Latest from IPE Magazine – Page 422
-
Special Report
Trillions of dollars of expense
US institutions discussed the prospect of a new investment world at the Milken Global Conference in Los Angeles at the end of April. Liam Kennedy, who moderated the institutional investors’ panel, here discusses what they had to say
-
Special Report
Sound FX
It is not certain whether the currency risk of an equity portfolio can be hedged effectively. Martin Steward assesses this and pension funds’ changing approaches to currency risk
-
Special Report
Use some discretion
In a volatile environment, systematic quantitative styles of currency management struggle to find their footing. Fundamentals-based strategies provide the best alpha-generation and preservation opportunities, argues Mark Farrington
-
Special Report
Gold: currency of last resort?
It has been years since the world abandoned the gold standard, but now, for many institutional investors, allocating to gold has become about currency and inflation hedging, writes Maha Khan Phillips
-
Interviews
IAM what IAM
It’s been an eventful few years for fund of hedge funds International Asset Management (IAM).
-
Features
More than a euro/dollar play?
This month’s Off The Record survey looked at pension funds attitudes towards currency management
-
IP Asia
Dynamic hedge - a way of shock-proofing your portfolio
In common with institutions elsewhere in the region, Japan’s pension funds have been actively pursuing alternative strategies.
-
IP Asia
The recipe for success in Asian real estate
Practitioners in real estate know that successful investing in real estate requires many things to go right and it’s genuinely the product of team work.
-
IP Asia
Why change is hard to achieve
Janet Li, Watson Wyatt’s head of investment consulting for Taiwan says the country has some hard choices ahead, but embedded corruption and a lack of accountability mean the situation is unlikely to improve in the foreseeable future. “Taiwanese are culturally afraid of change,” says Li, “and a culture of ...
-
IP Asia
China faces up to its biggest challenge
The Chinese government is presently undergoing important reforms to build a sustainable, nationwide pension system.
-
Features
Diary of an Investor: Nimble and flexible
The Amsterdam rain is falling against the windows as we see a market rally on the computer screens. All good timing for the conference I am attending with the theme ‘What now for Pension Funds?’
-
Special Report
Keep it simple
Choosing collateral and counterparty wisely will help to mitigate substantially against the future risk of default in securities lending, finds Iain Morse
-
Special Report
Seeing the wood for the trees
Timberland is growing in favour as distressed sales make the investment affordable. Nina Röhrbein discusses the sustainability aspects
-
Special Report
Carried away
Market volatility and central bankers racing each other to zero have beaten up the carry trade. Does this make the case for a diversified exposure to currency absolute return strategies? Martin Steward reports
-
Features
Bitter medicine
Central banks are preparing to flood the market with paper on the one hand while ‘printing money’ to hoover it up on the other. Martin Steward asks what it means for bond yields, pension fund solvency and asset allocation over the coming months
-
.jpg)
Asset Class ReportsDon’t fight the Fed...
The Fed and the US Treasury combination sits like a heavyweight in the boxing ring of US fixed income. The ponderous moves open up ample opportunity for some quick jabs – but get on the wrong end of one of the swings and it’s a knockout. Joseph Mariathasan reports
-
Special Report
‘We ate all the nuts’
Liam Kennedy interviewed PIMCO’s Bill Gross and Mohamed El-Erian at their offices in Newport Beach, California
-
Country Report
A cautiously traditional approach
Popular sentiment as well as well as restrictive regulation limits the asset allocation of Turkish pension funds to all but the most basic assets, notes Reeta Paakkinen
-
Country Report
A way forward to the past
As the Maltese government stalls on a commitment to introduce second and third pillars, George Coats points out that the island nation had an occupational system some years ago
-
Country Report
Patching up a monolith
Patching up a monolith Pension reform in Greece has been a work in progress for the past 75 years and there is still a long way to go, finds George Coats
