All IPE articles in October 2016 (Magazine)
View all stories from this issue.
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Special Report
Kandlbinder 2016: Spezialfonds inflows top €100bn
Till Entzian surveys Germany’s €1.3trn Spezialfonds market, which saw record inflows over the course of 2015
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FeaturesESG: Green bonds get G20 boost
The green bond market has had a strong run in the wake of the December 2015 Paris climate-change agreement
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FeaturesIPE Expectations Indicator October 2016
The current survey period captured the end of the summer. The number of managers voicing concern about interest rate policy is high. However, the current environment has yet to reflect the alarms of many major investors and the survey results indicate most managers expect little dramatic near-term movement. Whether it is not yet the season for action, or investors expect the status quo to continue, is yet unclear.
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Features
Danish Reform: The 2025 Plan
The government of Denmark – a country ranked, according to the Melbourne Mercer Global Pensions index, as having the best pension system in the world – is planning to push funded pensions coverage into new territory.
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Country ReportPensions Caixa 30: Risk-reduction exercise
Gail Moss finds out what Spain’s biggest corporate pension scheme has been doing to reduce risk in its investment portfolio
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Features
Pensions Accounting: Numerology signals
Seventy. Zero. Minus-80. We are probably going to be seeing and hearing a lot about those numbers in the coming weeks. Just as 666 is said to represent The Beast, 70, zero and minus-80 look set to epitomise monster pension deficits and the dawning chasm between IAS 19 scheme deficits and the reality of stewarding a pension scheme.
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Opinion Pieces
Long-Term Matters - Addicted to dumb ideas
With the UK retailer Sports Direct in the news, it is worth recalling what one large investor said only 12 months ago
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Opinion Pieces
Guest Viewpoint: Peter Kraneveld - International Pensions Adviser
Pension funds are not about politics, but their investment portfolios include political risk
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Features
Ahead of the Curve: Time to embrace robots?
Robotics and automation are no longer sci-fi, they are a fast-growing and profitable sector, say Johan Van Der Biest and Rudi Van den Eynde
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Features
Nordic Asset Allocation: Finding the answers from within
The increased use of internal investment resources by Nordic investors is a challenge for asset managers, according to Albert Løchte Jensen
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Features
Asset Allocation: The big picture
Eight years since the banking system threatened collapse, financial markets are still dominated by central banks. Though macro fundamentals, and geopolitics, still have the capacity to influence flows, interest rates are largely being driven by the central banks’ actions.
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Asset Class Reports
Investment Approaches: Reasons to be cheerful
With 30,000 potential stocks in the global equities universe, picking the right investment approach may be more important than the right manager, argues Joseph Mariathasan
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Features
Focus Group: Too much debt around
Just over half of the respondents to this month’s focus group are restructuring, or planning to restructure, their fixed-income portfolio. Of these, 10 are moving towards a more active management.
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Special Report
German Asset Management: In the face of headwinds
Never before has the German institutional asset management industry faced headwinds such as those currently confronting it, writes Clemens Schuerhoff
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Special Report
German Asset Management: Investors climb the risk ladder
Continuing low interest rates are forcing investors to move further up the risk ladder in search of returns. Barbara Ottawa reports
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Interviews
Strategically speaking: TIAA Global Asset Management
TIAA has been on an expansion path in recent years. The organisation is now busy repositioning itself
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Special Report
Emerging debt attractions
Institutional investors have under-invested in emerging market corporate debt so far, but Joseph Mariathasan finds the asset class’s attractive fundamentals mean this may change soon
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Features
Governance Practices: Between rhetoric and reality
Without behavioural change, recent adaptations in the governance practices of European pension plans merely amount to re-spraying an old car when an entirely new model is needed, according to Sally Bridgeland and Amin Rajan
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Features
Returns: Bonds boost interim results
Returns in the low single-digits were common across the northern European pensions landscape in the first half of 2016, as bonds rallied while equities slumped.
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Features
Research: The need for retirement bonds
Government-issued retirement bonds with a GDP-related coupon would help redress the savings imbalance by increasing government investment and mitigating the effects of quantative easing on pension funds, Jean Frijns, Theo van de Klundert and Anton van Nunen write
