Latest from IPE Magazine – Page 719
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Features
Wait for rout to be over
Plagued by serious structural problems, Japan is still a market for only the bravest of investors. Things can’t get much worse, strategists say. But is this necessarily an argument that improvement is on the horizon? Among the optimistic voices, Mike Collins, chief strategist with Pictet Asset Management in London, says ...
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Features
Cautious optimism on equities
We have a long-term, strategic asset allocation that stands at 3% cash, 57% bonds and 40% equities. Our current allocation differs only slightly from this long-term view, containing 43% equities, 56% bonds and 1% cash. The fourth quarter of 2001 was marked not only by the aftershock of the 11 ...
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Features
Watch for the bumps in the road
There is mounting conviction in the markets that the synchronised slowdown in global growth – one of the worst on record – is close to ending. The principle of ‘first-in-first-out’ keeps the focus firmly on the performance of the US economy. The news flow emanating from there over the last ...
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Features
Laying the foundations
At the end of last year, an era in Austria pensions came to end, as Helmut Kapl retired as head of the APK-Pensionskasse group he had done so much to build up. But, he is not going quietly into the twilight of retirement. He has a number of irons in ...
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Features
Wise men to advise parliament
The European Parliament’s Committee on Economic and Monetary Affairs is to set up a panel of financial services experts to advise it on the package of measures outlined in the Financial Services Action Plan, which includes the European pensions directive and the Lamfalussy report. The panel will be composed of ...
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Features
Measuring up to standards
Most large investment managers now comply with performance presentation standards according to new research from PricewaterhouseCoopers. PwC received responses from 69 investment managers around the world for its report 2001 Global trends in performance measurement. The survey found that 95% of those who responded are either compliant with at least ...
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Features
SFIM triumphs
Singer & Friedlander Investment Management (SFIM) has won the mandate to run a pan-European equity portfolio for Procordias Pensionsstiftelse II. The active mandate, the size of which is not revealed, is to be benchmarked against the MSCI Europe (excluding Sweden) total return index, with the aim to outperform it by ...
