Latest from IPE Magazine – Page 70
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FeaturesStrategically speaking – AlbaCore Capital: Alternative credit with pension fund roots
AlbaCore Capital, a Europe-based alternative credit specialist with North American roots, is a fairly rare example of an asset management company that was spun off from a pension fund. David Allen, founder and CIO, established the company in 2016, with a team of European alternative credit specialists that he led from within the $542bn (€366bn) Canada Pension Plan Investment Board (CPPIB).
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Opinion PiecesSolving the blended finance puzzle
It is hard to say whether Friedrich Nietzsche, one of history’s most influential thinkers, would have been a supporter of the United Nations’ Sustainable Development Goals (SDGs) and all that they entail.
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InterviewsHow we run our money - AP7: Premium risk taker
Ingrid Albinsson (pictured), CIO of Sweden’s AP7, talks to Rachel Fixsen about the fund’s mission to provide a default option for Swedish premium pension savers
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FeaturesCreating investable opportunities for caring for the elderly
The world is ageing and the liberal democracies in the developed markets are among the fastest in that respect. China, having had 35 years of a one child policy from 1980 to 2015, also faces the challenges of dealing with a rapidly ageing population. Many working adults face a future of caring for two parents and four grandparents as a result.
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FeaturesLong term matters: ISSB, please don’t choose to play small
The International Sustainability Standards Board (ISSB) is a major development. ISSB has rightly made climate risk its initial priority but now has an important choice to make. Will it help investors address climate-related systemic risk or will it continue with ‘business as usual’, enabling investors to play small?
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FeaturesPerspective - Blended finance: the ultimate impact investment
Calls for a greater role for blended finance expose the challenges and opportunities of public-private collaboration
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Features
Research - DB pensions: a high-wire act in the end game
In the second article in a series, Pascal Blanqué and Amin Rajan outline the intricacies of managing a defined benefit pension plan in the run-off phase
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Opinion PiecesGuest Viewpoint - Sebastien Betermier: Four takeaways for equitable CDC pension design
The combination of ultra-low interest rates and high longevity is putting a major strain on retirement systems across the globe. A recent report by the World Economic Forum predicts that the global gap between retirement savings and retirement needs will reach $400trn by 2050.
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FeaturesBriefing: Unfinished business on IORP II
Almost three years on from the effective date for the implementation of IORP II, the directive is still being worked on, amended and adapted by Europe’s regulators. What will 2022 bring for the regulation of the EU’s pension funds?
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FeaturesBriefing - Private equity: the case for transparency
A recent paper published by US-based academic Ashby Monk and others arguably says it all in its title – *An Economic Case for Transparency in Private Equity*.
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FeaturesBriefing: EU strengthens rules on green disclosure
Investment firms need to familiarise themselves with a range of new environmental issues to prepare for a European Union law aimed at consistent environmental disclosures that also support investment decisions on environmental sustainability.
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FeaturesFixed income, rates, currencies: Economies at a sensitive juncture
Another new year and we are still in a COVID pandemic, as we were a year ago, although this time with economic grow-th looking pretty robust across the world. But, despite the best efforts of healthcare workers, scientists and politicians, the virus continues to exert an unnervingly strong influence on all our lives.
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FeaturesAhead of the curve: M&A revival a potential risk to investment grade fundamentals
Following a brief but sharp decline, 2021 merger and acquisition (M&A) volumes have surpassed pre-pandemic levels as large corporations seek to gain scale and position themselves for continued growth in years to come.
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FeaturesIPE Quest Expectations Indicator - January 2022
Being sure of opinions
With all eyes on inflation, political risk is not expressed in market sentiment, perhaps with the exception of the UK. -
Country ReportCountry Report – Pensions in the Nordic Region (December 2021)
Our report on the Nordic region leads on Denmark’s ambitious plan to reduce greenhouse gas emissions by 70%, and with a 2030 deadline. That plan, the most stringent in the region, needs capital. And while there is no shortage of local pension fund investors willing to contribute, they say more detail is needed on the specifics.
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Asset Class ReportsAsset class report – Equities: focus on tech and social media
Oh MAAAN! FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) are definitely due a rebrand now Facebook has restyled itself as Meta Platforms, Inc. While a rebrand can refresh perceptions, Facebook’s underlying business issues look more intractable, posing questions for long-term investors. We look at two topics in our equities report: how big tech companies are maturing, and how social media companies’ activities are dividing investor opinions.
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Special ReportSpecial Report – Prospects 2022 for European Institutional Investors
It’s all about inflation, stupid! Well, yes and no. While inflation is one of the top concerns raised by contributors to our vox-pop section on the economic outlook, growth and interest rates feature highly too. On the topic of inflation, EFG Bank’s Stefan Gerlach outlines why inventors should look at the underlying components of headline inflation numbers. We also look at the NextGenerationEU bond issuance programme, and the implications on the bond market. And energy specialist Cyril Widdershoven outlines the case for oil and gas as a transition play.
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Asset Class ReportsTech: Uncertain future as FAANG stocks mature
Innovative tech giants deliver many societal benefits, but concerns over personal data misuse and market power abuse could elicit regulatory responses that inadvertently stifle innovation
