Latest from IPE Magazine – Page 323
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Special Report
Green listings
Nina Röhrbein reports on how stock exchanges apply pressure on their listed companies to be more sustainable
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Asset Class Reports
European Equities: Is there value in the periphery?
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more abundant domestic-focused and cyclical stocks
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Asset Class Reports
European Equities: Debating ‘quality’
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
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Interviews
Emerging markets, changing world
Julian Mayo, co-CIO at emerging markets specialist Charlemagne Capital, has a memory from the early 1990s that serves as a corrective to the idea of ‘de-coupling’.
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Features
Diary of an Investor: Cold weather, great pay
February is not the time to visit Toronto. Stepping outside the airport I am reminded how seriously cold it gets in Canada. Winters are mostly pretty mild in the Netherlands so we don’t get to skate on frozen canals like in the Old Master paintings.
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Features
Focus Group: Shaky confidence returns
Some 43% of those taking part in this month’s Off The Record survey were quite confident that the world economy and financial system are now over the worst.
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Opinion Pieces
Letter from Brussels: Social and labour issues
Disputes between Brussels and national governments are likely to emerge when the European Commission unveils in June its position on the rules concerning national social and labour law (SLL).
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Opinion Pieces
Big picture questions
BlackRock, the world’s largest money manager, has reached a record $3.8trn (€2.8trn) in assets, about 60% of which is for institutional clients, including pensions. CEO Larry Fink, commenting on his firm’s 2012 results, said that the institutional business will launch a “strategic client programme” this year.
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Features
Ireland’s challenge
Ireland’s presidency of the European Council is an opportunity for the country to showcase the progress it has made in repairing its finances and its economy since the bailout at the end of 2010.
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Features
Don’t hope for a Basel III scenario for IORP II
After the Basel Committee unveiled a softer version of the Basel III measures for banking institutions in January, the European pensions industry saw the watered-down legislation as a glimmer of hope. Many crossed their fingers that Brussels would take a similar approach to regulatory frameworks currently being developed for insurance ...
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Country Report
Ireland: The long haul
Pension funds are still missing key pieces of the regulatory puzzle, finds Jonathan Williams, despite the re-introduction of the minimum funding standard. And sponsors face lengthy recovery plans
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Country Report
Ireland: Clear intentions
Jerry Moriarty reviews the direction of Irish pension tax policy, the funding standard, sovereign annuities and wind-up plans
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Country Report
Ireland: Funding standard in context
Philip Shier outlines the issues surrounding the funding standard, and looks at European pension funding trends
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Country Report
Ireland: Reduce, derisk
Pension funds now hold a third of their assets in fixed income, and corporate bonds are set for a boost, writes Rachel Fixsen
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Country Report
Ireland: Pressure mounts
Conor Daly and Fergus Collis outline the ways in which Irish defined benefit schemes are dealing with economic uncertainty and the pressures of regulation
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Country Report
Ireland: Working and retiring in Ireland
The retirement age will increase to 66 from 2014. Fiona Thornton puts these changes in context and argues that rules should be changed to allow phased benefit drawdown
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Special Report
Environmental Risk: The Changing Climate: Pricing climate change
The physical and regulatory risks from climate change already exist. But Nina Röhrbein finds that the pricing signals remain suppressed by still-evolving regulatory frameworks and a lack of data
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Special Report
Environmental Risk: The Changing Climate: The seven-step programme
There is a clear route to making sure your portfolio is ‘future-proofed’ against climate change rather than a contributor to it, argues Raj Thamotheram. But, so far, very few investors are on it
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Special Report
Environmental Risk: The Changing Climate: Six degrees of capitalisation
Mark Campanale and Jeremy Leggett consider whether capital markets might be mis-pricing the risks attached to fossil-fuel stocks
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Special Report
Environmental Risk: The Changing Climate: ‘A fiduciary duty’
Nina Röhrbein hears how forthcoming changes to asset allocation at the Environment Agency Pension Fund will build upon its long record in environment-sensitive investing
