All articles by Martin Steward – Page 12
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Features
Maintaining value
Martin Steward spoke with Dorrit Vanglo, LD Pension’s new CEO, and head of investment and finance Lars Walberg about tendering €6bn worth of investment mandates
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Special Report
France: Same game, new playing field
Legislation passed late in 2010 completely changed the FRR’s purpose and liability stream. Martin Steward spoke with its CIO about the consequent re-tooling of its investment strategy
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Interviews
‘Risk is everything to us’
Asset managers’ products rarely surprise anyone. You’re an equities specialist? You’ll have US, European, UK, emerging markets funds, maybe Japan. Fixed income? I’ll choose from your treasuries, gilts and Eurozone products, investment grade and high yield, maybe local currency emerging markets. There might even be some convertibles tucked away somewhere.
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Features
Celine Piquemal-Prade, Comgest: ‘We haven’t changed for 25 years’
There are two big growth managers based in Paris that begin with the letter ‘C’. One has quadrupled its staff since 2003 and quadrupled its assets under management since 2008, lavishly entertains an army of IFAs at its annual investor conference, and enjoys high-profile advertising and commenting in the press across Europe. The other is Comgest.
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NewsCalPERS deal is first toehold in US, says France's TOBAM
CalPERS also awards Paris-based Lehman Brothers spinoff large global equities mandate.
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NewsInvestors prefer EM private equity despite valuation concerns, says survey
Limited Partners expect better returns from emerging markets than developed markets for 2011 vintage.
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NewsLongevity risk, rewarded and unrewarded
What are the differences between rewarded and unrewarded risks? Martin Steward explains.
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NewsPension funds 'unaware' of centrally cleared swaps issues
Many don't realise they are at risk of coming under scope of regulation, says BNP Paribas.
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Features
Martin Steward: Longevity risk, rewarded and unrewarded
“You must hedge your unrewarded risks!” pension funds are told. But what are unrewarded risks? “Interest rate, inflation and longevity risk, for starters.” Sure, but why do we call them ‘unrewarded risks’?
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Special Report
Longevity: Will you still feed me?
Improving longevity is clearly a problem on the liabilities side of the balance sheet. Martin Steward looks at it as an opportunity on the assets side, both to generate return and offset risk
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Features
X marks the spot
The hinterland between investment grade and high yield delivers an intriguing risk profile. But Martin Steward also finds that profile changing
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Interviews
Five years on
When Peter Wilby begins our conversation by remarking on Stone Harbor Investment Partners’ imminent fifth birthday, it is as if, stepping back, he suddenly realises what a thrill ride it has been.
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NewsMarkets telling us 'euro-zone is safe' – Schroders
Asset manager says contagion via Spain unlikely to spread into Belgium, Italy.
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NewsBenchmark swap spreads to widen as rates rise – Barclays Capital
Head of European economic research surprised by central bank's 'hawkish' stance.
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NewsBig changes as FRR unveils LDI strategy
Fonds de reserve pour les retraites to pay €2.1bn a year to CADES until 2024, when it will close for good.
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NewsEuropean pension funds should boost alternatives, says JPMAM
US endowments, however, should bring allocations to asset class down, company says.
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Special Report
Europe's Pension Consultants: A little goes a long way
The UK’s smaller pension schemes are arguably more varied and challenged than the bigger ones. Martin Steward meets some of the advisers dedicated to helping them cope
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Features
Martin Steward: Homeward bound
It’s exactly two years since I wrote my first column in IPE. In it, I asked whether the OECD could grow enough to support its pensions. “Pension funds will almost certainly have to increase allocations to emerging markets.”
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Features
Hey you, get onto my cloud
Martin Steward talks to SRL Global about bringing cloud-computing hedge fund portfolio infrastructure to the pensions community
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Features
Call off the funeral
Since the dotcom bust investors have endured a long period of headlines announcing the ‘Death of Venture Capital’. So why are practitioners telling Martin Steward to expect a new lease of life?
