All IPE articles in November 2014 (Magazine) – Page 2
-
Features
Interview - BVI: When special becomes alternative
Thomas Richter, CEO of the German Investment Funds Association, discusses the AIFMD, the future of Spezialfonds and opt-out models for occupational pensions with Barbara Ottawa
-
Features
A-shares on the rise
There are signs that European institutional investors find Chinese equities interesting. Finland’s Ilmarinen now separates China equity holdings (A and H-shares), in its reports, and Denmark’s AP Pension has boosted its China equity exposure to 5%, although it has excluded domestic property and banks.
-
Interviews
Strategically speaking - Majedie Asset Management: Global, naturally
Before this year, Majedie Asset Management had rolled out just five products since it was established in 2002 – one of which was a concentrated version of another. By those standards, 2014 has seen riotous activity, with the summer launches of a US equities fund and two global funds adding to the existing line-up of UK equity and global long/short funds.
-
Features
How we run our money: In search of a future-proof ATP
Henrik Gade Jepsen, chief investment officer of ATP, tells Caroline Liinanki why he thinks the fund must adapt its portfolio structure
-
Features
Infrastructure: Pension funds turn back on middlemen
European pension funds have long been aware of the benefits of infrastructure but, in 2014, the idea of co-investment with other pension funds has become a much more realistic option.
-
Country Report
Pensions In Nordic Region: Could do better
Denmark’s pension system might have achieved the top score in the most recent Melbourne-Mercer international rankings but there is still work to be done. Rachel Fixsen spoke to Torben Andersen, chairman of the new Pension Commission, about the work in hand
-
Special Report
Special Report - Emerging Markets: On borrowed time?
Warnings about China’s growing debt exposure abound. Beverly Chandler finds market players confident that the system is robust – but emphasising the importance of continued reform and rebalancing
-
Opinion Pieces
Letter from Brussels: Capital market union
The capital market union (CMU) is a new emphasis in Brussels and Jonathan Hill, the new Commissioner for financial services, mentioned the subject repeatedly at his initial vetting by MEPs.
-
Special Report
Special Report - Emerging Markets: Building the emerging world
Bank disintermediation, and the opportunities it presents, is as strong a theme in emerging infrastructure markets as developed. But Jennifer Bollen finds the similarities may end there
-
Special Report
Special Report – Emerging markets: Buying opportunity, or structural setback?
Over the past six years, few investment themes have invited such gyrations in sentiment, or generated so much contention, as the emerging markets. After an initial sell-off during the worst of the 2007-08 financial crisis, they clearly outperformed through 2009-11.
-
Features
ESG: A means to capture value
Hendrik du Toit and Therese Niklasson tell Nina Röhrbein about ESG integration at Investec
-
Features
Climate risk takes centre stage
This September’s United Nations Climate Change summit in New York combined political and show business razzmatazz with the gravitas of investors like Mats Andersson, CEO of Sweden’s AP4 pension fund, who addressed the UN General Assembly.
-
Country Report
Pensions In Nordic Region: Still a competitive market
KLP is on track boost its position as the country’s second largest public pensions provider following the exit of Storebrand and DNB from the local authority market, writes Rachel Fixsen
-
Country Report
Pensions In Nordic Region: Staring contest
There is no end in sight to capital controls, despite the government’s tentative first steps towards easing the restrictions that have been in place since 2008, writes Carlo Svaluto Moreolo
-
Features
Diary of an Investor: Generation games
Now that my children are getting older they ask me more about what I do for a living and the questions are getting a bit more demanding. My eldest, especially, is at an age when questions come thick and fast.
-
Asset Class Reports
Interview - DMO:We want to hear from you
Robert Stheeman, CEO of the UK Debt Management Office, tells Taha Lokhandwala about the importance of ongoing dialogue with institutional investors
-
Country ReportPensions In Nordic Region: Efficient frontiers
Carlo Svaluto Moreolo reviews recent mandate activity of large Nordic institutional investors
-
Special Report
Special Report – Emerging markets: Emerging markets in transition
The rise of the emerging world, and especially China, has transformed the global economy over the past generation, while the past decade has transformed investors’ attitudes to its markets. Daniel Ben-Ami assesses where we are in an ongoing transition
-
Special Report
Special Report - Emerging Markets: Safety first?
Claims that emerging market investors herded into quality companies in the first half of 2014 raise concerns about troubled times ahead. But as Lynn Strongin Dodds finds, some of that trade has already unwound – and there is a strong counter-argument that investors were, in fact, looking for growth rather than safety
-
Special Report
Special Report – Emerging markets: At the frontier
Beverly Chandler takes a closer look at some of the companies that make up the frontier markets opportunity, finding a rich mix of local consumer-finance, technology and manufacturing names that offer investors their last chance to buy into a secular growth trend
- Previous Page
- Page1
- Page2
- Page3
- Next Page
