Latest from IPE Magazine – Page 91
-
FeaturesIPE Quest Expectations Indicator - February 2021
Interest has shifted from contamination and mortality data to vaccination figures. In this field, the US and UK are doing well, while the EU and Japan are lagging. Political risk is perceived to have gone. Donald Trump’s tendency to self-destruct is creating opportunities for the Republican Party to heal while Democrats are preparing an economic support package.
-
Opinion PiecesSocial purpose: the new dimension
Investors’ attention turned to human capital issues in 2020 as COVID-19 took hold – including the treatment of staff and other stakeholders, as well as dividend policy and executive pay in cases where companies have received taxpayer support.upport.
-
Country ReportCEE – Poland: Auto-enrolment limps to the finishing line
Lack of trust underpins poor take-up of new plans
-
Asset Class ReportsAsset class report – Investment grade credit
The US credit market is heading for change under new President Joe Biden’s administration
-
Special ReportDefined contribution: The engagement fallacy
The idea that successful defined contribution (DC) pension solutions require a high level of member engagement is being questioned
-
FeaturesBriefing: Japan emerging from its invisible lockdown
Japan is all too often portrayed as being different from other countries. Not just distinctive in the obvious sense that every country has its own national peculiarities. Instead, somehow unique in a way that makes it stand out from every other country.
-
Opinion PiecesJapan is not that different
One of the abiding myths about Japan is that it is different from everywhere else. Not just distinctive in the sense that all countries have peculiarities but uniquely different.
-
Country ReportCEE – Croatia: Real diversification
A lack of local diversification opportunities is holding back Croatian pension funds
-
Special ReportDefined contribution: ESG not enough to get young on board
Engaging younger savers with their defined contribution pension pots requires far more than just an up-to-date responsible investment policy
-
Asset Class ReportsInvestment Grade Credit: Always a demand for quality
Capital markets are fluctuating between optimism and pessimism
-
FeaturesBriefing: Still a strong case for US stimulus
The next awaited US stimulus programme remains a mystery. Congress must agree on funding specifics, but the final composition of the Senate will be unknown until this month. Republicans and Democrats have been battling over spending priorities since COVID-19 struck last spring, with competing priorities.
-
Opinion PiecesThe real meaning of engagement
Empirical evidence suggests that individuals are unengaged with DC pensions. This is demonstrated by the vast majority of DC members remaining in default funds and reluctant to increase contributions.
-
Country ReportCEE – Romania: Funds fight through
Conservative portfolios have served Romanian pension funds well through the crisis
-
Special ReportDefined contribution: Australia's super review re-opens old battlegrounds
The Callaghan report on Australia’s universal superannuation system has rekindled a row between the government and the labour movement
-
Opinion PiecesUncertain conditions call for a steady course
The impact of COVID-19 has made long-term strategies that embrace resilience a high priority for pension funds to ensure there is a smoother ride during turbulent times.
-
Country ReportCEE – Estonia: Preparing for a liquidity storm
A rule allowing early withdrawals is changing the dynamics of the Estonian pension business
-
FeaturesBiodiversity can be measured
Last year was clearly the year of the pandemic. Perhaps the connection between zoonotic disease and biodiversity loss may explain why it has also been the year that biodiversity has become a theme of great interest for investors. Yet current environmental, social and governance (ESG) data and metrics do not cover biodiversity adequately.
-
FeaturesLong term matters: What kind of decarbonisation matters most?
This article was written on the fifth anniversary of the Paris Agreement. In 2015, the world committed to keep warming below 2°C, meaning decisive annual reductions in greenhouse gas (GHG) emissions. Instead we have had a 7% increase in GHG since 2015 and are on track for about 3°C warming with a high risk of irreversible tipping points.
-
InterviewsExit Interview: Peter Borgdorff - “I wasn’t the specialist… and I think that was my advantage”
Polder in the Netherlands is the low-lying land reclaimed from the sea. By extension, it also refers to the highly developed social contract system between politics, business and labour.
-
InterviewsExit Interview: Jordi Jofra - Still thinking outside the box
It is well into Spain’s lockdown and Jordi Jofra is ensconced in a village 40km from his former office in Barcelona. One of his lockdown boxes ticked has been to finish reading Men without Women, Haruki Murakami’s best-selling collection of short stories on men and alienation – perhaps appropriate for the times.
