Latest from IPE Magazine – Page 332
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Country Report
Nordic Region: Time to talk about pensions
Regulatory changes have put the spotlight on how Danish pension funds are communicating with their members, writes Rachel Fixsen
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Features
Bolt-on growth
As a fast-track route to growth with a focus on efficiency gains, buy-and-build seems perfectly-suited to our low-growth world, writes Jennifer Bollen
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Features
On the road again
The convertible bond market finally woke up in September. But Martin Steward finds that there is a long way to go before portfolio managers are out of the woods
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FeaturesWhat makes a skilful portfolio manager?
Ignore the sales pitches, advises Rick Di Mascio. Successful managers simply get more decisions right than wrong, and make sure their hits make more money than their misses lose
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Asset Class Reports
Global Equities: Jam today
A low-yielding environment makes an increasingly powerful case for dividend income in pension portfolios, writes Joseph Mariathasan
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Asset Class Reports
Global Equities: Three of a kind
Martin Steward finds three managers exploiting three major investment themes in three different ways
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Special Report
Currency Management: Yen and now
Through the 1990s and most of the 2000s the Japanese yen funded a host of the world’s most lucrative carry trades. Daniel Ben-Ami examines whether recent fixes mean that the euro has already shuffled off its role as ‘the yen for the 2010s’
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Special ReportCurrency Management: Still overpaying for FX?
An agency approach to FX execution promises substantial savings. Lloyd Raynor suggests that it is time to give this area more attention
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Special Report
Currency Management: More than one way to play the renminbi
Theory and history suggest that China’s currency should appreciate along with its economic growth. But Charlotte Moore finds investors looking for other routes besides the fast-growing ‘dim-sum’ market
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Features
A cross-border story
Iain Morse reviews Ireland’s custody market as it wakes up to fund rationalisation and thinner margins
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Interviews
Cutting through the noise
“There is almost universal agreement that the world needs long-term investors and, indeed, that short-termism is bad,” says Keith Skeoch, CEO of Standard Life Investments (SLI), addressing a room of European finance journalists at its Edinburgh offices. “And the reason short-termism is perceived as bad is that the charge sheet is long and serious.”
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Interviews
Institutional ambition
It probably wasn’t planned this way, but Four Capital Partners was set up by Derrick Dunne and ex-Schroders UK equities managers Tom Carroll, Ted Williams and Chris Rodgers on the precipice of the financial crisis. Established in 2006, its first UK equities fund was launched in April 2007, on the very day that New Century Financial went Chapter 11.
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Features
Diary of an Investor: Rear-view mirror
A couple of weeks ago I made my way to Amsterdam’s Beurs van Beurlage for a festive evening, the annual dinner of the Dutch Committee of Institutional Investors. It’s always a good occasion to catch up with old friends, even if you’d rather give some of the guests a wide berth.
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Special Report
Risk Managed Equities: The funding dilemma
With its desire to de-risk and its growing deficit, the Strathclyde Pension Fund is one of many ideal candidates for the risk-managed equities experiment. Martin Steward reports on its plans
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Special Report
Risk Managed Equities: Smart beta – a cautionary tale
By moving away from the market portfolio smart beta solutions add risk, argues Jeff Molitor. Investors need to be aware of this, and of the fact that taking active risk needs to be well timed
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IP Asia
India - Moving ahead despite the government
India’s latest economic reforms may offer some hope, writes Joseph Mariathasan
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Opinion Pieces
Letter from Brussels: Lack of trust blamed for low savings
While euro-zone household savings, including retirement provision, grew steadily from around €600bn gross savings at the end of the century to a peak of €910bn in 2009, they fell to €834bn by 2011.
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Opinion Pieces
Letter from the US: Colleges count losses
US college and university endowments had the worst returns of any insitutional investor in the year ended 30 June 2012
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IP Asia
Income approaches to equity investing
Joseph Mariathasan looks at investing for consistent returns
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Asset Class Reports
Global Equities: One world
The convergence of emerging and developed markets argues for integrated global portfolios. But Joseph Mariathasan finds that investors taking this approach could miss out on the best opportunities
