Latest from IPE Magazine – Page 87
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Country ReportAustria: Sustainable growth remains elusive
Austrian providers are calling for solutions to make occupational pensions more appealing in light of demographic pressures and COVID-19 fallout
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FeaturesSustainability: A purpose-driven stock exchange
The UN Sustainable Development Goals (SDGs) have caught the imagination of the investment world. For many in the millennial generation the idea that its investments should fulfil positive social or environmental impacts seems self-evident. Yet many asset managers still struggle to incorporate SDGs into their strategies. Nor do they hesitate to trumpet questionable ESG credentials to investors.
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InterviewsOn the record: Value makes a comeback
IPE asked two European institutional investors what biases are built in their equity portfolios, as value equities show signs of new-found strength
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Features
Dual-class share plans fuel concern over stewardship and governance
Introducing dual-class share structures to make London a more competitive financial centre would weaken shareholder rights and make it harder to influence corporate behaviour, institutional investors and trade bodies have warned.
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InterviewsStrategically speaking: Allianz Global Investors
Allianz Global Investors (AGI) has long invested in green infrastructure. The market, and the perception of renewable energy for investors in particular, has changed during this time. Investors are ready to engage with renewable energy or cleantech if the underlying technology has a proven track record.
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InterviewsHow we run our money: Sampension
Henrik Olejasz Larsen, CIO at Denmark’s Sampension, talks to Carlo Svaluto Moreolo about the fund’s bias towards value equities and its diversification strategy
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Opinion PiecesLetter from Australia: Should super savings fund homes?
A post-COVID-19 housing boom has made the future of Australia’s A$3trn (€2trn) superannuation savings pool a hot topic.
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Opinion PiecesLetter from US: Pension bonds raise concerns
The resurgence of interest in pension obligation bonds (POBs) is one of the effects of the pandemic on the US pension funds industry. Indeed in 2020 POB issuance reached its highest level in a decade, exceeding $6bn (€5bn), according to Municipal Market Analytics (MMA), an independent research firm focusing on the US municipal bonds.
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FeaturesDB accounting: Lump-sum benefits
Service-defined lump-sum payments are causing accounting attribution problems
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FeaturesPerspective: UK actuaries and COVID-19 – Exceeding expectations
COVID-19 has brought few positive outcomes but the response from UK actuaries could become a template for bringing other strategic challenges to the fore
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Opinion PiecesGuest viewpoint: Francesco Curto, DWS
The UK’s report into the Economics of Diversity, the Dasgupta review, highlights that our economic model is not sustainable
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FeaturesFixed Income, Rates, Currencies: Rising yields signal reflation
The Federal Reserve has not hinted at its future plans to unwind quantitative easing (QE). However, markets are looking to 2013’s ‘taper tantrum’ for an explanation of the dramatic US-led bond market sell-offs.
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FeaturesAhead of the curve: Modelling the unmodellable
In January 2020, the world was on the verge of a pandemic. It would empower the state, increase the might of technology firms, speed up technological adaptation, upend cities and accelerate China’s rise.
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FeaturesIPE Quest Expectations Indicator - April 2021
COVID-19 vaccination figures are rapidly increasing in Europe despite supply problems. Vaccinations are still restricted to vulnerable groups in many countries although the UK is a notable exception. Some countries have imposed new lockdown measures.
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Opinion PiecesCapital will drive best practice in reporting
The European Commission’s review of the Non-Financial Reporting Directive (NFRD), scheduled for publication shortly, comes at a time of increased scrutiny of both corporates and those who supply them with debt and equity.
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Asset Class ReportsAsset class report – European equities
The roll out of COVID vaccines has brightened the outlook for European large caps facing a changed landscape
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Special ReportGreen and social bonds: Lending with purpose
Social bond issuance rocketed in 2020 in reaction to the devastating social and economic impact of the coronavirus outbreak. New issuers of social bonds – which are dedicated to employment, public health and education – included the European Commission, the Bank of China and a large number of financial institutions and corporations, as we analyse in this report. The report also looks at the role of sustainability-linked bonds in supporting climate transition strategies, and covers plans for the UK to launch its first green Gilt this year.
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Special ReportSpecial Report – European pension regulation 2021
What are the main regulatory changes affecting Europe’s pensions sector? Our regulatory roundup takes us to key European countries to find out how regulators and politicians are planning to change pensions. This special report also looks at the review of the EU’s Non-financial Reporting directive, for which a legislative proposal is due this month, and explores the impact of Brexit on the UK de-risking market and accounting standards.
