Latest from IPE Magazine – Page 209
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Interviews
Strategically speaking: Affiliated Managers Group
The business philosophy of AMG is a consistent one: grow revenue and cash earnings per share by taking stakes in best-in-class boutique asset management businesses. Repeat the exercise
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Features
Asset Allocation: The big picture
In most elections, pollsters do their best to gauge voting intentions. However, until the votes are cast, experience has shown that exercising a more cautious pre-election stance is probably advised
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Features
Ahead of the Curve: Trend-following - quality not quantity
Stephen Wood explains why a single well-researched trend-following investment model can produce better results than simply relying on diversification using different models
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Features
Focus Group: Warm on EM investment
Just three of the investors polled for this month’s Focus Group have increased their allocation to emerging and frontier markets in the past three years
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Features
Diary of an Investor: War stories
Last month I joined our co-operation partners at PensionKøbenhavn in Copenhagen for a private round table of institutional investors discussing real assets
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FeaturesIPE Expectations Indicator November 2016
Summer is over. Gone for the next nine months are the warm nights, and worry-free days…correction, only the warm nights have gone. The worry-free days did not exist this summer, and they still do not.
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News
UK pensions minister supports indexation change 'in principle'
Schemes should be allowed to change indexation calculations ‘as long as members are protected’
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Features
Securities Lending: More work to be done
Brian Bollen examines the resilience of securities lending as it evolves to meet new challenges and demands in the financial industry
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Opinion Pieces
Guest Viewpoint: Chris Curry - Pensions Policy Institute
The pensions world is constantly changing. In the UK, more DC savers, coupled with recently introduced flexibility of access, will increase the levels of risk and complexity for many
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Opinion Pieces
Letter from the US: Endowment rethink
Should other university endowments follow the Yale model or is it time to rethink how they invest and take a simpler approach, such as an indexed 60/40 portfolio? That is the big question for NP ‘Narv’ Narvekar, who becomes the CEO of Harvard Management Company (HMC) in December.
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Opinion Pieces
Letter from Brussels: Pan-EU private schemes for 2017?
Legislation proposing pan-EU personal pension products (PEPPs) could be tabled in 2017, according to the European Commission
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Features
An industrial revolution
There used to be a stark divide in pensions, particularly in the UK and the US, with a high level of security in defined benefit (DB) and a low level in defined contribution (DC)
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Features
Research: The need for retirement bonds
Government-issued retirement bonds with a GDP-related coupon would help redress the savings imbalance by increasing government investment and mitigating the effects of quantative easing on pension funds, Jean Frijns, Theo van de Klundert and Anton van Nunen write
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Country ReportSpain: Focus on safety first
Pension funds are reducing their risk levels in response to uncertainties generated by Spain’s failure to form a government, Brexit and Italy’s banking crisis
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Asset Class Reports
Global Equities: The search for global opportunities
Finding attractive companies in the current market environment is no easy matter even within the entire universe of global equities
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Special Report
Special Report Fixed Income Strategy: No more easy gains
What started as an emergency measure looks like it has become a permanent state of affairs.
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Special Report
German Asset Management: Investors climb the risk ladder
Continuing low interest rates are forcing investors to move further up the risk ladder in search of returns. Barbara Ottawa reports
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Features
A dollar decline is overdue
For anyone who follows currency trends, and indeed asset markets more generally, the triennial survey from the Bank for International Settlements is invaluable
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Features
Research: Retirement Income - How much is enough?
Bonnie-Jeanne MacDonald outlines a new approach to the calculation of retirement income adequacy
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Country ReportPensions Caixa 30: Risk-reduction exercise
Gail Moss finds out what Spain’s biggest corporate pension scheme has been doing to reduce risk in its investment portfolio
