Latest from IPE Magazine – Page 303
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Asset Class Reports
Sovereign Bonds: The tip of an iceberg
Detroit’s bankruptcy grabs the headlines, but Christopher O’Dea draws attention to an even more significant muni bond development: pension-funding bonds issued by high-quality deleveraging municipalities
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FeaturesTime for an overhaul
With yields rising and pension schemes continuing to increase their allocation to bonds, Peter Ball asks how trustees can plug the deficit in their schemes
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Interviews
M&G Fixed Income: Shining a light in the cracks
IPE editor Liam Kennedy sits down with M&G chief executive Simon Pilcher
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Features
Focus Group: The real thing
Just under half of the respondents to this month’s Off The Record survey expect their allocation to real assets to increase a little over the next five years. On average, respondents currently invest 24.4% of their fund in real assets – although some investors have a more expansive definition for the term than others. One fund included the 5% it has in private equity, for example; two others included their listed equities; and two even included bonds, without specifying whether these were inflation-indexed.
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Features
In the pipeline
It’s a fine September morning and I am over the North Sea in a helicopter together with Geert, our bright young spark in the investment department. But it’s not just a day out and we are all dressed in hard hats and waterproofs since we are on our way visit a gas installation. Our proposed investment is nowhere to be seen, though, as it is a share in a gas pipeline network on the seabed.
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Country Report
Portugal: Cautious steps towards risk taking
Portugal’s supplementary pension funds have increased their equity weightings but are still cautious on fixed income, writes Gail Moss
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Opinion PiecesThe assets of healthcare
A trend that has already taken place in pensions is now happening in the healthcare sector in the US
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Features
The rise of cross-over assets
In this second article in a new series, Nicholas Lyster and Amin Rajan argue that the evolving diversification favours assets with bond-like features and equity-like returns
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Asset Class Reports
Sovereign Bonds: Yielding more questions than answers
Some see recent bond-market sell-offs as the start of the long-awaited bear market in bonds – or at least a ‘normalisation’ of rates, while others point sceptically to weak global growth
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Asset Class Reports
Sovereign Bonds: Tough at the top
Martin Steward finds life getting tricky for even the best active European bond managers
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IP Asia
Is history quietly repeating itself?
With the system already as heavily leveraged as it was in 2007, markets are hanging on every word from Ben Bernanke. Dan James thinks this only adds to the feeling of déjà vu.
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IP Asia
Asian REITs - The domino effect
The number of REIT regimes in Asia has grown over recent years. It is now a question of when and where next, writes Peter Mitchell.
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IP Asia
Risk management challenges for pension funds
Complexity in regulation, heightened demand for efficient liability management and market volatility have created demand for a different type of relationship between asset managers and pension funds, writes Liam Kennedy.
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IP Asia
Sri Lanka: Set for far-reaching changes
Sri Lanka plans to create a deeper, more liquid and sophisticated capital market, writes Wing-Gar Cheng.
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IP Asia
Vision Super stays ahead of the game
Australia’s Vision Super shares its strategies with Brendan Swift.
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IP Asia
The business of philanthropy
Bee-Lin Ang chats with a Hong Kong tycoon on his philanthropic pursuits.
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IP Asia
A prescription for China’s urban pensions
China’s pension system will be at a crisis point in as early as a decade, reports Yue Wang.
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IP Asia
Asia’s wealthy eyes Vietnam real estate
Bee-Lin Ang looks at how a multi-family office is raising funds for property in Vietnam.
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IP Asia
GIC keeps faith in emerging markets
The Singapore state-owned investment company remains positive about emerging economies, writes Bee-Lin Ang.
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IP Asia
Global experts assess Asia’s pension challenge
At the ‘Global Retirement Savings’ Conference, hosted by ICI Global in association with IPA, the problem of pension coverage was a key topic of discussion. Richard Newell reports
