Latest from IPE Magazine – Page 158
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FeaturesA retirement storm is coming
Stormy weather caused disruption for delegates at last month’s Longevity 14 conference in Amsterdam – and discussions lingered on metaphorical storm clouds ahead for retirement systems around the globe.
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Special Report
India: Promising signs for the future
Recent economic reforms and structural changes have created a positive outlook for India
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Special Report
The market: M&A activity in European ETFs
The European ETF industry is still relatively youthful compared with its US counterpart, but already there have been significant mergers and acquisitions
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Special ReportThe market: Understanding the ETF landscape and flows in Europe
April 2018 marked the 18th anniversary of the listing of the first ETF in Europe. Although no longer a new product, their growth rate continues to be impressive
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Special Report
The market: Transatlantic invasion
The Americans are coming! But unlike the US cavalry providing an 11th-hour rescue in the last reel of an old-time Western, these Americans are moving in on what they hope will be a lucrative European ETF market
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Special Report
Implementation: Five myths about ETFs debunked
Over the years, exchange-traded funds (ETFs) have attracted their fair share of criticism from market participants, regulators and investors
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Special ReportImplementation: The future is active
While passive ETFs continue to dominate flows, active ETFs are one of the factors that will drive further growth in the sector
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Features
Accounting Matters: Drawing a line in the sand
Standard setters’ focus on risk-sharing pensions recalls previous abandoned attempts to reconcile non-DB and DC accounting approaches
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Opinion PiecesLong-Term Matters: Disruptive change is coming – which side will you choose?
Paying good pensions is a noble purpose but much less so if investors, inadvertently or otherwise, help create a world that is not worth living in
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Features
Passives will move centre stage in the core-satellite model
Like digital brands, passive products will continue to benefit from the network effect, in which a product or service is perceived as more worthwhile the more people use it. The classic example is the telephone: a growing user base enhances the value to each subscriber.
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Features
Ten Years Since Lehman: Reflections on the crisis
These are edited extracts of interviews with key investment figures on the fallout since the financial crisis of 2008-09
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Interviews
On the Record: Small Caps
We asked the senior managers of two European pension funds to describe how they invest in small-cap equities and what are the challenges and opportunities in this asset class
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InterviewsHow we run our money: Kåpan Pensioner
Marie Giertz, CIO of Kåpan Pensioner, the pension fund for Swedish government employees, tells Carlo Svaluto Moreolo about the fund’s strategy and ongoing projects
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Features
UK: Shifts in longevity
Whether or not to insure liabilities via a buyout or buy-in has long been a decision which most defined-benefit pension funds need to consider. Buyout deals have become integral to the pension fund landscape.
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Features
Briefing: How to model a trade war
So how does one model the effect of further tariffs on a portfolio? This article shows how to construct a potential trade-war scenario and analyse the impact on a euro-denominated global multi-asset class portfolio
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Features
Macro Matters: Emerging tensions
Amid all the talk of deglobalisation, certain tenets of the world remain fixed in our minds. Key among these assumptions is the status of the dollar as the global reserve currency.
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InterviewsStrategically speaking: FMO Investment Management
Yvonne Bakkum, managing director of FMO Investment Management, is an evangelist for the UN’s sustainable development goals (SDGs) – and even wears a lapel brooch representing them
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Features
Fixed income, Rates, Currencies: America leads the way
Emerging markets have endured a difficult summer. Market sensitivities were heightened by fears of a trade war and the reality that the US Federal Reserve will keep raising interest rates. The flashpoints in Argentina and Turkey have focused attention on the EM universe, particularly the more vulnerable economies with less healthy fundamentals.
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FeaturesAhead of the Curve: Trends to heed in renewables
Big data and predictive analytics are two developing trends that can dramatically improve how renewable energy investments are made
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Special Report
Implementation: A liquid diet for trustees
The balancing act of locking assets up whilst retaining enough liquidity to meet member benefits, if done correctly, can improve the returns generated from a scheme’s asset allocation
