All IPE articles in November 2014 (Magazine) – Page 3
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Special Report
Special Report - Emerging Markets: Fed up with volatility
The Federal Reserve-sparked ‘taper tantrum’ of 2013 revealed how sensitive emerging market currencies could be to interest rates set in the developed world. Caroline Saunders asks whether that volatility told us more about investor sentiment than fiscal fundamentals
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Asset Class Reports
Investing In Global Equities: Multiple problems
Does the vast amount of central bank liquidity in the system help to make sense of current equity valuations, and should investors therefore be worried about the ‘punch bowl’ being taken away? Joseph Mariathasan tries to evaluate today’s valuations
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Asset Class Reports
Investing In Global Equities: Global rotation
Martin Steward finds pure value and pure growth strategies starting to take the lead as the quality theme begins to run out of steam
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Features
ESG: Profit with purpose
In the wake of a recent G8 working group on impact investing, Jonathan Williams examines how pension investors view strategies with a social purpose
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Country Report
Pensions In Nordic Region: Finns look towards new frontiers
Two leading Finnish pension funds see potential in frontier markets and China equity, finds Reeta Paakkinen
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Features
Hill’s grilling on an open fire
After two hearings and nearly six hours of grandstanding and deflection, rhetorical and leading questions, the European Parliament in October approved Jonathan Hill’s appointment as financial services commissioner.
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Features
Focus on new models
In this first article on a new study, Pascal Blanqué and Amin Rajan outline how pension funds are adopting new asset allocation models and governance practices
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Features
Focus Group: Is patience a virtue?
Over three-quarters of respondents polled for this month’s Focus Group consider their fund to be a long-term investor.
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Opinion Pieces
Guest viewpoint: “Macro matters. We ignore it at our peril”
Open a newspaper. Any newspaper. Read the front page and then the business pages. Absorb, assimilate, repeat. After half a dozen goes, you may notice a pattern.
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Features
The hubris premium
Jeremy Lang and Ben Fitchew explain how company managers’ inherent cognitive biases and environment can influence company risk
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Country Report
Pensions In Nordic Region: An unhappy industry
A lengthy phase of regulatory uncertainty looks likely as questions on the implementation of EU directives remain unresolved, according to Carlo Svaluto Moreolo
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Opinion Pieces
Letter from the US: Pensions and start-ups
Can pension funds play a greater role in stimulating start-ups and economic growth? Some US politicians think so and are trying to deploy public retirement assets for this goal. But critics claim that results have been disappointing so far, mostly because pension funds invest through private equity funds that demand very high fees. So a new idea is gaining support – pension funds investing directly in private companies, cutting out intermediaries.
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Features
Long-term Matters: Lost on Tesco
The UK Financial Conduct Authority’s inquiry into the supermarket Tesco is almost certain to miss a key part of the story – how investors enabled this dysfunctional culture. In September the retailer announced it had significantly overstated its first-half profit forecast.
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