Latest from IPE Magazine – Page 176
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Interviews
On the record: How do you use investment research?
MN Netherlands and PFA Denmark share their views on investment research under MiFID II
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Features
Netherlands: The bond-to-swap trade
Dutch pension funds are picking up a yield premium by using swaps
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InterviewsHow we run our money: Nokia
Arto Sirvio, Nokia’s director of pensions, tells Carlo Svaluto Moreolo how the communication and information technology company manages a large portfolio of pension plans
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Features
Briefing: The return of carry
The carry trade may be making a comeback, after a decade in the doldrums, laid low by the global financial crisis
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Features
Briefing: ‘Ill’-liquidity?
The changing financial services landscape raises doubts about the belief that publicly traded investments are more liquid than private ones
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Features
ESG: Hard lessons on climate reporting
How are investors responding to France’s article 173 requirement on climate disclosure?
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FeaturesAsset Allocation: A benign outlook for 2018
The synchronised global pick-up in growth and trade looks like it could have the strength to carry on without central bank liquidity infusions
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Features
Ahead of the Curve: Best strategies for crises
US equities are eight years into an equity bull market, which must end. Investors are asking how they can protect their equity allocations if and when a correction happens
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FeaturesIPE Expectations Indicator: January 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions
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Opinion PiecesGuest Viewpoint: Will Goodhart, CFA UK
“The responsibility for making our profession more representative of the society we serve ultimately sits with all of us”
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Opinion Pieces
Letter from Brussels: Easier securitisation on the horizon
The EU’s securitisation package has finally passed through the European Parliament and Council. However, the new rules will not be applied until January 2019
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Interviews
Strategically speaking: Natixis Investment Managers
It is a subtle point but important not to miss. Natixis Investment Managers is in plural form. The group is not just an asset manager but an owner of asset managers and the provider of a global distribution platform
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FeaturesNorway reduces oil risk
A hallmark of Norway’s sovereign wealth fund has been its transparency. But Norway has also felt the need to tread cautiously when it comes to the fund’s investment policy
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Special ReportRisk parity: Renewed vigour
Risk parity strategies have confounded the sceptics in 2017, performing well following mixed performance in previous years
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Special ReportOutlook 2018: Heading for regime change
The investment industry is hoping that 2018 will look much like 2017. Are such hopes likely to be dashed?
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Country ReportNorway: A trillion dollar issue
Is managing its huge sovereign wealth fund distracting the Norwegian Central Bank from its monetary stability role?
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Asset Class Reports
Hedge funds: No longer out of reach
Hedge funds have become more investor-friendly since the global financial crisis but there is still room for improvement
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Opinion Pieces
Letter from Brussels: Opposition to mission creep
The EU’s controversial mandate for a radical shake up of financial supervision has received a cool reception from the pensions sector as well as smaller EU members
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Features
Monetary policy: Too much of a good thing
The ongoing economic expansion is set to become the longest in the post-war era, at least for the US. The debate about the pros and cons of zero rates and quantitative easing continues
