Latest from IPE Magazine – Page 693
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Features
Living in extreme times
From possible rate hikes, to open discussions about the possibilities of rate cuts, it is little wonder that market volatility remains so painfully high. Whilst many fixed income managers are bemoaning the fact that their portfolios are not long enough against respective benchmarks, it could be worse: they could be ...
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Features
Demand for gilts looks secure
Like the rest of the world’s developed government bond markets, UK gilts have done pretty well out of the turmoil in stock markets. The yield curve has also steepened significantly, across the whole curve. The short end has benefited most as the market has re-assessed the outlook for short term ...
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Features
Ready for take-off
Flaws in the fabric of the Japanese economy still mar the outlook for equities in the country. But equity strategists are now cautiously optimistic about the prospects for share prices in Japan – at least in comparison to the outlook for equity markets in the US and Europe. Hopes are ...
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Features
More modest expectations
European investors have not had a very good experience investing in equities lately. One question is whether or not equities will deliver strong future returns relative to other asset classes. We have looked at this not in a tactical sense – what are returns likely to be over the next ...
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Features
Waiting for dust to settle
The July equity crash has disrupted relative asset valuations, but it will not be possible to measure them with any confidence on a prospective basis until markets stabilise somewhat and allow us to assess the impact on the whole economy and on specific industries. The pervasive crisis of confidence prompted ...
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Features
Under a cloud
One of the most developed markets in Europe, the Swiss pension fund industry is now entering a new phase of maturity. Disappointing investment returns and shrinking reserves are pushing institutional investors to rethink their strategies to find new investment solutions to face the future. Overall, investors are not satisfied with ...
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Features
Lowering the return hurdle
It has been one of the hot issues of the market and the government finally decided to do something about it. The minimum interest rate for occupational pensions in Switzerland of 4% has been seen as a huge legal constraint that was making asset manager and insurers’ lives very difficult ...
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Features
Still signs of life
The fund management industry in Switzerland continues to be one of the most dynamic markets in Europe, despite growth of assets slowing down. According to figures published by the Swiss Fund Association (SFA), the country’s fund market didn’t attract significant inflows during last year, even though the number of new ...
