Liam Kennedy
Editor
Contact info
- Tel:
- +44 (0)20 3465 9300
- Email:
- liam.kennedy@ipe.com
Opinion PiecesBeyond green ambitions
Europe has lofty ambitions as it positions the European Green Deal as Europe’s growth plan for the coming decade and beyond
- Interviews
Strategically Speaking: QMA
QMA is far from the only manager to have pondered the value conundrum of late. Cheaper value stocks with attractive fundamentals have underperformed for much longer than would be expected in the current economic environment as expensive growth companies have continued to increase earnings – a situation disheartening for committed value investors and value managers alike.
- Opinion Pieces
Can we all be Canadian?
As we approach the 2020s, what have we learned about pension investing in the last 20 years?
- Features
Perspective: Ontario Teachers' Pension Plan
As he ends a six-year stint at the helm of Ontario Teachers’ and prepares for retirement, Ron Mock reflects on the alignment of interests between the organisation and its stakeholders
- Opinion Pieces
Bold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
- Special Report
Robeco Active Ownership: ‘Engagement’s not a one-off’
Carola van Lamoen, the head of active ownership at Robeco, talks to Liam Kennedy
- Special Report
ESG: The long quest for comparable data
A growing band of institutional investors and other financial actors is seeking better and more comparable inputs to financials statements in areas like carbon emissions
- Opinion Pieces
Pensions in a hostile climate
Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds.
- Opinion Pieces
A Franco-German challenge
France and Germany are the two countries that stand out the most for their comprehensive state pension systems and for underdeveloped second-pillar framework
- Interviews
Strategically Speaking: APG
If people ask Peter Branner why he moved from Sweden to the Netherlands to run the asset management arm of APG he might tell them that he is in effect chief investment officer for more than a quarter of the Dutch population
- Special Report
Top 1000 Pension Funds 2019: Asset growth in challenging times
The assets of the 1,000 largest European pension funds increased by 7% to €7.72trn in the last 12 months. This robust increase is set against a volatile backdrop in terms of asset prices and markets
- Features
Relative response to liquidity issues
Equity risk is a crucial portfolio exposure for pension funds and a key driver for long-term retirement outcomes for pension plans and their beneficiaries. Yet the structure of equity markets is in transition, which changes the way pension funds choose to allocate capital to them.
- Features
Editor's Notes: A radical ambition
Last month’s three doorstop reports from the EU’s 35-strong technical expert group (TEG) on sustainable finance have the potential to radically repurpose capital markets.
- Special Report
Top 400: Cultures change
Is asset management a tech business, a people business, or both? As the sector pushes new frontiers, much of the attention has been on vast sums the sector needs to invest in technology. This, combined with the burden of new regulation, is making investment management a more cost intensive business and driving M&A
- Features
Policies needed
The new European Commission will inherit a coherent but partially implemented Capital Markets Union (CMU) in the autumn. But much needs to be done to consolidate, refocus and re-energise this landmark constellation of policies and objectives.
- Interviews
Strategically Speaking: Montanaro Asset Management
As a Europe-focused small and mid-cap manager, the decision of London-based Montanaro Asset Management to launch its Better World fund, a global impact focused fund after a 27-year track record as a European house, was most certainly a change in strategic direction.
- Features
Connecting climate dots
The transition to a low-carbon economy should lead to significant economic opportunity
- Features
Ten years ago
Equity markets reached rock bottom in early March 2009, with the S&P 500 falling under 700 before embarking on a steep bull run that only really lost momentum last October
- News Stories
Romania faces ‘last call’ to save second pillar
Industry fears nationalisation by the back door through government reforms
