Latest from IPE Magazine – Page 245
-
Special Report
An uncertain path
Daniel Ben-Ami charts the downward path of bond yields over the last 30 years. While the widely anticipated end to this bull market may be imminent, the trajectory is uncertain
-
Asset Class Reports
Global Equities: Where is the treasure?
Joseph Mariathasan assesses the outlook for active management in a global equity sector beset by excessive liquidity and volatility
-
Opinion PiecesLetter from Brussels: Pressure builds on tax havens
Brussels’ financial focus is on aggressive corporate tax planning and the related question of tax havens. This concerns the hedge fund ‘passport’ rights to do business across the EU and compliance of the offshore jurisdictions where they are domiciled to EU norms.
-
Features
Long-term views required
For institutional investors with long-term time horizons, equities make a lot of sense, particularly when bond markets appear to be in a government induced bubble
-
Special Report
The Kandlbinder Report 2015: Pensions assets continue to spur Spezialfonds expansion
Quality and investment pressure on institutions are playing into the hands of Spezialfonds, according to Till Entzian
-
Special Report
Euro-zone Outlook: Buffeted by headwinds
The outlook for Europe’s bond markets cannot be separated from the situation in the wider world, says Caroline Hay
-
Special Report
Pension Assets: Measuring the pension world
Pension funds diversify their investments more widely than the average German institutional investor and have restructured their portfolios significantly in recent years
-
Special Report
European Credit: Quality please
Lynn Strongin Dodds finds managers cautiously selective on European credit in the face of wider turmoil and a sluggish outlook
-
Special Report
UK Outlook: Not cut off, just different
It is important to understand both the similarities and the differences between the UK and the rest of Europe, says Daniel Ben-Ami
-
Special Report
Asset Allocation: A need for innovative diffusion
Casper Hammerich outlines key findings on asset allocation and investment trends from conversations with the some of the most influential institutional investors in Germany
-
Special Report
US Outlook: Walking a tightrope
The Fed is trying to pull off a record-setting high-wire act – without a safety net, writes Christopher O’Dea
-
Special Report
Turning point solutions
Joseph Mariathasan assesses a variety of investment approaches more suited to a changing fixed income environment. Due diligence is required to assess suitability of sometimes unfamiliar strategies
-
Special Report
PenSam: Challenges create opportunities
Morten Hemmingsen of PensSam tells Rachel Fixsen about his fund’s changing fixed income priorities
-
Features
Smart Beta Investing: A wealth of ambiguities
Separation of smart beta strategy development from index implementation makes it unclear who is accountable from a fiduciary perspective, argues Jeremy Baskin
-
Features
Asset Allocation: The big picture
Another summer passes with huge market moves and chaotic trading days. China’s stock markets ‘wobbles’ are still ongoing, and while emerging markets – especially in Asia – are still being sorely buffeted, more developed markets have attained some degree of calm.
-
Features
Ahead of the Curve: Brands and the city
Doreen Wang says financial analysts should give a company’s brand a bigger line item in investment valuations
-
Features
Focus Group: Fixed in the mind
Some 44% (16 respondents) of the investors polled this month say that fixed income has become more important in their portfolio over the past five years. Ten of these say it has become much more important.
-
Features
Diary of an Investor: Ten years on
This month I celebrate 10 years as investment director of the Wasserdicht pension funds and it is heartening to receive warm congratulations from so many friends in the Netherlands and abroad.
-
Special Report
APK Pensionskasse: Bond risks revisited
Austria’s APK has found new ways to better assess risks in its fixed-income portfolio, Barbara Ottawa finds
-
Features
From our perspective: Back to the future?
IPE’s 18-year history has been one of the expansion of funded pension systems. While countries like France have held out in favour of répartition, others have expanded the development of funded pension systems
