More comment – Page 2
-
Opinion PiecesViewpoint: SeLFIES (on mobile phones) for the self-employed
An innovative bond pioneered by Brazil could help fix the self-employment pension problem in the EU and the UK
-
Asset Class ReportsWhy investors still back emerging market debt
Despite divided opinion, it is clear that institutional investors have remained committed to EMD even as retail flows turned negative
-
Opinion PiecesSweden’s stockmarket star shines for Europe
If trade wars and the decline of the dollar against the euro hadn’t already spooked them enough this year, European investment committees might be forgiven for worrying about the sector concentration of their portfolios after the equity market rally since the spring.
-
Opinion PiecesThree years on from the LDI crisis, has the UK pension industry learned its lesson?
This issue of IPE goes to press almost exactly three years after the UK pension industry was thrown into disarray by what many remember as the ‘LDI crisis’. On 23 September 2022, then British chancellor Kwasi Kwarteng announced sweeping tax cuts that prompted a frenzied sell-off ...
-
Opinion PiecesGuest viewpoint: Magnus Billing on the push for 'productive finance'
European policymakers are pushing pension funds toward ‘productive finance’ – directing capital into asset classes such as private equity, venture capital and infrastructure investments.
-
Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
-
Opinion PiecesUK pensions and private markets: the Mansion House Accord’s promise and perils
The task of channeling more UK DC pension savings towards domestic private markets is fraught with institutional, regulatory and cultural obstacles
-
AnalysisViewpoint: AI set to become a positive disruptor in healthcare
“Artificial intelligence is on the cusp of changing the world as we know it, not least in advancing medical care and aiding healthcare professionals”
-
NewsViewpoint: The tragedy of the horizon, act II – from promise to peril
10 years on from Mark Carney’s seminal speech, Frédéric Ducoulombier, programme director at EDHEC Climate Institute, says a focus on disclosure stayed difficult but vital action from policymakers
-
AnalysisViewpoint: Asset owners should look beyond the climate backlash narrative
Ian Simm, founder and CEO of Impax Asset Management, says investors redoubling their focus on climate-related risks and opportunities will be rewarded
-
Opinion PiecesViewpoint: The end of monetary trust
The founder of TOBAM sets out a case for rational, long-term intent behind the massive fiscal expansion of Trump’s One Big Beautiful Bill
-
AnalysisViewpoint: ECB offers climate factors solace, without the quantum
The ECB’s plan for using climate factors to adjust collateral haircuts doesn’t bite where it should, argues the founder of the Anthropocene Fixed Income Institute
-
Opinion PiecesHow building African pensions could unlock local capital markets development
The 6th annual conference of the Africa Pensions Supervisors’ Association (APSA), held in Marrakesh in July, offered invaluable insights into the scale of the challenges and the opportunities of building pension systems in Africa
-
Opinion PiecesGermany’s pension buyout market evolves
The pension buyout market in Germany is gradually evolving. Transactions to transfer companies’ liabilities to pension corporations (Rentnergesellschaften), the vehicle used for buyout deals, have occurred regularly in the first half of this year.
-
Opinion PiecesEurope must forge its own trade relations policy with China – without relying on the US
Iran has recently been in the headlines, but while its relations with the US have ramifications across the Middle East, the more profound longer-term issue may be America’s relationship with China, as Washington beats the drum of a new cold war with Beijing.
-
Opinion PiecesShould UK pension funds re-embrace home investment bias?
UK pension funds could be part of a broader, coordinated investment drive to fuel the growth of the country’s internationally unloved small and mid-cap companies
-
Opinion PiecesItalians must raise awareness about second-pillar pensions
Giorgia Meloni’s government has failed to revitalise the Italian second-pillar pension system. But credit to the pragmatic right-winger who in 2022 became Italy’s first female head of government – at least she tried.
-
Opinion PiecesTime for some straight talking on ESG matters
Catherine Howarth, chief executive of campaign group ShareAction, expects more of asset owners.
-
Opinion PiecesRethinking diversity: the overlooked value of cognitive differences
Over recent years, the term ‘diversity’ has been stretched in so many directions that its meaning risks becoming lost. The original common-sense goals – improving decision making, widening access to talent and ensuring equal opportunity – have become lost amidst a politicised battle.
-
Opinion PiecesEurope’s nasty pension tax dilemma
The Nobel Prize-winning economist Bill Sharpe famously once said that retirement drawdown is the “hardest, nastiest problem in finance”. In EU politics, the same thing could pretty much be said about taxation.
