighter regulation
-
FeaturesLiquidity: Bad timing
Pension funds lose billions annually in badly timed trades in the capital markets
-
Asset Class ReportsTrade war minefield for investors
High-quality companies are most likely to withstand the ravages of a prolonged US-China trade war
-
Country ReportIORP II: Race to adopt new rules
Putting the new IORP II rules in place will be a challenge for Italian pension funds in areas like risk management
-
Special ReportCommentary: The endgame
UK pension funds should consider nine dimensions as they move to deris
-
Special ReportHave we passed peak regulation?
Securities insiders believe the tide of regulation is finally ebbing
-
Asset Class ReportsAre the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
-
FeaturesItaly’s first-pillar obsession
Italy’s anti-establishment, eurosceptic coalition government has partly delivered on its promise to reform the pension system. ‘Dismantling’ the 2011 pension reform that curtailed benefits and raised the retirement age was key for both coalition partners – the Five Star Movement and the Lega. Previous governments had raised the retirement age.
-
Country ReportESG picks up steam
Italian pension funds have been late starters in embracing ESG principles but they are catching up fast
-
FeaturesAdequacy: the all-important question
How do you measure success when it comes to pension reform? In the UK, it is clear that the government measures the success of auto-enrolment by some numbers, but not others.
-
Special ReportBlockchain: On the slow burn
Blockchain projects have mostly not provided easy breakthroughs to date
