All IPE articles in March 2015 (Magazine) – Page 2
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Country Report
Dutch pensions policy: In the balance
The national debate on the future of the Dutch pensions system is now over – Carlo Svaluto Moreolo sifts opinions as the broad outline of a new system slowly takes shape
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Country Report
Slow shift in perspective for Belgian pension funds
Having enjoyed good returns in 2014, Belgian pension funds are now seeking alternatives to bonds, writes Gail Moss
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Country Report
Best hands on deck: The consolidation of Dutch pension funds
As industry consolidation shows no signs of slowing down in the Netherlands, Leen Preesman finds that the drivers go beyond cost reduction
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Special ReportSmart beta: equities and beyond
As soon as one starts edging out of traditional asset classes, identifying market beta – let alone the ‘smart’ version –becomes more and more difficult
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Special ReportSmart beta performance: Proving their worth
Real-market performance of three of the leading equity smart beta strategies shows these approaches have something worthwhile to offer
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Special ReportSmart beta and currencies
In currency markets there is arguably no beta, but risk-factor trading has a long history in the asset class
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Special ReportSmart beta factor investing: The long and short of it
True factor investing involves short as well as long positions, yet the costs of shorting erodes much of the benefits
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Special ReportSmart beta multi-factor portfolio construction: The tracking error factor
Dynamic risk allocation delivers the benefits of factor investing without the crippling tracking error risk
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Special ReportSmart beta: Smart enough for bonds?
Is smart beta more difficult to implement in fixed income?
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Special ReportSmart beta and fixed income: Here for the duration
Smart beta would appear to make a lot of sense in fixed income, but market peculiarities can add complexity to many of the resulting products
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Features
Peak big three
Journalists are used to receiving an email shortly after an interview in which the interviewee – or his PR reps – entreats them to tone down strongly-worded comments.
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Features
From our perspective: Pensions and the black box
When the UK, Dutch and Swedish pensions ministers met in January, an odds-on bet is that they discussed their respective pension reforms. The proposed overhaul in the Netherlands involves the likely move away from the intergenerational ‘black box’ of an overly complex pension system. Conversely, the UK is trying to bring back a more palatable form of risk sharing with its plans for collective defined contribution (CDC) schemes, which are to be introduced in legislation currently before Parliament.
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Features
Equity buy-write strategies: A bridge into the equity world for the yield-starved
David Turner explores the potential of ‘buy-writing’ as equity-income enhancer and bonds proxy
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Opinion Pieces
Long-term matters: Of herds and bubbles
There is much talk in the investment community of the long term and fundamentals. Yet behaviour remains rather short term in practice
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Features
Diary of an Investor: No magic bullet
The good 2014 return of Wasserdicht’s Dutch fund was less down to asset allocation and mostly driven by high hedge ratios, writes investment director Pieter Mullen
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Interviews
Strategically speaking: Candriam
“It was difficult to find a name,” recalls Candriam CEO Naim Abou-Jaoudé, a year after Dexia Asset Management needed a rebrand for its acquisition by New York Life Investments. “All the good names are taken!”
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Features
Private equity fund performance: Cash today or growth tomorrow?
Pierre Garnier assesses if and when an investor should seek to sell a private equity fund interest
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Features
Regulation roundup: Europe’s changing pensions
Overview of main regulatory and legislative developments affecting workplace pensions across Europe
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Asset Class Reports
Cheap oil and weak euro: Impact on European equities
Joseph Mariathasan considers the likely effects of dramatically cheaper oil and a weak euro on European earnings and equity market prices
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Features
In search of a square circle
The Dutch are undertaking a major overhaul of their pensions system. ‘Again?’ you might ask. After all, the Dutch have been tinkering with their system for years, drafting and rejecting one daring redesign after another, while engaging in bickering over the best way to modernise and ‘future-proof’ their slightly outdated, second pillar.
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