All IPE articles in March 2020 (Magazine)
View all stories from this issue.
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FeaturesLong term matters: To investors who care about the climate crisis – act before COP26
Rather belatedly, we have a new president of COP26 in the form of Alok Sharma, former UK international development secretary. But this sorry saga seems quite symbolic – we know that we need to do something big but we can’t quite get our act together.
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Opinion PiecesEasier to abolish than to reform
The collective pension plan in its various iterations is probably one of the most significant, and undersung, financial and policy innovations of the 20th century. Workplace pensions represent one of the most important, if not the most important financial assets for millions of people.
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FeaturesIntegrated reporting: Accounting goes sustainable
Combining conventional financial reporting with non-financial reporting in a single integrated framework presents challenges
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Opinion PiecesEquities – European banks see light ahead
The European banking sector is moving into positive territory as the tough regulatory pressure of recent years levels off
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FeaturesDollar/sterling: The road ahead for cable
The twisting path of the dollar/sterling relationship over 2020 will provide ongoing theatre, punctuated by moments of intensity
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FeaturesAhead of the Curve: The trade war and Asia
The rivalry between the US and China looks set to dominate Asian affairs in the future and cannot be ignored by responsible investors. The escalation of tensions at the start of Donald Trump’s presidency led to an increase in trade barriers and impacted growth; now a temporary truce has been agreed but uncertainty remains, as do tariffs on Chinese exports to the US. The new bilateral agreement is a positive step, but investors should take a long-term view; the economic and strategic rivalry looks set to continue and some sectors are better placed than others to adapt to this landscape.
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Opinion PiecesDavos Diary: Benefitting all stakeholders
January’s World Economic Forum meeting in Davos captured the spirit of the early 21st century with the overall theme of “stakeholders for a cohesive and sustainable world
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Interviews
Strategically speaking: Old Mutual Alternative Investments
Africa looks set to account for over half of the world’s population growth between now and 2050, according to the UN. Thanks to a young population and a high fertility rate, Africa’s population could exceed 2bn, making it the fastest-growing continent in that respect.
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AnalysisCheers and concerns over DWP climate amendments to pension bill
Climate change-related amendments to draft pension fund legislation tabled by the UK government have prompted words of welcome as well as concern from the pension industry.
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Opinion PiecesSuper asset managers: size matters
Institutional investors must question how the emergence of super asset managers have really benefited them over the years, especially since the cycle of mergers and acquisitions seems to have continued 10 years on.
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InterviewsOn the record: Asset manager selection
IPE asked the Caisse de prévoyance de l’État de Genève (CPEG) how manager selection is changing
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Special ReportRegulation: Asset managers - Regulators set sights on liquidity
Concerns about systemic risk and fund liquidity are driving the regulatory agenda
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FeaturesESG: What drives ATP to divest?
Short of flying someone to Mexico City to knock on the door of the mining and transport company’s headquarters, the Danish pension fund had done all it could. Selling off its DKK13m (€1.7m) block of shares in Grupo México was not what ATP really wanted to do at the end of last year.
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Special ReportManager selection: When delivering value becomes law
The debate around the value added by asset managers is taking fundamental steps forward
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Opinion PiecesA belated but welcome debate
The belief that the corporate culture of an asset management organisation affects its performance is gaining ground. Some investment consultants make reference to corporate culture as a factor driving manager selection. This may be marketing, but it could spark debate.
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Book ReviewBook review: The Signs Were There - Spilling the saucerful of secrets
Tim Steer’s romp through the world of dodgy accounting practices and share price debacles is beyond shocking. He brings together his forensic examinations of publicly quoted companies’ accounts, and demonstrates clearly that “the signs were (indeed) there” in a way that induces reader incredulity.
