All IPE articles in October 2017 (Magazine)
View all stories from this issue.
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NewsAP4 calls on government to open door to unlisted direct investments
Swedish buffer fund welcomes increased flexibility in reform plan
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Interviews
Strategically speaking: Robeco
Only a few weeks after the 1929 Wall Street crash, a group of seven Rotterdam businessmen set up the Rotterdamsch Beleggings Consortium, later shortened to Robeco
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Features
A time for strong nerves
It is understandable that investors are nervous. Not only are valuations stretched in many markets but there seems to be a significant threat of military conflict
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Asset Class Reports
Be ready when QE makes way for QT
Market distortions created by quantitative easing could prove fertile grounds for investors when central banks switch to quantitative tightening
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Country Report
Portugal: The Italian play
Portuguese pension funds are continuing to invest in Italian debt despite the fears for Italy’s banking sector
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Features
Heed the warning signs
The private equity market is showing clear signals that it is reaching the end of a multi-year growth cycle. Yet, surveys show investors are intent to increase allocations
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Features
LD gains a new lease of life
New holiday allowances fund will keep Denmark’s Lønmodtagernes Dyrtidsfond in operation for several extra decades
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Interviews
On the Record: What is your equity strategy?
Solidarietà Veneto, Pensioenfonds TNO and Nationwide Pension Fund share details about their equity exposure
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Asset Class Reports
Global Equities: Valuations face a structural shift
It is not easy to predict where markets are heading in this era of great economic disruptions but there are big opportunities for skilled investors
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Features
ESG: Hearing the voices of employees
The UK government hopes that strengthening the voice of employees in corporate governance arrangements will help restore public trust in business
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Asset Class Reports
Emerging markets lag in software
Despite the huge size of emerging economies they have yet to produce global leaders in software
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Opinion PiecesGuest Viewpoint: Robin Ellison
“The FCA has picked the wrong fight. We need a way to rate alternative investments”
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Features
Universities scheme faces political scrutiny over deficit plans
Given the less-than-healthy state of the UK’s defined benefit pension schemes, it is no surprise that the largest such fund in the country also has the largest deficit
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Features
No DC sugar rush
There is a strong risk that Germany’s pensions reform becomes neither a stunning success nor a stunning failure, but just adds to the complexity of German workplace pensions
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Interviews
Focus Group: Spotlight on research costs
Pension funds have largely been absent from the debate about MiFID II and research costs. We asked a group of pension funds with total assets of over €330bn for their views
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Special Report
Research costs: Managers wrestle with MiFID
Many German asset managers have yet to decide how to apportion external research costs
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Features
Portfolio Construction: Themes for defensive investing
Global uncertainties and disruptions call for more care when building a defensive portfolio
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Features
Private Equity: Buying in a seller’s market
Private equity has outperformed the public markets for the past five years and institutional investors have been ramping up allocations
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Opinion Pieces
Letter From Brussels: Pension rights for posted workers
Discussions over the payment of social costs for workers from central and eastern European countries posted temporarily to wealthier EU countries are playing a major role in the attempt to update existing directives
