Latest from IPE Magazine – Page 174
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Features
Reporting metrics: Management knows best
The question that accounting standard setters around the world have resoundingly failed to answer is this: what is the magic number that captures a business’s performance?
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InterviewsHow we run our money: Centrica
Chetan Ghosh, CIO of Centrica’s UK pension fund, tells Carlo Svaluto Moreolo why cashflow-driven investment is the future of pension management
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FeaturesESG: China unveils emissions trading plan
In December, Chinese senior officials announced the imminent ‘launch’ of a national emissions trading scheme. It will be the world’s largest carbon trading system
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Features
Asset allocation: A still unusual business cycle
There is consensus that last year’s global growth trade will continue into 2018. However, with today’s high valuations, risk assets might reward less than in 2017
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Features
Ahead of the curve: Why bond covenants matter
For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG
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FeaturesIPE Expectations Indicator: February 2018
Given the similarities between the February 2018 and February 2017 expectations surveys, it may be appropriate to wish everyone a ‘happy same year’
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Opinion Pieces
Long Term Matters: Investment can be a true profession
Carillion, the UK construction company that collapsed recently, reminds us, once again, that investment is yet far from being a credible profession
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Interviews
Strategically speaking: Janus Henderson Investors
Andrew Formica, co-CEO of Janus Henderson Investors, talks about the benefits and challenges of the recent merger
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Opinion Pieces
Letter From Brussels: Brexit focus moves to pensions
As the risk of a no-deal Brexit comes into focus, attention is turning to ways to mitigate the damage across financial services, including asset management and pensions
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Opinion PiecesLetter from the US: Plans act on Trump tax reform
The tax reform signed by President Donald Trump last December is having quite an impact on the US pension industry
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Opinion PiecesGuest Viewpoint: Keith Ambachtsheer
“CFA curriculum material should become more future-oriented and address awkward topics”
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FeaturesFocus on the end goal
Buy and sell side can capitalise by thinking strategically about the focus on long-term invesment
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Country ReportCEE: A system in flux
As budgetary and demographic pressures start to bite, what is the future for CEE pension systems?
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Special ReportActive Management: The best of both worlds?
Will applying systematic techniques to traditional discretionary active processes lead to better outcomes for investors?
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Asset Class Reports
Investment Grade Credit: Will the global rally last?
The global economy appears to be entering a period of greater stability and low volatility but risks remain for fixed-income investors
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Special ReportInvestment Research: A new regime dawns
The advent of the new MiFID II regulations is fundamentally changing the way asset managers relate to research
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FeaturesCrypto-currencies lack real basis
Crypto-currencies divide opinions sharply. Some rave about them while others are scathing
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Country Report
CEEC forum: Unique and varied problems
A recent panel with members of PensionsEurope’s CEEC Forum discussed regional pensions issues
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Special Report
Active Equity Strategy: Concentrated revival
Where should you invest if you believe active management can outperform?
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Asset Class Reports
Liquidity: Search for liquidity widens
Fund managers are paying attention to more liquidity indicators when making investment decisions
