Latest from IPE Magazine – Page 299
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Special Report
Currency Management: Keep calm and carry on?
Consultants hope that a healthy volatility is returning to FX markets to lure back pension funds, writes Angela Henshall. But does the strategy debate still need to move on?
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Asset Class Reports
Global Equities: Eye of the beholder
Joseph Mariathasan looks into the debate around how best to calculate the fundamental value of companies and markets
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Asset Class Reports
Global Equities: Winners and losers
European equities are not only about to benefit from some catch-up in the profitability stakes.
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Asset Class Reports
Global Equities: Value gets volatile
Diverging 2013 performance shows Martin Steward that injecting cyclicality and value has increased volatility and downside
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Special Report
Stress-testing the water
Nina Röhrbein investigates water-related investment opportunities, which are now starting to attract institutional investors
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Features
Commanding heights
Jean-Pierre Couture makes the case for top-down investing in an era of ‘de-globalisation’
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Features
Focus Group: Equities falling out of favour
The average equity allocation in the portfolios of respondents to this month’s Off The Record survey is around 36.7%, down from just over 40% 10 years ago.
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Features
Communications go digital
The pensions industry is one of the worst at understanding its customers, which is one reason why two providers have developed innovative online tools, writes Nina Röhrbein
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Features
Adding the best of DB to DC plans
In the final article in the current series, Nicholas Lyster and Amin Rajan argue that despite the demise of DB plans, the baby is unlikely to be thrown away with the bath water
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Opinion Pieces
A Lithuanian bottleneck
Yet another Brussels go-slow on IORP II legislative revisions? Yes, but it’s not just rules for occupational pensions. A let’s-put-off-until-tomorrow syndrome is hammering swathes of financial legislation and the Brussels machine is now close to deadlock.
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Opinion Pieces
Activist stances
US public pension funds are slowly recovering from their worst years, 2008-09, when their assets fell to a low of $2.1trn (€1.6trn). In the latest fiscal year ending 30 June 2013, assets increased 8.4%
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Features
Politics and sovereign wealth
Norway’s Government Pension Fund Global is now the third-largest institutional investor in the world, after Japan’s Government Pension Fund and China’s SAFE
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Features
Will Draghi repeat Trichet’s mistake?
This month, one of the interviewees for our Strategy Review advises us to “look at the strength of the euro”
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FeaturesPolish reform: A lot not to like
Managers of Polish pension funds can at least be grateful their industry has not been entirely nationalised
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FeaturesNorwegian oil fund: unification or division
As the largest pot of institutional money in Europe and the third largest in the world, the Norwegian Pension Fund Global was bound to be the topic of debate during Norway’s recent election
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Features
Polish reform bid upsets markets
The government’s proposed reform of its second-pillar system unnerved the markets amid widespread criticism from home and abroad
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Features
Can a pension fund be too big to fail?
Will the Financial Stability Board extend the ‘too-big-to-fail’ resolution to pension funds?
