Latest from IPE Magazine – Page 93
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Opinion PiecesLetter from US: Aid without reform set to resolve the multi-employer pension plan crisis
Until March, The prospective collapse of multi-employer pension plans meant that over one million retired truck drivers, shop assistants, builders and other members of 186 schemes were at risk of losing their retirement benefits.
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Features
Reporting: Yours sustainably…
You know how one thing can lead to another? Well, that is what happened with the International Financial Reporting Standards Foundation’s steps into sustainability reporting.
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FeaturesPerspective: APG & E Fund in China
APG’s partnership with E Fund Management has produced tangible results
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Opinion PiecesGuest Viewpoint: Pension funds are key to the recovery from COVID-19
The unprecedented situation resulting from the COVID-19 pandemic has shown that pension funds serve a key social function in supporting economies and citizens, ensuring benefits for old age income.
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FeaturesActive management: More than just a stopped clock
When most active managers underperform, how can investors identify the few who are likely to consistently outperform?
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FeaturesNet-zero opportunities: Global green momentum boosts prospect of a mining super cycle
The Covid-19 pandemic has given everyone pause for thought. It has also been a catalyst for action. For some, global warming seemed like a nebulous, distant concern. But the fragility of life on earth has been laid bare.
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FeaturesFixed Income, Rates, Currencies: A false start
While we may be approaching that ‘exit from pandemic’ moment, the exceptional monetary and fiscal responses from policymakers ensure COVID-19’s economic legacy will be felt globally for years to come.
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FeaturesIPE Quest Expectations Indicator - May 2021
COVID-19 infection rates are still rising in the US and Japan, hopefully on the verge of decreasing in the EU and low in the UK. The positive trend in global infection rates is more than undone by a strong rise in infections in parts of Asia. With the exception of the UK and Israel, vaccination has not progressed to the stage where it has a discernible influence on infection rates.
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Special Report
SDG reporting: Beyond SDG-washing
Only thorough processes and due diligence can make sense of the welter of claims and frameworks by companies using the SDGs as a reporting tool
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Special ReportInterview: Pavan Sukhdev
Pavan Sukhdev, CEO of GIST Advisory, describes his firm as being at the “intersection” of technology and sustainability.
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Book ReviewBook review: Shooting for the moon
Mariana Mazzucato calls on us to reformulate capitalism itself, and to return to the ‘Big Government’ rejected by the baby-boomer generation
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Opinion PiecesEquities to the fore as an inflation hedge
At a time when institutions can deploy billions swiftly at the touch of a few buttons, there is increasing focus on deploying capital well. A notable buzzword of late has been ‘resilience’ as pension funds look to downside risks.
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Special ReportSpecial Report – Manager selection
In this special report, we analyse the shift in priorities when it comes to selecting real assets and private equity managers, with ESG representing a ‘make or break’ for some investors. We also talk to two leading investors – the UK’s University Superannuation Scheme (USS) and Sweden’s Tredje AP-fonden (AP3) – about their approach to manager selection and due diligence.
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Country ReportCountry report – Pensions in Germany (March 2021)
Social partner pensions are just one of the new defined contribution (DC) pension arrangements which have emerged in Germany in the past three year and more more could follow, as we analyse in this report. Will this bring a boost to the country’s neglected second pillar? We also look at pension risk management and find how investors are evolving to adapt to new realities in terms of assets and liabilities, and assess why German politicians are looking abroad for ways to boost exposure to equities in long-term savings.
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Asset Class ReportsAsset class report – Fixed income & credit
As the world still grapples with the implications of the COVID-19 pandemic, credit investors continue their search for attractive yields in an environment where liquidity, even for long-term investors, could become critical. In this report, we look at different aspects of the fixed income & credit universe, including multi-asset credit strategies, the changing US high yield market, and the opportunities for institutional investors in trade and supply-chain finance.
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FeaturesInflation strategy: Conditions look ripe for a new commodities supercycle
The media briefly got excited when the followers of Reddit – a social news website often used by political activists – ineffectually attempted to ramp up silver prices in February. But news about commodity prices other than oil and gold rarely make headlines. For most institutional investors, commodities are a Cinderella asset class. A fleeting moment in fashion before the 2008 global financial crisis (GFC) has been superseded by widespread indifference.
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Opinion PiecesHopes for coherence in sustainability disclosures regulations
It could have been done differently, but, nonetheless, a clear path is emerging as to how EU sustainable finance regulations will become more of a coherent whole. The problem that has been perceived and outlined time and time again by investor groups is that disclosures are being asked of their constituencies – asset managers, pension funds – for which the data is not really available, or only at a significant cost. Tough, some may say, get on with it.
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Country ReportSocial partner pensions: An overlooked model
Just one new DC-type arrangement has emerged in Germany in the past three years. More could follow, bringing a boost to Germany’s neglected second pillar
