All IPE articles in May 2017 (Magazine)
View all stories from this issue.
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FeaturesIPE Expectations Indicator May 2017
A key metric for interpreting manager expectations is the difference between those expecting a rise and those expecting a fall. Having data to analyse, trends, trend shifts and historical highs and lows helps make things clearer. While there are many themes worth noting, there is only one universally negative point, which is historically low and in a strong downtrend.
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Features
South Asia: Adjusting to new realities
The Indian subcontinent is adjusting to the realities of the new administration in Washington, writes Joseph Mariathasan
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Special Report
Australia: Advice – better than any product
The Australian superannuation system is on the verge of creating cutting-edge income drawdown products. But many leading funds contend that advances in online advice will have a greater impact on outcomes. David Rowley reports
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Features
Agirc-Arrco: Towards a unified regime
A two-sided reform appears to have saved Agirc-Arrco, which is soon to become a unified regime, writes Gilles Pouzin. But the new national president will lead the direction of further reforms
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Features
Ahead of the Curve: Strange days in credit
Amar Reganti looks for alternative sources of capital gains and income streams within a moribund fixed-income asset class
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Country Report
Asset Allocation: Ticino maintains aim
Pierre Spocci, director of the Istituto di Previdenza del Cantone Ticino, tells Carlo Svaluto Moreolo about the pension fund’s stable strategy
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Special Report
All investment impacts
Institutional investors looking at impact strategies should take a holistic view of their portfolio, argues Jane Ambachtsheer
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Country Report
Asset Allocation: When diversification fails
What do Swiss pension funds do when risk budgets are stretched and diversification has failed? Barbara Ottawa reports
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Features
Asset Allocation: The big picture
With the eight anniversary of the risk asset rally passing in March, many have taken the opportunity to compare the longevity of this bull run to previous ones
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Country Report
Asset Allocation: A diversification call
Gail Moss writes that French pension providers are looking to diversify their asset allocation to counter political and economic uncertainty
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Special Report
Interview: Amit Bouri - GIIN
Susanna Rust asks Amit Bouri, CEO of the Global Impact Investing Network, about the opportunities and risks that come with impact investing’s growing popularity
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Analysis
Analysis: US pipeline controversy causes Nordic issues
The controversial Dakota Access Pipeline (DAPL) has split opinion in the US and divided pension funds in the Nordic region.
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Analysis
Analysis: A German battle for consensus over DC plans
This year’s occupational pension conference hosted by the German daily newspaper Handelsblatt became an impromptu tribute, of sorts, to the influential pensions pioneer Bernhard Wiesner.
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Special Report
Top-down versus bottom-up multi-factor approaches
Noël Amenc, Frédéric Ducoulombier, Felix Goltz and Sivagaminathan Sivasubramanian look at the pros and cons of top-down and bottom-up strategies for factor investing
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Interviews
Strategically speaking: Nordea Asset Management
Nordea has always been a multi-centric institution. Created from four entities across the Nordic countries, it straddles geographies and markets by design
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Interviews
On the Record: Do you invest in real assets?
Three pension funds - CNPADC, KZVK-VKPB and Sampension - talk about their exposure to real assets
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Special Report
Private Markets: Changes in trends and attitudes
Anthony Harrington assesses the interaction between the supply of private market impact opportunities and investor attitudes towards them
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Special Report
Beat the bond benchmarks
Investors may be losing significant returns by failing to apply factor investing to bonds, says Barbara Petitt
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Special Report
The growth has only just begun
Lynn Strongin Dodds sees signs pointing to a continuing rise in factor-based investing
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Features
Insolvency Insurance: Behind the promise
Insolvency insurance stands behind German and Swedish book-reserve pensions, but the concept has not really caught on elsewhere
