Latest from IPE Magazine – Page 357
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Features
An historic opportunity
Regulatory pressure, changes to the market structure and an ongoing de-leveraging process make the financial sector compelling for bondholders, argue Robert Montague and Satish Pulle
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Asset Class Reports
Emerging market equities – ‘Quality’ shines through
Martin Steward finds that a significant change in market leadership after 2009 determines who stays at the top of the emerging equity performance tables – and who falls
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Special Report
Off the starting blocks
Across central and eastern Europe, the extent to which countries have launched themselves off the ESG starting blocks varies greatly. Nina Röhrbein reports
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Special Report
Great expectations
ESG investing is growing in popularity, as Sofie Gravers Jacobsen analyses the results from Kirstein’s investor survey
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Special Report
CO2 on file
Corporates are making patchy progress on the disclosure of their carbon emissions, writes Elisabeth Jeffries. Mandatory disclosure would be a struggle for many
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Interviews
Geneva conventions
Lombard Odier Darier Hentsch, the 215-year-old Geneva-based banking group, is, of course, a family business. It is just happy coincidence that both the father and brother of Hubert Keller, who co-heads the institutional asset management division, Lombard Odier Investment Managers (LOIM) alongside Thierry Lombard, spent parts of their career with the bank: Keller says he never came across it during his years on the sell-side in London, before joining in 2006.
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Interviews
Bringing the New World to the Old
The third quarter of 2011 was not much fun for Investec Asset Management (Investec AM).
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Features
Diary of an Investor: Sinterklaas
Before Christmas, we at Wasserdicht Pension Funds took a call from a research company. They were visiting Dutch pension funds, they said, to carry out a study of attitudes among institutional investors.
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Features
Fear of euro-zone break-up takes hold
Almost half of respondents to this month’s Off The Record survey felt that the biggest credible threat to the global economy or financial markets in 2012 was the euro-zone break-up beginning to look inevitable. “The risk of a break-up has consequences impossible to oversee and hedge. It is not unlikely anymore,” said a Dutch fund.
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IP Asia
Problems in store for Indian banks in 2012
Softness in Indian bank bonds is slowly shifting from a story of oversupply to more fundamental concerns.
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IP Asia
India’s NPS: Good times and bad
Joseph Mariathasan examines the challenges in the India’s pensions system and the steps taken to achieve its aim.
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IP Asia
India remains a tough market for investors
We had quite a few problems with corruption and permits haven’t been given. Investment has come to a bit of a standstill but we know they desperately need to create more infrastructure.
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Opinion Pieces
Hedge funds face clip
Hedge funds enjoyed record inflows in 2011 as new assets from US pension funds poured into their coffers. But it was also a horrible year for their performance and investors put a lot of pressure on them for better terms.
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Features
Ireland returns to the funding standard
With the imminent reintroduction of the funding standard in Ireland, as well as new guidelines on sovereign annuities, the pension industry is to witness some significant changes.
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Features
Dutch fiduciaries maintain their guard
Fiduciary managers foresee greater demand for inflation-linked strategies and give a cautious welcome to some aspects of a still vague pension deal, writes Mariska van der Westen
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Country Report
Switzerland: Life in a safe haven
September’s shock devaluation of the Swiss franc halted the decline in the value of Swiss pension funds’ foreign assets. On the other hand, ultra- low rates are putting extreme pressure on funds. Nina Röhrbein assesses asset allocation in the light of these extremes
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Country Report
Switzerland: Efficient stability
Nina Röhrbein reviews current Swiss asset allocation trends
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Country Report
Switzerland: No magic formula
The minimum interest rate in the Swiss second pillar was recently cut from 2% to 1.5% for 2012, writes Barbara Ottawa. But experts believe this is still too high to be sustainable
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Country Report
Switzerland: The problem of converting minds
Legally, Swiss Pensionskassen have to apply a 6.9% conversion rate but the actual rate used is much lower. Barbara Ottawa asks why politics are not adjusting to reality
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Country Report
Switzerland: The super regulator
Pierre Triponez, president of new Swiss federal pensions supervisory body – the Oberaufsichtskommission (OAK) – discusses his role and remit with Cécile Sourbes
