All IPE articles in October 2017 (Magazine)
View all stories from this issue.
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FeaturesIPE Expectations Indicator October 2017
Despite rising geopolitical tensions, there was no corresponding rise in negative sentiment in the most recent survey period. That does not mean there were no changes in sentiment trends; only that shifts were mostly slight
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Opinion Pieces
Long Term Matters: An Achilles’ heel for buybacks?
Investors are salivating over possible US corporate tax cuts. But evidence suggests this excitement is misplaced, at least from the perspective of the end beneficiaries
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Opinion PiecesLetter from the US: Tide turning against divestment
Will the movement in favour of divesting from fossil fuels slow down among US pension funds?
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Country ReportSpain: A new age of discovery
Spanish pension funds are breaking with traditionally conservative investment practices as they strive to achieve positive returns in the low-interest-rate environment
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Special Report
Taxation: Changes ahead
What are the implications of the German Investment Tax Reform Law?
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Features
Ahead of the Curve: The rise of the cloud corporates
Digitalisation has profound implications for how corporates do business. It affects the way goods or services are invented, produced, marketed and consumed
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Features
Asset Allocation: Economic growth holds steady
After a quieter summer for capital markets than in previous years, relieved risk assets remain popular. Economic growth has maintained a healthy pace with inflation yet to seriously surprise to the upside
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Special Report
Alternatives in demand
Universal-Investment’s latest investor statistics show how German institutions have started diversifying within alternatives
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InterviewsHow we run our money: Joachim Schwind & Andreas Hilka
Joachim Schwind and Andreas Hilka, veterans of the German pension industry, tell Carlo Svaluto Moreolo how the country’s pension reform will change pension fund management
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Special ReportGerman Asset Management: A model for collaboration
Asset managers may work with insurers to gain business in Germany’s new defined contribution (DC) market
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Features
China’s MSCI inclusion widens the assets horizon
The addition of China A-shares to the MSCI Emerging Market index is symbolically important for China and could lead to improvements in regulation and corporate governance
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Features
Diary of an Investor: Who bears the cost?
Sometimes I look back fondly on the simpler good old days.
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Features
Briefing: FRC under fire on company law
Has the UK FRC failed to enforce Section 172 of the Companies Act on directors’ duties?
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Features
Briefing: Proper plan design is way forward
International pension plans involve complex questions of structuring and compliance
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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
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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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Features
Portfolio Construction: Themes for defensive investing
Global uncertainties and disruptions call for more care when building a defensive portfolio
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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
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
