Latest from IPE Magazine – Page 202
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FeaturesIPE Expectations Indicator February 2017
With two full months of post-US election information to sift though, shifts in manager expectations have been as extreme as some reactions to, and rhetoric from, our newest world leader. Even more so than the prior month, the conviction that there will be movements in certain asset classes is surprisingly high.
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Interviews
On the Record: How will your equity exposure change this year?
Three pension funds - Amonis, Fondenergia and UMR Corem - talk about equity risk
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Features
World Trade: Is protectionism on the rise?
Developments in the US and Europe presage a substantial change in the conduct of international trade
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Features
The European insurance challenge
European insurers may turn to a wider range of asset management strategies as they face up to difficult market conditions
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Features
Re-defining hedge fund fees
Hedge fund fees are just one part of the cost equation. The real discussion should be about value for money and not headline fees
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FeaturesESG: UN goals strike a chord
The UN Sustainable Development Goals, agreed by world leaders in September 2015, have captured the imagination of many in the European institutional investment community
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Interviews
Strategically speaking: Dodge & Cox
For most investment professionals the aftermath of an almighty financial crash would probably not seem like a good time to launch an asset management firm
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Features
Asset Allocation: The big picture
Could 2017 be the year developed market economies see the end of monetary easing?
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Features
Ahead of the Curve: Investors ignore big data at their peril
News platforms, blogs and social media offer a massive amount of data and emotions which can be crucial in making sound investment decisions
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Features
Focus Group: A changing climate
The average listed equities allocation in the portfolios of funds polled for this month’s Focus Group is 31%, with the level of respondents’ allocation ranging from 10% to 59%
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Features
Diary of an Investor: Political perils
Last month I met with my old friend Thijs, who is CIO of a large UK corporate pension scheme, working in a small investment office in the UK with an enlightened CEO
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Opinion Pieces
Guest Viewpoint: Rudyard Ekindi
”Asset managers are from Mars, asset owners are from Venus”
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Features
Costs really matter
A slow but steady evolution in best practice on cost disclosure and reporting is changing the way pension funds think about the asset management industry as well as the way they structure their internal resources.
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Country ReportPensions in CEE: New dawns for Baltic pensions
Baltic second-pillar pension funds face common challenges in a low-return environment, such as searching for yield and illiquid opportunities in a challenging regulatory environment
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Special Report
Special Report: Fees & Costs - Light in the fog?
A Europe-wide discussion on asset management fees and costs is heating up. Some regulatory and industry initiatives are proving successful at providing common disclosure frameworks for pension funds and their asset managers
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Asset Class Reports
Investment Grade Credit: Market distortions
Regulatory pressures and political uncertainty triggered by the Brexit vote and the election of Donald Trump are creating challenges for investors in global debt markets
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Features
Fiscal policy? Let the zombies die
The international shift from an emphasis on monetary policy to a focus on fiscal policy is a dangerous diversion. Pumping money into the economy cannot resolve the underlying weaknesses that have long plagued western economies
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Country Report
Baltic pension funds: The way forward
Harijs Švarcs addresses challenges for Baltic pension funds
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Special Report
Netherlands: Joint efforts yield results on cost disclosure
Carlo Svaluto Moreolo outlines how Dutch pension funds have changed the way they gather and present information on investment costs
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Asset Class Reports
Issuance: Opportunity of a lifetime?
Are the ultra-low government-bond yields across the euro-zone a once-in-a-lifetime opportunity for European and US companies to issue debt?
