All IPE articles in October 2013 (Magazine) – Page 2
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Opinion PiecesThe assets of healthcare
A trend that has already taken place in pensions is now happening in the healthcare sector in the US
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Features
The rise of cross-over assets
In this second article in a new series, Nicholas Lyster and Amin Rajan argue that the evolving diversification favours assets with bond-like features and equity-like returns
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Features
Polish reform bid upsets markets
The government’s proposed reform of its second-pillar system unnerved the markets amid widespread criticism from home and abroad
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Features
Can a pension fund be too big to fail?
Will the Financial Stability Board extend the ‘too-big-to-fail’ resolution to pension funds?
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Asset Class Reports
Sovereign Bonds: A wealth of opportunity
Martin Steward speaks with Stratton Street Capital, which believes a sovereign’s wealth determines the performance of its bond and currency markets
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Asset Class Reports
Sovereign Bonds: The tip of an iceberg
Detroit’s bankruptcy grabs the headlines, but Christopher O’Dea draws attention to an even more significant muni bond development: pension-funding bonds issued by high-quality deleveraging municipalities
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Asset Class Reports
Sovereign Bonds: Tough at the top
Martin Steward finds life getting tricky for even the best active European bond managers
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Features
Carbon investment: worth the risk?
Gyorgy Dallos argues that the financial risks associated with investing in fossil-fuel companies will increase as they extract in more hazardous places and stricter carbon constraints are enforced
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Country Report
Portugal: Cautious steps towards risk taking
Portugal’s supplementary pension funds have increased their equity weightings but are still cautious on fixed income, writes Gail Moss
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Features
Command, control and organisation
Gail Moss outlines the duties of the investment committee chair – one of the most influential positions in a pension fund
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Features
The inconstant constant
Regulation threatens the existence of Constant Net Asset Value money market funds. David Turner asks if investors will miss them
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Interviews
M&G Fixed Income: Shining a light in the cracks
IPE editor Liam Kennedy sits down with M&G chief executive Simon Pilcher
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Country Report
Spain: Crisis prompts overhaul
Social partners are set to agree changes to state pensions, according to Gail Moss, while the industry awaits detailed proposals aimed to boost supplementary pensions
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Features
IASB: Plans on disclosure
The International Accounting Standards Board has always had a problem with disclosure
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FeaturesNorwegian oil fund: unification or division
As the largest pot of institutional money in Europe and the third largest in the world, the Norwegian Pension Fund Global was bound to be the topic of debate during Norway’s recent election
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Features
Will Draghi repeat Trichet’s mistake?
This month, one of the interviewees for our Strategy Review advises us to “look at the strength of the euro”
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Features
Mixed evidence on financialisation
Lorenzo Naranjo and Carmen Stefanescu note that commodity futures volatility has been rising since the era of ‘financialisation’ – but also that the correlation with equity market volatility long pre-dates this period
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Country Report
Spain: A flight to the known
Spanish pension funds have increased their domestic government bond holdings as economic confidence slowly returns. Gail Moss reports
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Features
Focus Group: The real thing
Just under half of the respondents to this month’s Off The Record survey expect their allocation to real assets to increase a little over the next five years. On average, respondents currently invest 24.4% of their fund in real assets – although some investors have a more expansive definition for the term than others. One fund included the 5% it has in private equity, for example; two others included their listed equities; and two even included bonds, without specifying whether these were inflation-indexed.
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