Latest from IPE Magazine – Page 352
-
Special Report
IPE at 15: A future for investment management
Saker Nusseibeh and Zuhair Mohammed outline a vision for institutional managers
-
Special Report
IPE at 15: Winning the losers’ game
In an era where old certainties no longer hold, pension funds cannot afford to sit on the sidelines and let others do the heavy lifting, argues Amin Rajan
-
Country Report
Ireland: A levy too far
Ireland’s economic woes have led the government to introduce a tax on pension fund assets. But the planned €450m pensions levy brings with it a significant impact on an already ailing industry, finds Jonathan Williams
-
Country Report
Ireland: Beyond bailout
Ireland should not lose its perspective on long-term issues like pensions, argues Jerry Moriarty
-
Country Report
Ireland: Funding for the future
The re-instatement of the funding standard, as well as an overhaul to increase capital buffers, come at a time when pension funds in Ireland have yet to recover from the recession. Jonathan Williams examines how the industry views the reinstatement and how funds can de-risk
-
Country Report
Ireland: Reform under way
Frances Kehoe evaluates Ireland’s minimum funding standard and the introduction of sovereign annuities
-
Country Report
Ireland: Borrowing to buy
Will vendor finance get pension funds investing in the Irish property market? Shayla Walmsley reports
-
Country Report
Ireland: Put on a green jersey
Infrastructure is the asset class hotly tipped as austerity budgets bites, writes Jonathan Williams. But can Ireland’s industry be attracted to an illiquid asset at a time when funding concerns are paramount?
-
Country Report
Ireland: Move to sustainment
Reform of the funded state pensions system foresees a planned single-career average pension fund for all employees, writes Pádraig Floyd
-
Country Report
Ireland: Work extension
Employers will need to consider the impact of the change in state pension age on their HR policy and occupational pension schemes, writes Aisling Kennedy
-
Special Report
Equity Sectors: The best form of defence
If you must hold equities, during volatile times it pays to be invested in the ‘safest’ businesses. But Martin Steward finds a changing world challenging old assumptions about which sectors contain these defensive stocks
-
Special Report
Equity Sectors: Sector success
Neptune Investment Management manages £6.5bn (€7.9bn) in almost 30 different equity strategies, pursuing a sector-driven philosophy. Martin Steward discussed the process with Douglas McDowell, head of client investment strategies
-
Special Report
Equity Sectors: Sitting ducks
Debt-ridden governments see them as cash cows and Fukushima has destroyed the nuclear consensus. Emma Cusworth wonders, are utilities still defensive, or are they now sitting ducks?
-
Special Report
Equity Sectors: Fat pipes cure lean profits
Emerging markets and cloud-based services could balance-out the telecom sector’s poor pricing power, finds Anthony Harrington
-
Special Report
Equity Sectors: Cashed-up and ready to grow
Institutional investors are underweight technology, but managers say the sector works well as a defensive play, finds Maha Khan Phillips
-
Special Report
Equity Sectors: Don’t speculate to accumulate
The sectors offer better long-term prospects than short-term ones, writes Maha Khan Phillips
-
Special ReportEquity Sectors: The evolution of sector risk
Ian Webster reveals that risk in European markets is currently being driven more by countries than sectors and that sector returns have become highly correlated. But a growing sector value spread may point to the next alpha opportunities
-
Features
Leader of the supertanker
ABP transformed itself in 2008 when it spun off APG to become an independent pension asset manager that could also manage assets for external pension funds.
-
Features
Back to business
In the April 2010 edition of IPE, I wrote on these pages about my amusement that active managers always think it’s “a great time for active management”. I thought that uncertainties around the euro-zone, China’s economy, forthcoming elections and ‘geopolitical hotspots’ would keep us firmly in a ‘risk-on, risk-off’ world with stubbornly high market correlation.
