Latest from IPE Magazine – Page 320
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Features
Swimming against the tide
While the entire European pension industry seems to be fretting about the implications of a Solvency II-style directive for pension funds, in the far northeastern corner of Europe, solvency takes on an entirely different meaning.
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Features
It’s a war out there
Anthony Harrington finds optimism among active currency managers, and that a top-down discretionary approach might be best-suited to surviving and thriving through the ‘currency wars’
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Features
The business of uncertainty
Lynn Strongin Dodds takes a look at a sector beset by uncertainty over regulations, profitability and dividends
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Features
The EM lending gap
Bank lending to emerging markets is falling sharply – but David Creighton writes that the growth in bond issuance isn’t filling the lending gap
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Asset Class Reports
US Equities: Too big to grow?
No company can grow its earnings forever, but drawing the ‘ex-growth’ line is almost impossible. Joseph Mariathasan delineates the characteristics of pro-growth mega-caps from the US equity market
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Asset Class Reports
US Equities: It’s a gas
The hydraulic fracturing revolution could re-shape the US economy – and US equity portfolios with it, writes Joseph Mariathasan
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Asset Class Reports
US Equities: Growth – but at what price?
US equity managers’ performance has been determined by a long period of convergence between value and growth strategies. Martin Steward outlines these characteristics in four portfolios and asks if this era is coming to an end
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Special Report
Insurance-Linked Investments: Appetite for catastrophe
Investors cannot get enough of the catastrophe bond market, writes Charlotte Moore, but the potential for equilibrium, albeit at lower returns, is there
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Special Report
Insurance-Linked Investments: Doctor in the house?
Lynn Strongin Dodds outlines the importance of quality medical underwriting and ongoing assessment of life expectancies in the traded life policy world
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Special Report
Disarming pension funds
Nina Röhrbein finds investors staring down the barrel of a gun when it comes to their investments in controversial weapons
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Interviews
Degrees of freedom
It has been a busy Q1 for Artisan Partners. At the time of writing, the 19-year-old firm was on the brink of its IPO. Aiming to raise almost $330m with which to clear its loans, buy back shares and reward its pre-IPO partners, the event feels like the foundation for the firm’s next stage of growth.
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Features
Innovate to survive
As business becomes thinner and specialisation becomes crucial, Iain Morse reports on the Norwegian custody market
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Features
Currency war? What war?
Two-thirds of respondents to this month’s Off The Record survey do not believe there was a genuine ‘currency war’ on, with about half of these believing it to be all media hype.
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Features
Article 47.3: Devil in the detail
Unintended consequences are coming to light with respect to the EMIR framework, which aims to push all trading in OTC derivatives through central clearing.
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Features
The end of fees as we know them
Taking to the stage on the first day of the National Association of Pension Funds Investment Conference in early March, Paul Marsh of the London Business School unwittingly set the tone for the rest of the event.
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Features
Britain and Europe
The UK has squandered its fiscal strength relative to the rest of Europe, argues Holger Schmieding – and talk of a ‘Brexit’ will only make things worse
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Opinion Pieces
Anti-SII bloc victory?
The bloc of EU member states opposed to the inclusion of Solvency II-inspired provisions in the planned IORP II Directive, appear to be on the road to victory.
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Features
Indexation ambition
Nina Röhrbein interviews Bernard Walschots, CIO of Rabobank’s Dutch pension fund
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Country Report
The Netherlands: Regime change
Uncertainty is unsettling the Dutch pension fund industry as a new pension framework takes shape, finds Nina Röhrbein
